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Implementation Consultant - CPA

San Francisco Bay Area
Remote 🌴
Full-time
1001-5000
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🔴 Closes on: 
Nov 29

Implementation Consultant - CPA / Business Systems Analyst - Accounting Firms Expert

This is a hybrid (40% remote and 60% onsite) role in Brisbane, CA.

To get the best candidate experience, please consider applying for a maximum of 3 applications within 12 months to ensure you are not duplicating efforts.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship responsibilities for employment visas at this time.

To be considered for this role, candidates must have experience working within an accounting or CPA firm, preferably managing the accounting operations for multiple clients simultaneously.

About Odoo

Odoo ERP system is enterprise resource planning software used company-wide for the management of business processes. Odoo provides seamlessly integrated functional business apps called Odoo apps that form an ERP solution. Our unique proposition of integrated apps that work seamlessly together allows users to automate and track everything they do. The open-source development model of Odoo has allowed us to leverage thousands of developers and business experts to build the world's largest ecosystem of fully integrated business apps.

Odoo has become a global network with more than 12+ million users and partners in more than 120 countries, and we continue growing with 2000+ daily downloads. We are growing fast and need to hire faster.

The Job:

As an Accounting Consultant focused on accounting firms, your role is pivotal in driving the adoption of Odoo as the first software solution on the market where accounting firms and their clients collaborate on a common platform. You'll be at the forefront of business development efforts, strategically positioning Odoo as the go-to choice for accounting firms seeking to evolve from accountants into trusted business advisors.

During your initial weeks, you will be immersed in learning and training on Odoo’s technology, implementation methodology, and organizational philosophy. Next, you will build on these lessons by creating Odoo’s first Accounting firm-focused team in North America. This is an exciting opportunity to build processes, workflows, and a dynamic team from the ground up while benefiting from a stable organization with resources and award-winning technology.

Quick Job Breakdown:

  • Accounting Systems Pre Sales Consultant [33.33%]
  • Developing Training and Documentation [33.33%]
  • Accounting Systems Implementation [33.33%]

Relevant Accounting Experience:

  • Cost Accounting
  • AP & AR accounting
  • Payroll
  • Corporate Accountancy
  • Bookkeeping
  • General Ledger
  • Budget Preparation

Non Relevant Accounting Experience:

  • Assurance/Audit
  • Tax Accounting
  • FP&A

Detailed Responsibilities:

  • Business Development: Collaborate with Sales and Marketing teams to elevate Odoo's suite of apps' reputation within the corporate accounting community. Research and develop new features that will enhance Odoo’s competitiveness in this space
  • Implementing Odoo: Analyze accounting firms and their client's needs, design tailored solutions, and configure workflows to streamline processes and enhance efficiency for accounting firms.
  • Partners Management: Actively support the growth of Odoo's partner network, empowering accounting firms worldwide to become certified Odoo Experts.
  • Training: Demonstrate Odoo's capabilities through specialized knowledge and continuous internal and external training.
  • Product Improvement: Your job has an impact! Collaborate with Product Owners to convey customer and partner feedback. Be highly involved in the Odoo Experience, our annual event.
  • And More: Embrace diverse responsibilities and initiatives with enthusiasm and adaptability, contributing positively to Odoo's growth and success.

Must-Haves:

  • Bachelors in Accounting (Masters Preferred)
  • 2+ years experience in a Fiduciary/Accounting/CPA Firm, with responsibilities encompassing managing accounting for multiple clients, including but not limited to tasks such as preparing financial information for audits, generating reports, and completing fiscal forms for IRS presentations
  • 2+ years of relevant experience in software/ERP implementation, project management, client consulting, or similar roles aligned with the responsibilities of this position.
  • An affinity with the Information Technology world, you understand the use cases of ERP (Enterprise Resource Planning software)

Nice to Have:

  • Any other experience with ERP
  • Any additional experience in a SaaS company
  • Available immediately

Values:

  • You are able to work in a fast-paced startup environment with a hands-on attitude.
  • You are open-minded and can react to change with agility.
  • You have an intrapreneur mindset and are not afraid to take appropriate initiatives.
  • You are a quick and autonomous learner.
  • You have a passion for software.
  • You are approachable, honest, and a fun team player.

Compensation and Perks:

  • Healthcare, Dental, Vision, Life Insurance, FSA, HSA Matching, 401K Matching, and Commuter Benefits
  • PTO (Paid-time-off), paid sick days, and paid holidays
  • Employee Assistance Program: 3 X 1-hour telehealth calls with certified mental health professionals
  • $100 towards a work-from-home office setup
  • Evolve in a nice working atmosphere with a passionate, growing team!
  • Chef-prepared lunches - snacks, fruit, and coffee/drinks on tap!
  • Company-sponsored events for groups of 6+ employees

The estimated annual compensation range for this role is $95,000-$110,000. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location.

Ensuring a diverse and inclusive workplace where we learn from each other is core to Odoo's values. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and a pleasant and supportive place to work. Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records.

Apply Now
🔴 Closes on: 
Nov 29
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