Solutions Consultant, Post Sales, Mid-Market

About the Role

Day-to-day, the Solutions Consultant will work closely with the Account Management team to assess customer needs, design and recommend tailored solutions, and ensure a smooth implementation process. This involves evaluating customer requirements, designing best-fit Ramp architectures, and acting as a technical advisor to guide integration and configuration decisions. The ability to troubleshoot ERP and integration issues and provide timely solutions is also essential.

Given the nature of Ramp's business, which involves managing over $200B in annualized spend for more than 70,000 companies, the role of a Solutions Consultant is not only technically demanding but also critical to the success of Ramp's customers. The median Ramp customer achieves significant savings and revenue growth, underscoring the impact that effective financial management solutions can have on a business's bottom line.

What You Will Do

• Partner with Account Managers to demonstrate new Ramp products and features to existing customers, focusing on customized demos and workflow illustrations that highlight the business case for expansion.
• Evaluate customer requirements for expansion opportunities, using tools like use-case analysis, ROI assessments, and technical scoping to determine the best approach.
• Design and recommend best-fit Ramp architecture for each customer, considering their existing systems and workflows, and including the use of APIs, ERP integrations, and HRIS connectors as necessary.
• Act as a technical advisor to customers and internal teams, providing guidance on integration, configuration, and system design decisions without directly writing code.
• Troubleshoot complex ERP and integration issues, guiding customers through configuration decisions and ensuring timely resolution of technical blockers.
• Support Account Managers on technical workstreams to ensure faster time-to-value for customers during product rollouts and expansions.
• Be a subject matter expert across accounting systems and integration partners, advocating for the development of integrations that meet customer needs.
• Influence Ramp's product roadmap by channeling customer feedback and pain points to the Product and Engineering teams.
• Contribute to internal documentation, tooling, and knowledge bases to enhance Ramp's ability to support a growing customer base with diverse integration needs.

What We Are Looking For

• A minimum of 3+ years of experience in a customer-facing technical role, such as Solutions Consulting, Technical Consulting, or Implementation, preferably in the SaaS or fintech industry.
• A Bachelor's degree in Computer Science, Engineering, Finance, Business, or a related field, with a strong foundation in technical and financial principles.
• Hands-on familiarity with ERP systems, including but not limited to NetSuite, Sage Intacct, Microsoft Dynamics, and Oracle Fusion, with the ability to understand and navigate complex financial workflows.
• Comfort with APIs and integration logic, with an understanding of how these technologies can be leveraged to enhance financial operations and solve real-world problems.
• Excellent communication skills, with the ability to translate technical complexity into clear business value for both technical and non-technical stakeholders.
• A proven track record of driving customer satisfaction and expansion through the delivery of tailored solutions that meet specific customer needs.

Nice to Have

• Experience with cloud-based ERP systems and their integration with other financial tools and platforms.
• Knowledge of financial accounting principles and practices, with an understanding of how these principles apply in real-world financial management scenarios.
• Familiarity with project management methodologies and the ability to manage multiple projects simultaneously in a fast-paced environment.

Benefits and Perks

• Competitive salary and benefits package, reflecting the importance and complexity of the role.
• The opportunity to work with a cutting-edge fintech company that is revolutionizing financial management for businesses.
• A dynamic and supportive work environment that encourages innovation, collaboration, and professional growth.
• Flexible working arrangements, including remote work options, to support work-life balance and productivity.
• Access to professional development opportunities, including training and education programs, to enhance technical and financial skills.
• A culture that values diversity, equity, and inclusion, recognizing the importance of a diverse and talented team in driving success.

• Develop a deep understanding of ERP systems and financial workflows to effectively communicate with customers and design tailored solutions.
• Build a portfolio of case studies that demonstrate your ability to drive customer expansion and satisfaction through the delivery of technical solutions.
• Stay up-to-date with industry trends in fintech and financial management to bring innovative solutions to customers and stay competitive in the job market.
• Practice your communication skills, particularly in translating complex technical information into clear, actionable advice for non-technical stakeholders.
• Prepare to talk about specific examples of how you've overcome technical challenges or driven business growth through your solutions, using metrics and data to illustrate your impact.
• Be ready to discuss your experience with APIs and integration logic, and how you've used these technologies to solve real-world problems in financial management.
• Show enthusiasm for continuous learning and professional development, as the fintech industry is rapidly evolving and requires adaptable and innovative professionals.