Implementation Consultant

About AssetaAsseta is an AI-native operating system purpose-built for UHNWIs, family offices, and RIAs, with over $130B in assets on platform. Our flagship product, The Intelligent Family Office Suite®, enables family offices to operate efficiently, securely, and insightfully in an era of generational wealth transfer and digital transformation.Our mission is to empower family offices to achieve financial excellence through intuitive, enterprise-grade software and expertise. We simplify complex wealth management and accounting, foster transparency, and ensure data security, delivering unwavering support for our clients' wealth preservation and growth.The OpportunityAsseta is seeking Implementation Consultants to report to our Head of Implementation. You'll help family office clients configure, adopt, and get the most out of the platform, sitting at the intersection of accounting expertise and enterprise software. Translating each client's financial processes into a working Asseta configuration, you'll partner with project managers and engineering to deliver successful go-lives and build trusted relationships with client teams.As an Implementation Consultant, You WillPartner with clients during onboarding to understand their accounting workflows, chart of accounts, and reporting needsConfigure and implement the platform to align with each family office's financial processes and controlsSupport data migration, testing, and validation to ensure accurate, reliable go-livesServe as a knowledgeable resource on accounting best practices and platform functionalityDeliver client training and create onboarding documentation to drive adoptionTranslate client feedback into clear product and engineering requirementsCollaborate with project managers and engineering to keep implementations on time and on scopeQualifications2+ years of experience in accounting, financial operations, or software implementation/consultingSolid understanding of accounting fundamentals, financial reporting, and chart-of-accounts structuresHands-on experience with enterprise accounting software (NetSuite, Sage Intacct, QuickBooks, or similar) is preferredStrong communication skills, with the ability to explain concepts to technical and non-technical audiencesDetail-oriented and organized, able to manage multiple client engagements accuratelyA client-first mindset and enthusiasm for solving problemsCPA, family office, or wealth management experience is a plusCompensation and BenefitsAsseta offers competitive compensation along with a benefits package that includes:Base salary of $90,000–$125,000Equity plan eligibilityComprehensive health, dental, and vision coverageUnlimited paid time offConference sponsorships and training opportunitiesFrequent company off-sites and team-building eventsOn-site at our New York City headquarters