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Aiwyn

AI-powered platform automating accounting workflows

Product and Customer Marketing Manager

Full-Time
No salary listed
Mid
Remote in USA
Remote
Growth & MarketingProduct Marketing

About the job

Requirements
  • At least 4 years of product and/or customer marketing experience in B2B software as a service.
  • A track record of owning product launches end-to-end, including tiering, messaging, and sales enablement.
  • Customer marketing experience with case studies, references, advocacy, or customer advisory programs.
  • Experience marketing to back-office buyers such as finance, operations, or accounting.
  • Writing and storytelling samples to share.
  • Experience building competitive intelligence and battlecards.
  • Comfort presenting to sales teams and customers.
  • Ability to use artificial intelligence tools as part of the daily workflow and explain that workflow.
  • Experience with HubSpot, Salesforce, and Canva.
Responsibilities
  • Own product launches, messaging, enablement, and customer marketing across four products.
  • Tier upcoming releases and write launch briefs for Product, Sales, Customer Success, and Marketing.
  • Interview firm leadership teams about post-launch changes and extract proof points for case studies.
  • Build message maps for new features and test them with the sales team.
  • Run launch enablement sessions and update pitch decks and one-pagers.
  • Refresh competitive battlecards after deal reviews.
  • Manage the customer reference program so Sales has appropriate firms to contact.
  • Draft launch press releases and award submissions.
  • Ghostwrite LinkedIn posts and bylines for executives.
  • Bring customer feedback to Product so it informs the roadmap.
  • Write internal launch announcements explaining what shipped and why it matters.
  • Own outcomes related to win rate, product adoption, and message consistency in the field.
Desired Qualifications
  • Accounting or professional services experience is a strong plus.
  • Startup experience is preferred.

About the company

Aiwyn provides an AI-powered, all-in-one platform for accounting firms that consolidates and automates the revenue cycle. Its product suite includes Aiwyn Payments, Aiwyn Practice, Aiwyn Experience, and Aiwyn Tax, integrating with existing practice management systems and CRMs to reduce manual data entry. It targets mid-size to large CPA firms with a B2B model, aiming to replace multiple disconnected tools with a single system for firm-wide visibility and streamlined work-to-cash. Backed by $127M from investors like KKR, Bessemer Venture Partners, and Revolution Ventures, growth includes acquisitions of Taxa and Digilence; the goal is to improve efficiency and client service in accounting firms.

Company Size

51-200

Company Stage

Late Stage VC

Total Funding

$127M

Headquarters

Charlotte, North Carolina

Founded

2020

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Simplify Jobs

Simplify's Take

What believers are saying

  • April 2026 Claude integration opens distribution to firms already using Anthropic tools.
  • December 2025 tax pilot and 900-plus firms show demand beyond billing automation.
  • Withum’s unified portal launch in 2026 proves larger firms buy Aiwyn’s platform.

What critics are saying

  • January 2026 layoffs cut 35% of staff, exposing execution strain.
  • Intuit and Thomson Reuters own accounting workflows, squeezing Aiwyn’s platform expansion.
  • Three acquisitions since 2025 increase integration risk and distract engineering through 2026.

What makes Aiwyn unique

  • Aiwyn unifies payments, practice, client experience, and tax into one accounting workflow.
  • April 2026 Anthropic Connector makes Aiwyn Tax accessible inside Claude.
  • Aiwyn Tax uses Column Tax’s engine, validated on over one million returns.

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Benefits

  • Remote Work Options
  • Unlimited Paid Time Off
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Mental Health Support
  • 401(k) Company Match
  • Stock Options
  • Employee Discounts

Growth & Insights and Company News

Headcount

6 month growth

-2%

1 year growth

0%

2 year growth

0%
PR Newswire
Apr 13th, 2026
Aiwyn joins Anthropic's Claude ecosystem with verified tax calculation engine

Aiwyn has joined Anthropic's Claude Connector ecosystem, integrating its AI-native tax calculation engine into Claude's platform. The partnership enables users to run 1040 calculations, perform scenario analysis and evaluate tax outcomes in real time directly within Claude. Founded in 2020, Aiwyn has processed over one million real-world 1040 returns and developed TaxCalcBench, a framework for validating calculation accuracy. The company's platform combines billing automation, client collaboration tools and tax calculation capabilities, enhanced by its December 2025 acquisition of Column Tax. The connector is now live at claude.com/connectors/aiwyn-tax. Aiwyn serves over 900 accounting firms and is backed by investors including KKR and Bessemer Venture Partners. The company plans to expand its tax engine coverage and deepen ecosystem integrations.

PR Newswire
Mar 30th, 2026
Withum and Aiwyn launch unified client portal to streamline professional services engagement

Withum, a top 25 accounting firm, has partnered with technology company Aiwyn to launch Aiwyn Experience, a unified client portal designed to streamline service delivery and client engagement for professional services firms. The platform consolidates traditionally disconnected client-facing tools into a single system, handling request intake, document exchange, deliverables and payment. Withum collaborated with Aiwyn to develop the custom-branded solution, which integrates seamlessly with existing technology through modular architecture and open APIs. According to Aiwyn research, 76% of accounting firms rate client experience as their top priority. The platform aims to address the gap between client expectations and disparate tools firms traditionally use, reducing manual coordination and allowing teams to focus on higher-value work whilst supporting scalable growth.

PR Newswire
Dec 16th, 2025
Aiwyn seeks 100 firms for tax pilot after Column Tax acquisition

Aiwyn, a modern accounting platform, is seeking 100 firms to pilot Aiwyn Tax, the first modern tax engine built for enterprise production since the early 2000s. The pilot will provide early access to 1040 preparation, review and filing capabilities for the 2026 tax season. The launch follows Aiwyn's acquisition of Column Tax, whose technology has processed over one million returns in production. Gavin Nachbar, former Column Tax CEO, now serves as GM of Tax at Aiwyn. Pilot participants will receive comprehensive 1040 preparation and filing capabilities, AI-powered workflow tools, modern collaboration features and direct access to the product team. The acquisition enabled Aiwyn to accelerate its development timeline and deliver pilot-ready capabilities for the upcoming filing season.

CPA Practice Advisor
May 8th, 2025
Aiwyn Acquires Taxa, Launches Aiwyn Tax

Aiwyn, based in Charlotte, NC, has acquired Taxa, rebranding it as Aiwyn Tax, to enhance its tax capabilities with AI-driven solutions. Taxa's founder, Levi Morehouse, joins Aiwyn as president. Aiwyn also acquired Digilence to integrate its automation technology. The new Aiwyn platform includes Aiwyn Payments, Practice, Experience, and Tax. Last December, Aiwyn secured $113 million in funding led by KKR and Bessemer Venture Partners.

Intelligence360 News
Jan 8th, 2025
Aiwyn Secures $113M Funding from KKR

Aiwyn has secured $113 million in funding from KKR and Bessemer Venture Partners to enhance firm operations and tax technology for CPA firms. The investment will support the development of a comprehensive practice management platform and a universal client experience portal. Aiwyn aims to integrate AI and cloud technologies to improve client experiences and streamline operations for CPA firms.