Senior Solution Consultant, Finance Solutions

Position Description:

At ServiceTrade, you’ll build technology that matters — for your career, your team, and the thousands of commercial contractors who rely on our platform every day. We’re on a mission to partner with commercial trades to deliver technology that enhances technician productivity, improves customer experiences, and drives scalable growth.

We’re looking for a Senior Solution Consultant, Finance Solutions who’s excited to make an impact. In this role, you will be responsible for ServiceTrade's technical authority on two fronts at once: everything our platform does for the finance side of a commercial trades business, including AR/AP, job costing, GL sync, revenue recognition, audit-ready records, and how we actually get a customer there, from integration architecture through go-live. You'll partner with Account Executives across the deal cycle, bring in fellow Solution Architects and Technical Account Managers at the right moments, and make sure what gets sold is what gets delivered.

You are the bridge between what Sales promises and what Implementation delivers, and prospects should never be able to tell the difference in how confidently you talk about either one.

Why ServiceTrade:

You’ll belong here from the start.

We bring together kind, curious people with diverse perspectives and trust them with meaningful work. You’ll have ownership, clarity, and support to solve real problems, make a visible impact for our customers, and continue growing as your role evolves.

On the Solution Architecture team, you’ll have the opportunity to sit at the center of a deal from the first technical conversation to the implementation handoff, with real influence over how our accounting integrations and financial capabilities get positioned, sold, and delivered. This is a newly specialized seat, so you’ll help define what finance-focused Solution Architecture looks like at ServiceTrade rather than inherit a finished playbook. Our senior Product Managers own the accounting integrations roadmap, and you’ll have a direct line into it, not just a seat at the table. You’ll have the ownership, clarity, and support to solve real problems and make a visible impact for our customers from day one.

About You:

You've spent enough time around general ledgers, AR aging reports, job costing, and month-end close that a Controller or CFO’s questions don't rattle you: you've either lived in an accounting or ERP-adjacent role yourself, or you've sold and supported software into finance teams long enough to think the way they think. You move fluidly between a CFO's cash-flow concerns and an integration architect's questions about sync frequency and webhook retries, translating between the two without losing precision in either direction.

You’ve earned the respect of people who know more than you in at least one area, including Solution Architects and Technical Account Managers with deep field service expertise and the product leaders who own the roadmap. You show up with evidence, not talking points, and you're comfortable being challenged by people who've earned the right to challenge you. You'd rather walk a skeptical Controller through exactly how a ServiceTrade accounting integration handles a rejected invoice than gloss over it, because you know somebody else on your team has to make good on whatever you say in the demo.

Key Responsibilities and Activities: .

Winning Trust with AR/AP, Controllers, and CFOs:

• Lead technical discovery and solution presentations with AR/AP staff, Controllers, and CFOs, translating requirements (job costing, revenue recognition, retainage, multi-entity consolidation, audit trails) into a credible ServiceTrade solution
• Demonstrate how ServiceTrade's integrations with QuickBooks, Sage Intacct, NetSuite, Microsoft Dynamics 365, Acumatica, Vista, Spectrum, ComputerEase, and other ERP/accounting platforms eliminate duplicate entry and keep field and office data in sync
• Run structured proof-of-concept and technical evaluation engagements, including validating integration accuracy against a sample of the prospect's own accounting data where appropriate, so finance stakeholders can confirm the result rather than take it on faith
• Own the technical and security sections of RFPs, RFIs, and vendor security or compliance questionnaires that touch financial data, pulling in Security, Legal, or Product as needed
• Speak fluently to the financial outcomes finance leaders care about, like accelerated invoicing, reduced days sales outstanding (DSO), tighter AR visibility, fewer billing errors, backed by real product mechanics
• Handle objections and edge cases live and in the room (partial payments, retainage, multi-branch GL mapping, tax handling) without punting every hard question to engineering

Making the Sale and the Delivery Match:

• Explain, in specific and credible terms, how a ServiceTrade accounting integration actually gets implemented: data mapping, sync architecture, testing/UAT, cutover sequencing, and the timeline a prospect should realistically expect
• Partner with fellow Solution Architects and Technical Account Managers throughout scoping and delivery planning on complex or multi-entity accounting implementations, so the pre-sales story and the post-sale reality stay in lockstep: what gets sold is what gets built
• Build and maintain reusable demo environments, ROI models, and discovery frameworks for finance and accounting stakeholders
• Develop and maintain implementation-readiness materials, SOWs, integration scoping questionnaires, and handoff documentation, used across the Revenue and Implementation organizations
• Bring the finance buyer's perspective directly into roadmap and prioritization conversations with the Product Managers who own the accounting integrations platform, and hold your own when priorities get debated

Raising the Bar Across the Team:

• Assist in training and enabling the broader Account Executive team on accounting fundamentals, common objections, and how to recognize when a deal needs you in the room, so more of these conversations can happen without you over time
• Mentor fellow Solution Architects on accounting-fluent discovery, demo technique, and how to hold their own with a skeptical financial buyer
• Flag tooling or process gaps, like demo environments, integration sandboxes, ROI calculators, to Solution Architecture leadership and Product as they come up

