SOLUTIONS ENGINEER - SALES
onPhase | Full-Time | Remote
WHY THIS ROLE
onPhase is a leading provider of finance and operations automation software, helping organizations streamline Accounts Payable, vendor payments, document management, and complex business processes. We're looking for a Solutions Engineer to be the technical and operational partner our Sales team relies on.
You'll sit at the intersection of finance know-how and software expertise: digging into customer workflows before the demo, scoping the right solution, and showing prospects exactly how onPhase solves their challenges. You'll also work with Marketing, Customer Success, and Product, represent onPhase at industry events, and carry customer and market insight back to the team. If you understand how finance teams work and can explain complex solutions in plain business terms, we want to talk to you.
WHAT YOU'LL DO
- Partner with Sales. Work closely with Account Executives and Account Managers to understand customer challenges, align solution strategy, answer technical questions, and deliver presentations that move deals forward and improve close rates.
- Consult and demo. Run process discovery and solution scoping, then translate operational requirements into tailored demonstrations that show how onPhase streamlines workflows and solves business problems.
- Bring finance expertise. Apply your knowledge of Accounts Payable, invoice processing, approval workflows, vendor management, payment processes, and enterprise operations to guide solution positioning.
- Solve technically. Evaluate integration requirements, data flows, document capture, and workflow configurations, and work with internal teams to validate feasibility
- Represent onPhase. Support marketing through webinars, product presentations, trade shows, and industry events that build awareness and showcase our capabilities.
- Connect the dots. Work across Sales, Marketing, Customer Success, Product, and Engineering to share customer needs and market insights, support consistent messaging, and improve the customer experience.
WHAT YOU BRING
- 1-3 years of experience in Solutions Engineering, Sales Engineering, Solutions Consulting, implementation, or a related role in enterprise software or a similar industry
- Working knowledge of accounting and finance operations, particularly Accounts Payable, invoice processing, approval workflows, vendor management, or payment processes
- Strong presentation, communication, and problem-solving skills, with the ability to turn complex requirements into clear business value
- Ability to collaborate with Sales and cross-functional teams to develop solution strategies and support customer-facing engagements
- Technical aptitude and an understanding of software integrations, business workflows, and enterprise application environments
- Ability to travel up to 25%, typically for quarterly trade shows, onsite customer meetings, and other business engagements
NICE TO HAVE
- Familiarity with document capture, intelligent data extraction, and invoice automation
- Understanding of the vendor payment landscape, including payment methods, provider ecosystems, reconciliation, and common operational challenges
- Experience with ERPs such as NetSuite, Sage, or SAP, other accounting systems, or Dealer Management Systems (DMS)
- Background in accounting, finance operations, Accounts Payable, enterprise software implementation, or business process automation
- Experience hosting webinars, presenting at industry events, or supporting sales and marketing initiatives
WHAT SUCCESS LOOKS LIKE
- Building strong partnerships with Sales to deliver solutions aligned to customer challenges
- Delivering engaging, tailored demos that build customer confidence and support stronger close rates
- Earning credibility through a practical understanding of accounting workflows, finance operations, and enterprise software
- Representing onPhase well through webinars, events, and other customer-facing and marketing efforts
- Connecting insights across Sales, Marketing, Customer Success, and Product to improve solution positioning and the customer experience
WHY ONPHASE
- Work remotely while playing a central role in how onPhase wins new customers
- Sell with substance: a product built to deliver real, demonstrable ROI for finance teams
- Collaborate daily with Sales, Marketing, Customer Success, Product, and Engineering, so your insight shapes how we position and improve our solutions
- Grow your profile through webinars, trade shows, and industry events
Ready to turn finance expertise into winning demos? Apply today to join onPhase as our next Solutions Engineer.
EQUAL OPPORTUNITY
onPhase is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable federal, state, or local law
Skills Required
- 1-3 years of experience in Solutions Engineering, Sales Engineering, Solutions Consulting, implementation, or a related role in enterprise software or a similar industry
- Working knowledge of accounting and finance operations, particularly Accounts Payable, invoice processing, approval workflows, vendor management, or payment processes
- Strong presentation, communication, and problem-solving skills
- Ability to translate complex requirements into clear business value
- Ability to collaborate with Sales and cross-functional teams on solution strategies and customer-facing engagements
- Technical aptitude and understanding of software integrations, business workflows, and enterprise application environments
- Ability to travel up to 25%
- Familiarity with document capture, intelligent data extraction, and invoice automation
- Understanding of the vendor payment landscape, including payment methods, provider ecosystems, reconciliation, and operational challenges
- Experience with ERPs such as NetSuite, Sage, or SAP, other accounting systems, or Dealer Management Systems
- Background in accounting, finance operations, Accounts Payable, enterprise software implementation, or business process automation
- Experience hosting webinars, presenting at industry events, or supporting sales and marketing initiatives
What We Do
DocuPhase provides a suite of enterprise automation software focused on finance and back-office operations. Its tools help organizations capture, code, approve, and pay invoices; automate vendor and consumer payments; manage financial documents; and build forms and workflows. It also offers intelligent data capture using OCR and AI-driven insights to identify bottlenecks and anomalies. The software is designed to improve accuracy, compliance, and efficiency for finance teams.
