Customer Excellence Solutions Architect

Rillet is the Agentic ERP built for modern finance teams. It helps companies automate critical parts of finance, including closing the books, recognizing revenue, consolidating entities, and reporting to investors. More than 600 companies run on Rillet, and it partners with leading accounting firms including EY and KPMG. The expected base salary range for this role is $110,000–$140,000 in New York City and San Francisco. Final compensation depends on skills, experience, qualifications, and the scope of the role.

Responsibilities

Own the sales-to-Implementation handoff, working across Sales, Solution Consulting, and Implementation to ensure scope, customer requirements, and commitments are clearly communicated before kickoff; Create standardized processes and handoff materials that make it easier to capture key sales conversations, decisions, and open questions; Run retros and collect feedback to identify gaps and improve the sales-to-implementation experience; Build and maintain sandboxes and demo environments using reusable templates, realistic data, and workflows tailored to customer and internal requirements; Support sales conversations, demo Rillet, and guide prospects through sandbox evaluations and Q&A as a product expert; Gather customer requirements and help scope workflows, data needs, integrations, and configuration, considering what implementation will require; Own RFPs from start to finish, including responses, deadlines, supporting data, and coordination with subject-matter experts

Requirements

Experience in solution consulting, solution architecture, or implementation; Experience with accounting or financial software such as NetSuite or Workday; Comfortable working with prospects, demoing a product, and serving as a technical subject-matter expert; Able to gather customer requirements, scope solutions, and connect business needs to product capabilities; Able to explain technical concepts clearly and work across customer-facing and technical teams; Someone who takes initiative, seeks feedback, and follows through on closing gaps between teams

Benefits

Competitive pay and meaningful equity; Benefits designed to support health, wellbeing, time away from work, family, and long-term financial goals; Opportunity to grow with the company and take meaningful ownership; Team meals, events, and company gatherings; Eligible for equity and benefits