
51 - 200 employees
Founded 2014
⚖️ Legal
📦 Logistics
📣 Marketing
Legal • Logistics • Marketing
Suralink is a client engagement platform designed to enhance the document collection workflow for professionals in various industries, notably audit, tax, and consulting. By streamlining processes such as request list management, secure file sharing, and document signing, Suralink helps firms improve efficiency, reduce time spent on document management, and foster better client relationships. The platform is trusted by over a thousand firms globally, showcasing its effectiveness in facilitating smoother operations in client engagements.
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51 - 200 employees
Founded 2014
⚖️ Legal
📦 Logistics
📣 Marketing
Legal • Logistics • Marketing
Suralink is a client engagement platform designed to enhance the document collection workflow for professionals in various industries, notably audit, tax, and consulting. By streamlining processes such as request list management, secure file sharing, and document signing, Suralink helps firms improve efficiency, reduce time spent on document management, and foster better client relationships. The platform is trusted by over a thousand firms globally, showcasing its effectiveness in facilitating smoother operations in client engagements.
• Partner with AEs to design and deliver compelling demos and pilots for enterprise and strategic firms, focusing on new products and AI-enabled audit workflows • Serve as a subject matter expert in workshops and demos to uncover customer pain points and position solutions • Redesign and standardize demo flows across Suralink’s product suite by persona and segment • Maintain high-fidelity demo environments mirroring financial statement tie-outs, audit testing, tax procedures, and AI-assisted workflows • Train AEs and CSMs to run core demos end-to-end • Design structured pilots and proofs of concept with entry criteria, timelines, and success metrics tied to real firm workflows • Translate firm methodology and business-process success criteria into product-use guidance • Drive 60%+ win rates on engaged pilots • Capture and synthesize market feedback, recurring use cases, and friction points to inform the product roadmap • Translate audit, tax, and advisory workflows into messaging, enablement, and content • Partner on value-engineering initiatives connecting the product to customer impact
• CPA or equivalent audit/accounting background • Approximately 3–7 years in public accounting • Hands-on experience with audit procedures, methodology, documentation, and review • Experience with financial statement tie-outs and supporting workpapers • Experience with testing, sampling, and evidence management • 2–5 years as a Solutions Consultant in B2B SaaS, ideally within accounting, audit, finance, or close-management technology • Experience in a high-growth environment selling into firms or corporate finance/audit teams • Demonstrated success supporting enterprise or strategic deals, including multi-stakeholder sales cycles • Experience participating in or leading an Emerging Technology, Innovation, or Digital Transformation committee or similar body • Proven ability to collaborate cross-functionally with Sales, Product, and Customer Success • Familiarity with AI-powered tools for audit analytics, testing, or documentation support • Experience designing and rolling out sales enablement programs for AEs and CSMs • Comfort speaking at customer webinars, training sessions, or industry events as a subject-matter expert in audit, tax, or accounting technology
• Remote-friendly policy • Medical/vision/dental insurance • Flexible PTO policy • Ten paid holidays • Parental leave • Professional development allowance • Community involvement
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