Accountfy

Product Manager

• Defining the product and monitoring adherence to established guidelines;
• Overseeing the development team to ensure alignment and delivery of features/improvements that drive the product;
• Creating, prioritizing and managing the backlog, incorporating features and projects requested by the product area;
• Analyzing issues and driving the most appropriate technical solutions with the squads;
• Identifying opportunities, defining scope and planning together with the development team;
• Facilitating communication and collaboration between the product and business teams and the technical team;
• Assisting the team with the product's strategic vision;
• Monitoring solution development to ensure quality of deliveries;
• Reviewing quantitative and qualitative feedback on deliveries, coordinating debugging and incorporating new insights into the product discovery and delivery processes;
• Preparing reports on the progress of tasks/projects.

Product Owner

Customer Support

• Lead and execute implementation projects for the Accountfy platform, from initial analysis through completion.
• Develop and implement detailed implementation plans, identifying milestones and required resources.
• Analyze business requirements and translate them into effective technical solutions.
• Ensure correct configuration of the Accountfy platform.
• Provide training and support to end users and internal teams, ensuring a smooth transition to the new systems.
• Monitor and report project progress, ensuring effective communication with all stakeholders.
• Evaluate and document the effectiveness of the implementation, identifying opportunities for continuous improvement.
• Perform data parameterization during project phases of system implementations.
• Collaborate directly with CFOs, Controllers, and Auditors to ensure the quality and reliability of delivered data.
• Manage relationships with portfolio clients and analyze performance indicators.

Implementation and Customer Success Consultant

• Plan, monitor, and control the team’s weekly implementation activities
• Actively participate in project meetings and strategic decision-making
• Map closing routines, prepare financial statements and management presentations together with clients for platform configuration
• Validate project schedules and key project documents (Blueprints) with stakeholders
• Perform timely reviews and provide technical follow-up on deliverables for each project phase
• Support the team with training and clarification of technical and system-related questions
• Actively manage the client portfolio, ensuring adherence to best practices and the company’s methodology
• Plan implementations of complex accounting structures (multi-currency, GAAP adjustments, among others)
• Ensure compliance with IFRS, BRGAAP and USGAAP in deliverables and configurations
• Consolidate accounting data and support audits directly through the platform
• Work closely with CFOs, Controllers and Auditors, ensuring a high technical standard and trust in deliverables
• Monitor deadlines and portfolio success metrics and work to build long-term client relationships

Projects and Customer Success Coordinator

Business Development Rep

• Prospecção consultiva com foco em entender as dores dos clientes e oferecer soluções de gestão financeira.
• Qualificação de leads utilizando metodologias como SPIN e MEDDIC.
• Comunicação clara e efetiva por meio de e-mails e mensagens impactantes.
• Colaboração com equipes de vendas, marketing e produto.

Business Development Representative

Financial Planning and Analysis

• Manage the full consultative sales cycle (from prospecting to closing)
• Conduct client diagnostics, map pain points, and propose solutions based on the Accountfy platform
• Collaborate with internal teams (pre-sales, implementation, product, and marketing) to ensure a smooth customer journey
• Deliver executive presentations and demonstrations focused on ROI, productivity, and financial intelligence
• Keep the CRM up to date and use data to inform strategic decisions

Product Owner

Implementation and Customer Success Consultant

Projects and Customer Success Coordinator

Business Development Representative

Sales Executive – Accountfy Platform, SaaS, Finance, B2B