Role and Responsibility:
Accounting Domain Expertise and Gap Analysis
- Understand client AP/AR processes, chart of accounts, and reconciliation workflows to identify fit-gaps between their operations and Firmway's platform.
- Analyse client ledger data, flag discrepancies, and propose software configuration or product enhancement where required.
- Translate accounting pain-points (e.g., vendor TDS mismatches, unapplied receipts, debit notes, reconciliation) into actionable implementation tasks.
Client Training and Communication
- Conduct structured, in-person and virtual training sessions for finance teams — from accounts executives to CFO's — tailoring depth and language accordingly.
- Develop training materials, SOP's, and user guides written from an accounting perspective, not a generic tech manual.
- Lead webinars and onboarding workshops to scale training across multiple clients simultaneously.
- Communicate project status, risks, and timelines clearly to client stakeholders — maintaining transparency at every stage.
Implementation and Project Execution
- Own end-to-end implementation plans — from kick-off to go-live — ensuring on-time delivery for each client.
- Coordinate with the Tech and QA team to resolve technical issues, data mapping challenges, and ERP integration queries.
- Manage post-go-live support, ensuring smooth user adoption and resolving accounting workflow queries.
Product Feedback and Continuous Improvement
- Capture real-world client feedback on accounting edge cases and relay structured insights to the Product
- team.
- Identify feature gaps where the software does not yet meet accounting requirements, and contribute to the product roadmap from the field.
Must-Have — Accounting and Finance Knowledge
- Degree in B.Com / M.Com / Inter CA / Inter CMA — accounting-first background is non-negotiable.
- Solid working knowledge of AP and AR processes: invoice lifecycle, reconciliation, TDS, GST implications, debit/credit notes, aging reports.
- Hands-on experience with accounting software — SAP (preferred), Tally, or equivalent ERP.
- Ability to read and interpret ledgers, trial balances, and exception reports.
Must-Have — Communication and Training Skills
- Excellent verbal and written communication in English; ability to simplify complex accounting concepts for varied audiences.
- Demonstrated experience in training, teaching, or client-facing roles — the ability to present with confidence and clarity.
- Strong stakeholder management, comfortable engaging with accounts teams, IT teams, and senior finance leadership.
Must-Have — Analytical and Problem-Solving Skills
- Strong analytical thinking to map client accounting workflows, identify implementation risks, and propose solutions.
- Ability to connect the dots between what the client needs, what the software does, and what needs to be developed or configured.
- Detail-oriented with the ability to manage multiple client implementations simultaneously without dropping the ball.
