Financial Technology Consultant (Product & Accounting Focus)

*Topkey is a financial technology company and is not a bank. Banking services provided by Thread Bank; Member FDIC.

Why You Should Join Topkey

• Work That Matters: You’ll be at the heart of helping customers implement, adopt, and fully leverage our platform to run their financial operations. Your work will directly influence product quality and customer outcomes.
• Own real outcomes: You’ll work directly with operators to implement Topkey, solve accounting and workflow issues, and guide them through best practices. This is a strategic, high-leverage role focused on execution, not escalation.
• Work Alongside Product & Founders: You’ll work directly with our Head of Technology Consulting and work closely with engineering to shape how we scale. You’ll play a major role in influencing the future of our product. You will also work closely with a number of key members of the team who helped successfully scale other financial and hospitality companies like Brex and Airbnb. 
• Join a Rocket Ship: We are growing rapidly, and this trend is not slowing down as we establish a strong product-market fit and your work will be crucial in ensuring we keep the high standard we have set on providing the best customer experience in the industry.

Role Overview

We’re looking for someone with accounting and product experience to work directly with our customers as they adopt and scale on Topkey. You’ll help operators get set up, solve real financial workflows, and make sure they’re getting the most out of the platform. You’ll work closely with the founders, engineers, and our Head of Technology Consulting to improve the product and shape how we grow.

What You’ll Do:

• Guide new customers through implementation, setup, and training.
• Help operators translate accounting workflows into Topkey’s system.
• Troubleshoot issues and surface feedback to engineering.
• Schedule recurring meetings with key customers to drive usage and adoption.
• Track customer health and proactively flag issues before they escalate.
• Serve as a strategic partner for high-value customers.

Who We’re Looking For

We’re looking for someone with both technical depth and great people instincts. You’ll need to be fluent in how financial operations work and able to translate that into practical outcomes for users.

You’re comfortable bridging gaps between accounting teams, property operators, and software engineers. You know how to ask the right questions, identify root causes, and influence product decisions through insight, not volume.

You may have experience in:

• SaaS onboarding or implementation
• Accounting or ERP systems
• Fintech, vertical SaaS, or proptech
• Client enablement, solutions consulting, or customer onboarding

Qualifications

• 2 to 5 years of experience working in a fast-paced startup or finance team where you’ve been hands on with the numbers and consulting.
• Strong grasp of accounting fundamentals, particularly AP, reconciliation, and reporting
• Experience working cross-functionally with product and engineering teams
• Highly organized and able to manage multiple accounts and priorities
• Excellent written and verbal communication skills
• Based in or willing to relocate to Nashville, TN‍

Preferred Experience

You’ll stand out if you bring one or more of the following:

• CPA or equivalent accounting certification
• Hands-on experience with ERP software such as QuickBooks, Sage Intacct, NetSuite, or Microsoft Dynamics
• Familiarity with ASC 606 and SaaS revenue recognition principles
• Prior experience leading ERP or accounting system implementations
• Background in an early-stage startup environment where you’ve helped build processes from the ground up
• Customer-facing experience in a B2B SaaS environment focused on product adoption or technical enablement

Nice to Haves

• Experience in either SaaS or fintech.
• Experience in the vacation rental, hotel, or property management industry.
• Experience working in a startup environment

Even if you don’t meet 100% of the above qualifications, you should still seriously consider applying. Research shows that you may still be considered for a role if you meet just half of the requirements.

*Topkey is a financial technology company and is not a bank. Banking services provided by Thread Bank; Member FDIC.

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