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Solution Associate (CPA)



Accounting & Finance
New York, NY, USA
Posted on Sunday, March 3, 2024

Solution Associate (CPA)

  • Customer Experience
  • New York
  • Intermediate
  • Full-time


Business communicates through the language of accounting. Yet the $400B financial reporting industry still relies heavily on inefficient and error-prone manual processes and legacy systems. Trullion is transforming this. Our AI-powered platform automates critical accounting and audit workflows, provides real-time reports and insights, and promotes new levels of collaboration for financial leaders. We believe in a more efficient, transparent, and human-oriented accounting world. A rapidly growing start-up with offices in Tel Aviv, New York, and London, Trullion has a global outlook framed by our multicultural world. We value collaboration and are deeply committed to the success of our employees, customers, and partners with investors that include Aleph, Third Point, Greycroft & Stepstone. Hiring diverse talent, regardless of race, gender, age, or sexual orientation, is key to our values, as we believe that diverse backgrounds brought together to create the strongest innovation and culture. If you are a big thinker who thrives in a fast-paced environment doing industry-changing work, Trullion is the place for you.

As a Solution Associate, your role is crucial in ensuring the successful implementation and utilization of our innovative software solutions for our customers. Your responsibilities will encompass providing exceptional professional services, including onboarding projects and ongoing technical know-how. As a product expert, you'll help our customers unlock the potential of our products for our customers, focusing on client satisfaction and the seamless adoption of our products. This position is an excellent opportunity for a highly skilled professional with a strong accounting background who wants to move from accounting to software. You will be an integral part of a rapidly growing company at the forefront of the industry.


  • Lead onboarding projects guiding new customers through the implementation of our products.
  • Provide technical support to resolve customer issues during US business hours.
  • Troubleshoot and resolve complex issues related to product functionality, data integration, and system configuration.
  • Collaborate with cross-functional teams to identify and address product enhancements bugs, and user experience improvements.
  • Deliver product training and assist with the creation of support documentation.
  • Gather client feedback and communicate it to the product development team for continuous improvements.


  • Bachelor's degree in Accounting, Finance, or related field.
  • Certified Public Accountant (CPA) qualification.
  • 4+ years of experience in accounting.
  • Excellent problem-solving and analytical skills.
  • Exceptional communication and customer service skills.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Detail-oriented with strong organizational skills.
  • Flexibility to adapt to changing priorities and handle multiple tasks efficiently.

Trullion's US annual salary range for this full-time position is $110,000 - $135,000 + Benefits. Our salary ranges are determined by role, level, and location. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Get in touch with our recruiter for more information, and let's meet.

About us

We embrace our core values in everything that we do:

  • Think BIG. We are ambitious, proactive, and we love challenging the status quo.
  • We live by truth. We uphold the highest standards of accuracy and accountability.
  • On Your Side. We are on this journey together and want to collaborate and empower each other to succeed.
  • Committed. Committed to execution. Committed to delivery. Committed to excellence.