AI Consultant (Permanent – Onsite – New York, NY)

An opportunity has come through our network for an AI Consultant at a high-growth SaaS company. This company is actively transforming the accounting industry through no-code AI automation. This permanent position, based 5 days onsite in New York, NY, offers a competitive salary ranging from $70,000 – $110,000 annually.

This is a client-facing, hands-on role where you’ll collaborate directly with finance professionals. You’ll design and implement AI-powered workflows using a no-code platform. Your work will involve translating real-world accounting processes into smart automations that eliminate repetitive tasks, save time, and unlock new efficiencies—all without writing a single line of code.

What You’ll Do: Revolutionizing Accounting with No-Code AI

As an AI Consultant, you’ll be on the front lines of transforming accounting workflows, leveraging cutting-edge no-code AI automation to drive efficiency and accuracy for various firms. Your role blends direct client engagement with hands-on solution design and continuous improvement.

• Partner with Accounting and Finance Teams: You’ll collaborate closely with accounting and finance teams to gain a deep understanding of their existing workflows, pain points, and operational needs. This partnership is crucial for accurately identifying high-impact automation opportunities where AI can deliver significant value by streamlining processes and eliminating repetitive tasks. Your ability to bridge the gap between business processes and technical solutions is key.
• Design, Build, and Test AI Agents: You will be directly responsible for designing, building, and rigorously testing AI agents using a no-code platform. This involves configuring intelligent automation sequences that can mimic human actions, process data, and execute tasks autonomously within accounting workflows. Your hands-on approach ensures that the AI solutions are precisely tailored to client needs and perform reliably.
• Support Onboarding, Training, and Adoption: You’ll play a vital role in ensuring the successful integration of the no-code AI platform within accounting firms. This includes providing comprehensive onboarding support to new users, delivering effective training sessions to equip them with the necessary skills, and actively promoting the adoption of the platform across their organization. Your commitment to user success drives the widespread impact of AI solutions.
• Document Best Practices and Provide Product Feedback: You will meticulously document best practices for utilizing the no-code AI platform in various accounting and finance scenarios. This documentation will serve as a valuable resource for users and future implementations. Furthermore, you’ll provide crucial feedback to improve the product, sharing insights gleaned from client interactions and hands-on experience to guide future feature development and platform enhancements.
• Stay Current on Industry Trends: You will continuously stay current on trends in accounting, finance, and automation. This involves actively researching new industry developments, emerging technologies, and best practices. Your commitment to ongoing learning ensures that the AI solutions you design remain cutting-edge and relevant to the evolving needs of the accounting industry.

What We’re Looking For: Your Expertise in Finance and No-Code Automation

To excel as an AI Consultant, you’ll need a strong background in accounting or finance, coupled with a tech-savvy mindset, a passion for process improvement, and excellent client-facing communication skills.

• Experience in Accounting, Finance, or Related Fields: You must possess 3+ years of verifiable experience in accounting, finance, or closely related fields. This includes practical experience in areas such as public accounting, corporate finance, or bookkeeping. This domain expertise is crucial for understanding client workflows and identifying relevant automation opportunities.
• Strong Understanding of Accounting Workflows and Terminology: You are required to have a strong understanding of accounting workflows and terminology. This includes familiarity with common accounting processes (e.g., accounts payable, accounts receivable, general ledger, month-end close) and the specific language used within the finance industry. Your ability to quickly grasp and analyze these processes is essential for designing effective AI solutions.
• Analytical Mindset with a Passion for Process Improvement: You bring a highly analytical mindset, capable of dissecting complex workflows, identifying inefficiencies, and diagnosing operational bottlenecks. This is coupled with a genuine passion for process improvement, demonstrating a proactive approach to optimizing operations and enhancing productivity through automation.
• Tech-Savvy and Eager to Learn New Tools (No Coding Required): You are inherently tech-savvy and eager to learn new tools. This indicates your comfort with technology, your ability to quickly master new software platforms, and your enthusiasm for exploring innovative solutions. Crucially, this role emphasizes no coding required, making it accessible to those with strong analytical skills but no programming background.
• Excellent Communication and Client-Facing Skills: You possess excellent communication and client-facing skills. This is vital for effectively partnering with accounting and finance professionals, eliciting requirements, presenting solutions clearly, providing engaging training, and building strong relationships with clients. Your ability to articulate complex concepts simply is key to successful adoption.
• (Bonus) Experience with Accounting or Automation Platforms: Experience with popular accounting tools such as QuickBooks, NetSuite, Xero, or familiarity with various automation platforms would be a significant bonus. This practical experience indicates an understanding of existing tools and processes within the accounting tech stack.

What’s in it for me? Impact, Growth, and Industry Transformation

This permanent AI Consultant position in New York, NY, offers a compelling environment for professional growth and significant impact within a high-growth SaaS company.

• Transform the Accounting Industry: You’ll be part of a company actively transforming the accounting industry through innovative no-code AI automation. Your work will directly impact how accounting firms operate, driving efficiency and eliminating repetitive tasks on a large scale.
• High-Growth SaaS Environment: You’ll work within a high-growth SaaS company, which typically offers a dynamic, fast-paced environment with ample opportunities for learning and career advancement as the company scales.
• Client-Facing, Hands-On Role: This is a client-facing, hands-on role, providing direct interaction with finance professionals. You’ll design and implement AI-powered workflows, seeing the direct impact of your solutions in real-world accounting processes.
• Eliminate Repetitive Tasks and Unlock Efficiencies: Your primary contribution will be to help accounting firms eliminate repetitive tasks and unlock new efficiencies. This directly translates into significant time savings and increased accuracy for clients, providing measurable value.
• Shape the Future of Accounting Automation: You’ll be at the forefront of designing and implementing AI-powered workflows using a no-code platform, directly influencing how accounting processes are automated and streamlined in the future.

Work Environment:

This role is 5 days onsite in NYC, requiring daily presence at the designated facility to foster direct client collaboration and team engagement.

Are you ready to use no-code AI to transform the accounting industry?