Serve as a trusted technical advisor to accounting and bookkeeping practices. Partner with sales teams to scope solutions, design workflows, deliver tailored product demonstrations, guide cloud implementations and migrations, and support adoption. Translate complex requirements into scalable strategies, identify risks, resolve sales-cycle roadblocks, and share market insights with product and engineering teams.

Lead company-wide strategic and operational initiatives: shape long-term strategy, run annual planning, OKRs and Board reporting, produce market intelligence, perform quantitative analysis and business cases, drive governance and cross-functional execution, and apply AI tools to improve ways of working.

Lead strategic planning, market intelligence, and operational rhythms (annual planning, OKRs, Board reporting). Structure ambiguous problems with quantitative analysis, build business cases, run governance and cross-functional delivery, and embed AI-enabled ways of working to improve speed and quality of outputs.