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Presales Director

mycpe oneFort Lauderdale, FL

yesterday

Occupations

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelAccountants and AuditorsSales Engineers

Industries

Other Management Consulting ServicesOther Scientific and Technical Consulting ServicesOther Accounting Services
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About the role

Job Role: Director – Technology Advisor
Engagement Type: Full-Time or Part-TimeWork Mode: Fully Remote
Employment Type: 1099 Independent Contractor
Engagement Terms: Full-Time Working Hours: 8:00 AM – 5:00 PM ET (9 hours, including a 1-hour break) Part-Time Working Hours: 5 hours, including a 1-hour break, within US/Canada business hours Part-Time Compensation: Pro-rated based on mutually agreed working hours Initial Engagement Period: 3 months for both full-time and part-time engagementsMYCPE ONE is a leading solutions provider exclusively for CPA and Accounting firms across the United States, Canada, and the United Kingdom. With a comprehensive range of services including Continuing Education, Offshore Staffing, Local Talent Hiring, and M&A Advisory we deliver essential, cost-effective solutions to support firms of all sizes. Trusted by over 4000 CPAs and public accounting firms, MYCPE ONE combines deep industry expertise with an unparalleled client retention rate to drive growth and success. Were headquartered in Sugar Land, TX, with operational centres across India and the Philippines. (https://my-cpe.com/about)About the Product AssureOne is an AI-first platform for CPA and accounting firms that combines practice management (Assure Pro), bookkeeping (Assure Books), audit (Assure Audit), and tax preparation (Assure Tax) in one connected system. Our target customers are accounting firms in the US and Canada. Candidates should review the AssureOne website before the interview
Role Purpose: This is a consultative, advisory role, not a demo role. The person will act as a trusted technology advisor to accounting firms, helping them understand how a connected platform can simplify their technology, cut down on disconnected tools, and reduce the labour hours their teams spend on manual work. They will guide firms from first conversation through implementation and ongoing optimization.
Key Responsibilities: Engage with both prospective and existing clients, building long-term advisory relationships with firm owners, partners, and operations leaders. Explain and educate firms on the AssureOne platform, including live product walkthroughs tailored to each firm’s size, services, and workflows. Assess each firm’s current tech stack and processes, identify gaps and inefficiencies, and recommend how AssureOne and their other tools should fit together. Guide clients through implementation, working with our onboarding team on setup, migration, and adoption. Advise clients on optimizing their technology over time to reduce manual effort, duplicate data entry, and labour hours. Follow up consistently with prospects and clients to move conversations forward and keep existing clients engaged. Maintain accurate records of client conversations, recommendations, and next steps in our CRM.Share client feedback and feature requests with the product team.
Must-Have: Experience Experienced in solutions consulting, pre-sales, sales, implementation, or customer success for software used by accounting firms, specifically practice management software (e.g. Karbon, Canopy, TaxDome, Financial Cents) or tax preparation software (e.g. CCH Axcess, Lacerte, UltraTax, Drake, ProConnect).Hands-on experience running live product demos and walkthroughs for accounting firms. Proven experience working with US and Canadian accounting firms. Deep understanding of how accounting firms operate: tax season workflows, engagements, organizers, K-1s, trial balance, workpapers, bookkeeping close, and the common tools in a firm’s tech stack. Ability to advise firms on technology decisions credibly and in practical, business terms. Good to Have Experience supporting software implementations or data migrations. Familiarity with CRM tools (HubSpot, Salesforce, or similar).Comfort explaining AI features in simple, practical terms.
Key Skills: Excellent spoken and written English. Consultative communication. Ability to understand a client’s problems before recommending solutions. Objection handling. Organized follow-up and pipeline management.
Initial Engagement & Extension: The initial engagement will be for 3 months for both full-time and part-time. During this period, we will evaluate performance and share feedback. If client demand grows and the engagement is going well, we may extend it into a larger, longer-term role.

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JOB OVERVIEW

Experience level

Lead

Location

Fort Lauderdale, FL

Occupation

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

Industry

Other Management Consulting Services

Posted

yesterday

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