
51 - 200 employees
Founded 2020
☁️ SaaS
💳 Fintech
🤝 B2B
💰 $113M Venture Round - Aiwyn on 2024-12
SaaS • Fintech • B2B
Aiwyn is a software platform for accounting firms that combines payments automation, practice management, a client experience portal, and a core tax system into a single, integrated solution. It helps firms accelerate payments, automate invoicing and reconciliation, modernize practice operations (time tracking, billing, project and resource management), and centralize client interactions and tax workflows. Aiwyn focuses on B2B partnerships with accounting firms and integrates with the wider accounting technology ecosystem; it recently acquired QuickFee’s U. S. payments business to strengthen its payments capabilities.
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51 - 200 employees
Founded 2020
☁️ SaaS
💳 Fintech
🤝 B2B
💰 $113M Venture Round - Aiwyn on 2024-12
SaaS • Fintech • B2B
Aiwyn is a software platform for accounting firms that combines payments automation, practice management, a client experience portal, and a core tax system into a single, integrated solution. It helps firms accelerate payments, automate invoicing and reconciliation, modernize practice operations (time tracking, billing, project and resource management), and centralize client interactions and tax workflows. Aiwyn focuses on B2B partnerships with accounting firms and integrates with the wider accounting technology ecosystem; it recently acquired QuickFee’s U. S. payments business to strengthen its payments capabilities.
• Own the technical evaluation end-to-end. Lead technical discovery, feasibility assessment, and solution architecture across the pre-sale cycle. You're the definitive answer to "can we do this, and what will it take?" • Design systems-level solutions. Translate firm workflow requirements into integration blueprints spanning APIs, webhooks, data migration, ETL, and SSO — and assess feasibility without pulling in Engineering for every question. • Produce contract-quality scoping documents that Delivery Leads can execute without re-discovery. Your work product sets the implementation up to succeed. • Run executive rooms. Build credibility with firm-side CTOs, COOs, and partners and shape deal strategy alongside our AEs, influencing evaluation criteria and accelerating technical buyer trust. • Uncover what firms actually need including what they can't articulate and synthesize findings into designs, timelines, and constraints. Knowing when to say no is part of the job. • Build the playbook. Turn ad hoc wins into a reproducible structure that reduces ambiguity for everyone around you. • Carry field signal back to Product with specificity patterns across engagements, not one-off feature requests. • Show up in person. On-sites and joint sales calls are a material part of this role, and you genuinely enjoy them.
• Proven pre-sales, post-sales, solutions architecture, or solutions engineering experience in B2B SaaS, ideally FinTech or accounting technology, at a fast-growth 0-1 company or an early-series growth-stage company. • Ideally have fluency in the accounting tech stack: GL systems, practice management platforms, document management, and billing infrastructure with an understanding of how Big 4, Top 25, and regional firm environments differ. • Command of APIs, webhooks, data migration, ETL, and SSO sufficient to design integrations and judge feasibility independently. • Hands-on fluency with AI tools and AI-assisted workflows in production and the ability to speak credibly to where the technology is headed. • Exceptional communication across audiences: technical depth at the whiteboard, executive presence in the boardroom. • Coachability and self-awareness: you can walk us through a deal you scoped poorly, what you learned, and how it changed your next scoping conversation. • A builder's instinct: you've created structure where none existed and made your work reproducible. • Enthusiasm for travel and on-site customer engagement.
• Adventure travel stipend — a $1,000 travel reimbursement on your work anniversary each year. We encourage our team to recharge and explore the world beyond their home office walls. • Remote, work-from-anywhere culture • Flexible PTO • World-class health benefits — Health, vision, dental, HSA/FSA, and mental health support. • Stock options — every Full-Time Employee has ownership in Aiwyn's future and success. • 401(k) matching
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