About SumIt

There's a version of family office accounting software that's been around for 20 years, costs a fortune, requires a 6-month implementation, and still can't do multi-entity consolidations without a consultant. SumIt is the alternative.

We're building the simplest, most configurable multi-entity general ledger purpose-built for the wealth management space — SFOs, MFOs, business managers, and the accounting firms that serve them. Not a generic GL bolted onto a wealth platform. Not QuickBooks with a facelift. A real general ledger, built from the ground up for the people who actually do the books at family offices.

We've grown fast, doubled our business every year, and we have financial discipline — a clear path to profitability. We're a team of ~10 people, headquartered in NYC, building something we expect to matter for decades.

About the Role

You'll own the onboarding journey for new SumIt clients — primarily single and multi-family offices — from kickoff through go-live. You'll partner with family office accountants, controllers, and CFOs to configure their SumIt environment, migrate their data, train their teams, and set them up for long-term success.

Our clients run complex entity structures and multi-entity reporting unique to the family office space. You'll manage 5-10 concurrent implementations on 2-4 month timelines, working alongside Customer Success, Sales, and Product. Family offices are relationship-driven, and every implementation is the start of a long-term relationship — we're looking for someone who treats every client like the most important client.

Remote or based in our DUMBO, Brooklyn office. East Coast business hours. Reports to our Customer Success lead.

What You'll Do

• Lead end-to-end implementations on 2-4 month timelines — discovery, configuration, training, and handoff to Customer Success
• Configure SumIt environments: entities, COA, dimensional structures, permissions, and integrations
• Lead COA conversions and data migrations from QuickBooks, Sage, Archway, Advent Geneva, and other legacy systems
• Train accountants and controllers; manage relationships across client teams, external CPAs, and custodians
• Surface client feedback to Product and help build SumIt's implementation methodology — templates, playbooks, configuration standards
• Occasionally join Sales calls on qualified prospects to answer technical accounting questions

Required

• Has 4-6 years inside an SFO, MFO, or family office accounting practice — or implementing accounting software for family offices — you know the rhythm of the work
• Strong working knowledge of multi-entity accounting, intercompany transactions, consolidations, and dimensional reporting
• Solid understanding of investment and partnership accounting (capital calls, distributions, allocations, K-1s)
• Hands-on proficiency with at least one accounting platform (QuickBooks, Sage Intacct, NetSuite, Archway, or similar)