Solution Engineer

Location: NYC preferred

Travel: The job involves 25% travel

Ottimate is an AI-powered AP [Accounts Payable] automation platform that empowers finance teams to reduce costs, prevent overpayments, detect fraud, and enforce policy compliance across the entire invoice-to-payment lifecycle.

Responsibilities:

The Solution Engineer is a technical resource that bridges the gap between sales and technology by performing in-depth and value-based technical demonstrations of the Ottimate solution. Your work will inevitably include contributing to sales presentations, workflow modeling, solution design and ensuring our customers and prospects fully grasp the value in our platform. In doing so, you will be an integral partner to our sales team by providing support to close deals and hit our revenue goals. Key to this role is an ability to understand Ottimate's technology, expertly communicate its benefits, and win the trust of both prospects and the product and technology teams of potential partners. In addition, you will be heavily involved with integrations by distilling technical requirements and designing effective solutions in order to seamlessly integrate our product to ERP platforms.

The successful candidate brings deep product knowledge (preferably within the realm of ERP integration, automation, or payments technology) and strong technical background and combines it with excellent communication skills in order to explain complex concepts concisely, uncover unique customer needs, and position our business case while showcasing our product through seamless, value-based demos and professional presentations.

• Lead the technical sales process, providing pre and post-sales technical expertise as well as ongoing consultation to Ottimate clients and prospects related to our payments technology and ERP integrations.
• Maintain expert-level knowledge of the application and technical features of our solution as well as understand possibilities and realities of tech-based integrations with our solution.
• Build and present powerful demos and technical presentations that clearly communicate Ottimate’s value proposition, educate the clients on the technical capabilities, customer benefits, and unique features of the product, and are tailored to specific customer needs
• Answer any technical sales-related questions by speaking with confidence, knowledge, and credibility about what we bring to our customers.
• Assist the Sales team in preparations and delivery of any pre-sales discovery and analysis including understanding pain points, desired outcomes, capability requirements, and metrics.
• Remove barriers and overcome objections to secure the technical win in complex opportunities.
• Leverage technical expertise to assist internal and partner sales teams in upselling new products and services to existing customers.
• Coordinate internal cross-functional resources and orchestrate actions to help close deals.
• Gather customer feedback and work closely with the product team to act as “voice of the customer” and enhance product offering.
• Stay current on industry and competitive trends by analyzing competition and communicating market challenges and opportunities to leadership.
• Collaborate with internal technical resources to continually develop and improve the client demonstration environment and processes.
• Suggest solutions and innovative ideas to meet customer needs.
• Attend and present at trade shows, user conferences, as needed.
• Perform other duties as assigned.

• BA/BS degree with 3+ years’ experience working in a product/technical role as a SaaS solution engineer/sales consultant within the payments automation or ERP integration space.
• Accounting, Finance or CPA credentials are preferred.
• Excellent technical aptitude with ability to clearly and effectively convey highly technical concepts to technical and non-technical audiences during consultative, solution-driven conversations.
• Executive Presence with strong presentation and public speaking skills, significant business acumen, and ability to influence customer stakeholders including C-level.
• Demonstrated success leading integrations with ERP systems.
• Strong problem solver with an innate ability to navigate obstacles and design innovative solutions and a passion for solving complex customer problems.
• Highly organized with the ability to manage their own time efficiently and drive results.
• Player Coach with ability to build process and strategy from the ground up and hire a team to act on significant business goals.
• Familiarity and ease with technology, B2B technology applications and how payments technology platforms serve customer businesses.

We care deeply about making Ottimate an incredible place to work and invest a significant amount of time and energy into creating and maintaining a company culture that provides our team with a generous level of support whilst inspiring them to do their best work. 
The specific benefits/perks we offer are continually evolving, but currently include:

• Compensation: $120K + Variable
• Work from home in an energetic remote-first environment that supports flexible working hours and understands work-life balance.
• Competitive salary based on skills & experience.
• Medical, Dental, Vision and other Company-Subsidized Benefits for you and your family.
• Employer sponsored 401(k) with company match.
• Paid Time Off (and the encouragement to use it).
• Annual company retreats.
• Promote from within philosophy.

Beyond the tangible benefits though:

• You will be part of a growing team, at a pinnacle moment of scale for the business, and experience the excitement of working in a startup where each action makes a huge difference.
• You will have the agency to solve difficult problems creatively, the freedom to explore work that inspires you, and infrastructure to ensure you're constantly challenged and developing.
• You will work with sharp, passionate teammates solving some of the most unique challenges and positioning our product as a premier finance automation solution. 
• Our commitment to empowering a diverse and inclusive workforce, celebrating differences, and creating a safe space for our employees to bring their whole selves to work is second to none.
• We are transforming entire industries using innovative technology including Artificial Intelligence, Payment Tech, and Neural Networks.
• Our leaders lead with a people-first approach; inspiring excellence, nurturing ideas, and finding creative ways to eliminate obstacles for cultivating growth.
• We truly love what we do and who we do it with - and we think you will too!

Ottimate is an equal opportunity employer that is committed to diversity and inclusion. We do not discriminate based on race, color, national origin, religion, gender, gender expression, sexual orientation, age, veteran status, disability status, or marital status. If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply. Nothing in this job posting should be construed as an offer or guarantee of employment.

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