- Lead technical discovery and solution presentations with AR/AP staff, Controllers, and CFOs.
- Demonstrate ServiceTrade integrations with accounting and ERP platforms, including QuickBooks, Sage Intacct, NetSuite, Microsoft Dynamics 365, Acumatica, Vista, Spectrum, and ComputerEase.
- Run structured proof-of-concept and technical evaluation engagements, validating integration accuracy against prospect accounting data where appropriate.
- Own technical and security sections of RFPs, RFIs, and vendor security or compliance questionnaires.
- Explain accounting integration implementation, including data mapping, sync architecture, testing/UAT, cutover sequencing, and timelines.
- Partner with Solution Architects and Technical Account Managers on scoping and delivery planning for complex or multi-entity accounting implementations.
- Build and maintain demo environments, ROI models, discovery frameworks, implementation-readiness materials, SOWs, scoping questionnaires, and handoff documentation.
- Bring finance-buyer perspectives into accounting integration roadmap and prioritization discussions with Product Managers.
- Train Account Executives and mentor Solution Architects on accounting fundamentals, discovery, demos, and financial-buyer conversations.
- Provide structured handoffs to Technical Account Managers and Implementation, and maintain knowledge of the commercial service contracting industry and ServiceTrade platform.
Microsoft DynamicsOAuthRESTful APIs+3 more