[Remote] Transformation Lead at Aiwyn

United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

5–8+ years of experience in Solutions Architecture, Technical Consulting, Implementation Engineering, or Systems Integration—preferably in SaaS
Strong background designing and delivering integrations (API-based, file-based, or platform-based)
Experience supporting or deploying pre-GA/beta products, or partnering with Product/Engineering on early-stage features
Experience in data mapping, system configuration, and complex multi-product deployments
Bonus: Experience supporting multi-entity roll-ups, multi-location deployments, or multi-phase rollout programs

Responsibilities

Own the technical design for complex implementations, including data flows, integration patterns, and cross-product configuration
Develop solution architecture diagrams, implementation plans, and integration specifications
Ensure solutions are scalable, stable, secure, and aligned to best practices
Advise Implementation Managers and Technical Specialists on edge cases, constraints, and technical approaches
Lead the technical discovery, feasibility assessment, and implementation approach for new and pre-GA products
Partner with Product and Engineering to define requirements, identify potential issues, and provide structured feedback loops
Support and guide beta customers through technical setup and early adoption
Serve as the senior technical escalation point for API issues, data mapping challenges, workflow design, and integration problems
Lead root-cause investigations and drive systematic resolution strategies
Identify patterns across customers to reduce repeat issues and improve product and implementation processes
Create and maintain technical playbooks, architecture templates, integration guides, and configuration standards
Define technical best practices that improve quality and reduce onboarding time for all customers
Partner with Enablement to translate technical processes into customer-facing content
Collaborate closely with Product, Engineering, Implementation Delivery, and Support to ensure alignment on features, capabilities, and rollout planning
Participate in customer-facing meetings where technical expertise is required—especially for high-value or complex accounts
Influence product roadmap decisions by representing implementation feasibility and technical field insights

Aiwyn

AI-driven automation platform for accountants

About Aiwyn

Aiwyn offers a Practice Automation platform for accounting firms, leveraging AI and machine learning to automate revenue processes by extracting client data from existing practice management and CRM systems. The platform streamlines billing, accelerates client payments, and provides predictive insights for financial health.

Charlotte, North CarolinaHeadquarters

2020Year Founded

$109.9MTotal Funding

LATE_VCCompany Stage

Consulting, Enterprise Software, Financial ServicesIndustries

51-200Employees

Benefits

Remote Work Options

Unlimited Paid Time Off

Health Insurance

Dental Insurance

Vision Insurance

Mental Health Support

401(k) Company Match

Stock Options

Employee Discounts

Risks

Emerging fintech startups may erode Aiwyn's market share.

Integration challenges with CPA systems could delay adoption of new solutions.

Economic downturns may reduce CPA firms' tech spending.

Differentiation

Aiwyn automates AR processes, freeing partners to focus on client value.

Client Engagement Automation streamlines client intake and engagement letter processes.

Aiwyn integrates AI and cloud tech for superior client experiences.

Upsides

Aiwyn secured $113M to enhance CPA firm operations and tax technology.

Growing demand for AI-driven automation boosts Aiwyn's market potential.

Aiwyn's high NPS score indicates strong customer satisfaction.

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