Cross-Functional Collaboration:

• Work alongside Account Executives throughout the sales cycle as the named technical resource for any deal with meaningful accounting or financial-operations complexity
• Provide structured, timely handoffs to Technical Account Managers and the Implementation team so no context is lost between the sales cycle and go-live
• Maintain a working knowledge of the commercial service contracting industry and ServiceTrade's full platform, with particular depth in accounting integrations, job costing, and financial reporting

Knowledge and Skills:

• Experience: 5-7 years in a technical solution architecture, sales engineering, or solutions consulting role in B2B SaaS, ideally supporting deals involving accounting, ERP, or financial-operations stakeholders
• Accounting Fluency: working command of core accounting concepts (GL structure, AR/AP, job costing, revenue recognition, month-end close) sufficient to run a credible conversation with a Controller or CFO without a subject-matter expert in the room
• Technical Fluency: hands-on familiarity with at least one accounting/ERP platform (QuickBooks, Sage Intacct, NetSuite, Microsoft Dynamics 365, Acumatica, or similar) and a working understanding of integration mechanics, like REST APIs, webhooks, OAuth/token flows, sync architecture
• Discovery, Demo & POC Skills: demonstrated ability to run technical discovery, build and deliver tailored demos and proof-of-concept evaluations, and defend a technical position under real scrutiny from experienced technical and financial stakeholders
• RFP & Security Response: experience owning the technical and security portions of RFPs, RFIs, and vendor security or compliance questionnaires, ideally involving financial or sensitive data
• Collaboration: comfortable operating as a peer among Solution Architects, Technical Account Managers, and Product Managers with deep tenure and expertise, while contributing evidence-backed positions, not deferring to seniority
• Enablement: experience creating training content, playbooks, or coaching materials for other sellers, not just closing your own deals
• Communication: excellent presentation, written, and verbal communication skills; able to flex between an executive financial audience and a hands-on technical one in the same day
• Practical AI Fluency: comfortable using AI tools (e.g., Claude, Notion, Gemini) to accelerate discovery prep, ROI modeling, or content development
• Some travel required for on-site prospect and customer meetings

Preferred Experience:

• Field service, commercial contracting, or vertical SaaS experience
• A CPA, accounting degree, or prior accounting/finance-operations role
• Experience mentoring or enabling other sales or solution architecture team members
• Experience implementing (not just selling) one of ServiceTrade's supported accounting/ERP integrations

A few things you’ll want to know:

What does ServiceTrade do?

ServiceTrade is a best-in-class field service management platform that helps commercial fire protection and mechanical service contractors build efficient and growing businesses. With more than a decade of innovation and 1500 customers, ServiceTrade streamlines operations from the field to the office, boosts technician productivity, and enhances the end-customer experience.

Ok, so why should I care about that?

Our customers do essential work — often behind the scenes — and our software helps them do it better. They’re smart, hardworking people, and we take pride in helping them grow their businesses, earn more revenue, employ more skilled workers, and deliver greater value to their own customers. When you work at ServiceTrade, your impact extends beyond our walls, supporting communities and markets you might never have thought about — and making work that truly matters every day.

What kind of working environment do you have?

We’re a growing business focused on building with intention and operating with purpose. You’ll have meaningful responsibility and the trust to do your best work from the start. We encourage calculated risks and bold experimentation, while providing opportunities to learn, grow, and turn today’s lessons into tomorrow’s breakthroughs—all in service of big ambitions and real customer impact.

Learn more about our culture and values on our About Us page.

What kind of benefits do you offer?

• Medical through Cigna, PPO and HDHP options, including a Health Savings Account with company contributions Dental and Vision through Unum
• Flexible Spending Account and Dependant Care Account
• Company-paid Life insurance, STD and LTD
• Voluntary benefits including Supplemental Life Insurance, Critical Illness, Accident and Pet Insurance
• 401(k) with up to 3% employer match and NO vesting period
• Flexible PTO policy
• 10 company holidays
• Parental Leave
• Paid Time Off for Volunteering
• Employee Reimbursement Program to use for well-being, technology and/or professional development

Want to know more?

Go ahead and apply! Let’s get to know each other.

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ServiceTrade is not registered to hire in all 50 states. You must reside in one of the states listed to be considered.

(AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA)

EEO Statement:
ServiceTrade provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Please Be Aware of Recruiting Scams

To protect yourself against the increasing number of recruiting scams, please make sure that you are communicating with ServiceTrade. We communicate through our corporate website servicetrade.com , through corporate emails utilizing our domain name of @ servicetrade.com , and through servicetrade.greenhouse.io. Be vigilant when checking domains because imitators often make very small changes to trick the eye. Additionally, please know that ServiceTrade does not use text messaging or public messaging platforms, such as Telegram or Whatsapp, to make initial contact with candidates and ServiceTrade will never ask an employment candidate for financial information or for payment of any kind.