Technical Consultant, Mid-Market
WFA Digital Insight
As demand for specialized financial technical consultants continues to rise, professionals with a unique blend of technical and financial acumen are in high demand. With the remote job market expanding, companies like Ramp are at the forefront of innovation. Ramp's commitment to building smart infrastructure for finance teams has positioned them as a leader in the industry. As the market for digital financial solutions grows, so does the need for skilled professionals who can bridge the gap between technical capabilities and financial insights. With over 70,000 companies already leveraging their services, this role offers a unique chance to work with a company that is driving real change. Before applying, candidates should be aware that a deep understanding of financial workflows, ERP integrations, and a passion for problem-solving are essential for success.
Job Description
About the Role
The Technical Consultant position at Ramp is a critical role that bridges the gap between customers and internal technical teams. As a Technical Consultant, you will be responsible for establishing partnerships with Ramp's customers, understanding their financial needs, and designing solutions that leverage Ramp's technical capabilities. This role requires a unique blend of technical and financial acumen, as well as excellent communication and problem-solving skills. You will be working closely with the Customer Activation and Account Management teams to identify, prioritize, and build financial solutions for new and existing customers, ensuring that Ramp continues to scale with their needs.As a Technical Consultant, you will be the technical and financial subject matter expert for customers, designing solutions that address their needs through Ramp and partner integrations. You will also partner with Post-Sales teams to drive Product, Design, and Engineering teams' roadmaps, ensuring that Ramp evolves to better serve customers at scale and offer increasingly higher value. Your deep understanding of financial workflows, ERP integrations, and technical capabilities will be essential in defining customer success criteria from onboarding through activation and expansion.
Ramp is committed to building smart infrastructure for finance teams, and this role is a key part of that mission. With a growing customer base and an expanding product offering, this is an exciting time to join the company. As a Technical Consultant, you will have the opportunity to make a real impact on the company's success and contribute to the development of innovative financial solutions.
What You Will Do
- Act as a technical advisor to customers and Ramp's internal teams, supporting high-value implementations and expansion opportunities by guiding integration, configuration, and system design.
- Partner with Customer Activation and Account Management teams to assess customer requirements and propose scalable solutions, particularly involving ERP, HRIS, and API integrations.
- Collaborate with onboarding specialists and implementation leads to support technical workstreams, ensuring faster time-to-value and customer success.
- Work with customers to problem-solve technical hurdles and propose effective product implementations for each customer, with a deep understanding of the full range of integration and configuration options.
- Participate in technical discovery to understand customer systems and workflows, and recommend best-fit Ramp architecture, including when and how to use Ramp's API.
- Be a subject matter expert across HRIS and Accounting integration partners, partnering with Sales, Product, and partners to advocate for integration development in-line with customer needs.
- Troubleshoot integration blockers and guide customers through complex configuration decisions without writing code directly.
- Contribute to internal documentation and tooling that scales Ramp's ability to support integration use cases across a growing customer base.
- Influence Ramp's product roadmap by channeling customer pain points and feedback to the Product and Engineering teams.
What We Are Looking For
- Bachelor's degree in Computer Science, Engineering, Finance, Business, or a related field.
- 3+ years of experience in a technical consulting role, preferably in the financial technology industry.
- Deep understanding of financial workflows, ERP integrations, and technical capabilities.
- Excellent communication and problem-solving skills, with the ability to design and implement effective solutions for customers.
- Experience with API integrations, HRIS, and Accounting systems.
- Strong analytical and technical skills, with the ability to troubleshoot complex technical issues.
- Ability to work in a fast-paced environment and prioritize multiple projects simultaneously.
Nice to Have
- Experience with cloud-based financial systems and SaaS applications.
- Knowledge of programming languages, such as Python or Java.
- Familiarity with Agile development methodologies.
- Experience with data analysis and visualization tools.
Benefits and Perks
- Competitive salary and equity package.
- Opportunity to work with a fast-growing and innovative company.
- Collaborative and dynamic work environment.
- Comprehensive health insurance and benefits package.
- Flexible work hours and remote work options.
- Professional development opportunities and training programs.
- Access to cutting-edge technology and tools.
- Recognition and reward programs for outstanding performance.
How to Stand Out
- Develop a strong understanding of financial workflows and ERP integrations to stand out in this role.
- Showcase your problem-solving skills by providing examples of complex technical issues you've resolved in previous roles.
- Be prepared to discuss your experience with API integrations and HRIS systems.
- Highlight your ability to communicate technical information to non-technical stakeholders.
- Research Ramp's products and services to demonstrate your knowledge and interest in the company.
- Prepare to discuss your experience with data analysis and visualization tools, and how you've applied them in previous roles.
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