Solution Engineer
New
O
OttimateAP automation
Remote, USAFull-TimeMiddle
Salary$100k-$120K OTE
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Job Details
- Experience
- 3+ years as a SaaS Solutions Engineer or Sales Consultant
- Required Skills
- SQLOAuthRESTful APIsJSON
Requirements
- Have 3+ years of experience as a SaaS Solutions Engineer or Sales Consultant.
- Have hands-on experience scoping or leading ERP integrations.
- Understand REST APIs, API keys, OAuth, JSON and CSV data, and basic SQL.
- Use AI and LLM tools such as Claude, ChatGPT, or Copilot in daily work.
- Have working knowledge of accounting, including GL coding, AP workflows, and month-end close.
- Explain technical concepts clearly to controllers and IT leads, and present to C-level buyers.
- Be able to solve problems and design workable solutions when the standard option does not fit.
- Be organized and self-directed, with the ability to manage several active deals at once.
- Have a bachelor's degree or equivalent experience.
- Travel 25% of the time.
- Preferred: accounting, finance, or CPA background; Demo2Win training or experience; hands-on GitHub and deployment platform experience; Python or JavaScript scripting; experience mentoring SEs or building SE processes; or a background in hospitality, grocery, healthcare, or accounting firm operations.
Responsibilities
- Partner with account executives on discovery of customer pain points, workflows, desired outcomes, and buyer metrics.
- Build and deliver demos based on each customer's workflow.
- Scope ERP integrations, including GL structure, dimensions, vendor data, and invoice flows.
- Read API documentation, test calls, and determine how customer ERPs or POS systems connect to Ottimate.
- Build lightweight tools and prototypes, such as file converters, integration scripts, and small web apps.
- Review customer data to identify complexity and risk before commitments are made.
- Map current AP processes and show how they change with Ottimate.
- Write deal scope and client notes for handoff to onboarding, and handle technical objections in complex deals.
- Support customer upsells and expansions, and bring customer feedback to product.
- Use AI tools to prepare calls, analyze conversations, and build demo assets; improve demo environments, playbooks, and team processes.
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