Solutions Consultant, Post Sales, Mid-Market

Partner with Account Managers to expand existing customer relationships through product demonstrations, use-case analysis, ROI assessments, technical scoping, API and ERP integration design, configuration guidance, troubleshooting, rollout support, and customer feedback for Product and Engineering.

Responsibilities

  • Partner with Account Managers on customer expansion
  • Demonstrate new products and features
  • Evaluate customer requirements
  • Assess use cases, ROI, and technical scope
  • Design and recommend Ramp architecture
  • Advise customers and internal teams on integrations and configuration
  • Troubleshoot ERP and integration blockers
  • Support technical workstreams during rollouts
  • Advocate for integration development
  • Influence the product roadmap
  • Contribute to documentation, tooling, and knowledge bases

Requirements

  • 3+ years in Solutions Consulting, Technical Consulting, Implementation, or a similar customer-facing technical role in SaaS or fintech
  • Bachelor’s degree in computer science, engineering, finance, business, or a related field
  • Familiarity with NetSuite, Sage Intacct, Microsoft Dynamics, and Oracle Fusion
  • Comfort with APIs, integration logic, and system architecture
  • Experience running product demonstrations
  • Strong communication skills
  • Cross-functional collaboration experience

Benefits

  • Flexible PTO
  • Centralized home-office equipment ordering
  • Health and wellness stipend
  • Budget for intra-office travel
  • Weekly coffee stipend
  • Medical, dental, and vision insurance coverage
  • One Medical annual membership
  • 401(k) with employer match
  • Fertility HRA
  • Parental leave
  • Pet insurance
  • In-office lunch, snacks, and drinks
  • Relocation expense coverage to NYC or SF

See also

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