Jordyn A.
5.0
From Accounting to SaaS Implementations - How to Pivot
Studied at University of Tennessee, Knoxville
Works at FloQast
Available Tuesday at 12:00 AM UTC
Questions? Start chatting with this coach before you get started.
Jordyn's Coaching Offerings
Pay as you go
Get help with Interview Prep, Skill Building, and .
Jordyn also coaches for Accounting, Private Equity, and FP&A. View all.
Jordyn’s Customer Success Qualifications
Experience level: Analyst
Jordyn has helped clients get into these companies:
After working with B2B SaaS companies for two years in a private equity capacity, I recently pivoted into a role in the Customer Success org at a tech company. I can teach you the technical terms needed to nail down your SaaS knowledge, as well as the skillset needed to shine in a Customer Success interview and role. I can also offer some helpful tips on pivoting into the Customer Success org from a non-Customer Success role.
Jordyn can help with:
Interview Prep
Skill Building
Customer Onboarding
Networking Strategy
Customer Satisfaction
Jordyn also coaches for Accounting, Private Equity, and FP&A. View all.
About Jordyn
My name is Jordyn, and I am so excited to help you accomplish your goals! My background is in accounting, where I completed my post-grad MAcc program and passed my CPA exams. I began my career in Big 4 Audit at EY - I loved the culture of working on a team, but I was looking for something more strategic and operational than traditional auditing. I was able to pivot from my role in accounting to Private Equity Operations, and now Tech Implementations. I love the idea of leveraging my accounting background to work in roles that are not traditional for accountants, and have now successfully done this twice. Let's chat Accounting, Private Equity, and SaaS/Tech, with an emphasis on career pivots, job applications, and networking.
Why do I coach?
I am passionate about coaching because I want to pay forward the hours of networking calls, career counseling, and knowledge transfers I have received to land the roles I have been in. I am also a user of Leland and worked with a great career coach to prepare for interviews for my most recent career pivot - I think this a great way to get industry expertise and build confidence in the job market. Let's make your dream role a reality!
Work Experience
Accounting Technology Consultant
FloQast
April 2025 - Present
I help clients implement the SaaS product by leading 8-10 week projects where I customize their software based on their business needs and train them on the product. My day to day is a combination of client service, technical product knowledge, and project management.
Financial Operations Analyst
K1 Investment Management
September 2023 - April 2025
I served as an operational consultant to K1's portfolio of B2B SaaS companies. I specialized in FP&A work, including financial reporting, SaaS metrics, forecasting, budgeting, and vendor management. In addition to my role, I was involved in on campus recruiting and oversaw intern hiring.
Assurance Staff
EY
September 2021 - September 2023
In my role at EY, I worked with both private and public clients on their financial statement audits. I served clients in a variety of industries, with my main focus being in the automotive and manufacturing verticals. In addition to my role, I was involved in on-campus recruiting, leading interns, and managing a staff member on my team.
Assurance intern
EY
June 2020 - August 2020
Education
University of Tennessee, Knoxville
Master's Degree, Accounting
2020 - 2021
Minor: Information Management Professional Certifications: CPA
University of Tennessee, Knoxville
Bachelor's Degree, Accounting and Information Management
2016 - 2020
Track: Information Management
2 Reviews
Overall Rating
5.0
Jordyn has helped clients get into these companies: