Join Rillet as a Customer Excellence Engineer to enhance the sales-to-implementation process for finance teams.
Posted by employer 2 days ago
First seen on Joblaze 2 days ago
Last verified on the company career page 4 hours ago
Skills & Technologies
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AI in the day-to-day
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Not disclosed in this posting: years of experience, work arrangement, visa sponsorship.
Benefits
Joblaze summary
The Customer Excellence Engineer at Rillet plays a crucial role in ensuring a seamless transition from sales to implementation by managing customer requirements and expectations. This position requires expertise in solution consulting and familiarity with financial software, as well as strong communication skills to bridge technical and customer-facing teams. Ideal candidates are proactive problem solvers with a background in accounting or finance who thrive in a fast-paced environment. Rillet emphasizes a collaborative culture, making it essential for team members to engage actively with both clients and internal stakeholders.
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From the original posting
What You'll Do
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.
How Your Work Will Translate
Smoother customer kickoffs with clearer expectations and fewer implementation surprises.
Relevant demos and evaluations that help prospects understand how Rillet fits their needs.
Faster, more accurate RFP responses with less repeated effort.
Continuous improvements informed by feedback from sales cycles and implementations.
Who We're Looking For
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.
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.
The expected base salary range for this role is $110,000–$140,000 in New York City and San Francisco. Final compensation within this range will depend on factors including skills, experience, qualifications, and the scope of the role. This role is also eligible for equity and benefits.
Grow with us. Take meaningful ownership, expand your scope, and make an impact as Rillet scales.
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