USATechnical Consultant, Enterprise, Microsoft Dynamics F&O
2 нед. назад
158k–242k USD / yearUSARemote
microsoft dynamicsfinancetechnical consulting
Technical Consultant acting as a liaison between customers and internal technical teams, designing financial solutions with a focus on Microsoft Dynamics F&O.
Обязанности
- Technical Consultants are on the frontlines working to establish partnerships with customers, and act as a liaison between customers and our internal technical teams. You'll be partnering with Customer Activation & Account Management teams to identify, prioritize and build financial solutions for new and existing customers so that continues to scale with their needs.
- You will act as the technical and financial subject matter expert for our customers and design solutions that address the customer's needs through and partner integrations. You will partner with Post-Sales teams to drive Product, Design and Engineering teams' roadmaps to evolve to better serve our customers at scale and offer increasingly higher value.
- You will define the customer's financial & technical success criteria from onboarding through activation and expansion. You will represent Product, Design, and Engineering externally and will operate with deep conviction and understanding of 's technical capabilities. The role requires technical skills necessary to understand and educate on robust accounting features and integrate them across all the touchpoints and surface area of a customer.
- This role is specifically focused on Enterprise customers running Microsoft F&O, supporting large, complex organizations with multi-entity environments, advanced ERP integrations, and highly customized financial workflows.
- Serve as the primary Technical Consultant for Enterprise accounts running Microsoft F&O , supporting complex, high-impact customers with multi-entity, multi-ERP, and global financial environments
- Act as a technical advisor to customers and 's internal teams while supporting high-value implementations and expansion opportunities by guiding Microsoft F&O integration, configuration, and system design
- Partner with Customer Activation and Account Management teams to assess customer requirements and propose scalable solutions involving F&O, 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 with a deep understanding of Dynamics F&O integration and configuration options
- Participate in technical discovery to understand customer F&O environments and workflows, and recommend best-fit architecture including when and how to use 's API
- Be a subject matter expert across F&O and 's accounting integration capabilities, partnering with Sales, Product and partners to advocate for integration development aligned with customer needs
- Troubleshoot Dynamics F&O integration blockers and guide customers through complex configuration decisions
- Contribute to internal documentation and tooling that scales 's ability to support F&O integration use cases across a growing customer base
- Influence 's product roadmap by channeling F&O customer pain points and feedback to the Product and Engineering teams
Условия
- Flexible PTO
- Centralized home-office equipment ordering
- Health and wellness stipend
- Budget for intra-office travel
- Weekly coffee stipend
Другое
- is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books.
- The problems are high-stakes, data-dense, and unforgiving.
- We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At , everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome.
- The median customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without . We believe every ambitious company deserves the same.
- If you want to build systems that directly shape how companies move and manage billions, is the place to do it.
- Bachelor's degree in computer science, engineering, finance, business, or a related field
- 4+ years in technical consulting, solutions engineering, implementation, or a similar customer-facing technical role, ideally in a SaaS or fintech environment
- 3+ years of hands-on experience working with Microsoft Dynamics F&O , including financials modules, integration patterns, and enterprise deployment models
- Deep familiarity with accounting workflows, including core functionalities involving General Ledger, Accounts Payable, Subledger Accounting, and multi-org structures
- Comfort working with APIs, integration logic, and system architecture and being able to explain those concepts to finance and operations stakeholders
- Partner closely with Product, Engineering, and Design on enterprise-driven gaps, influencing roadmap decisions that unlock scale across 's largest customers
- Advise on non-standard F&O implementations and edge cases, balancing customer needs with long-term platform scalability and supportability
- Strong communication skills: able to translate complex technical solutions into business value and guide customers toward scalable approaches
- Collaborative mindset and ability to work cross-functionally with Sales, Customer Success, Product, and Engineering
- Exceptional organization and problem-solving skills, with a bias toward action and a high level of ownership
- Thrives in ambiguity and fast-paced environments; adaptable and resourceful as we scale 's upmarket motion
- 100% medical, dental & vision insurance coverage for you, with partial coverage for dependents
- One Medical annual membership
- 401(k), including employer match on contributions made while employed by
- Fertility HRA (up to $10,000 per year)
- Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay
- Pet insurance
- In-office perks: lunch, snacks, drinks, and more
- Relocation support to NYC or SF (as needed)
- Group medical, dental, and vision coverage through Sun Life
- Life, AD&D, and disability coverage
- Fertility drug coverage (up to $4,000 lifetime)
- Group Retirement Plan with employer match (RRSP + DPSP)
- Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay, with additional time available at reduced pay
- Employee Assistance Program and virtual care through Lumino Health
- Private medical insurance through Freedom Elite
- Virtual GP and at-home care via eMed x Livi
- Workplace pension through Penfold, with salary sacrifice option
- Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay with additional time available at reduced pay
- If you are being referred for the role, please contact that person to apply on your behalf.
- Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
- Beware of recruiting scams: will only contact you through official @ .com email addresses and will never ask for payment or sensitive personal information during the hiring process.
- Applicant Privacy Notice