СШАIntegrations Specialist
3 нед. назад
СШАOnsite
netsuitequickbookssage intacctsalesforcehubspotstripe
Responsible for managing customer-facing side of integrations, configuring connections, troubleshooting issues, and liaising between customers, Implementation, and Engineering teams.
О компании
- is a next-gen core accounting platform built for modern mid-market finance teams. We help them close fast and scale even faster. Our platform replaces outdated legacy ERPs and manual accounting processes with automation-driven solutions that simplify and accelerate finance workflows. In the past year alone, we have grown 10x, driven by strong customer demand and a product that delivers real results for accounting & finance teams. We are scaling quickly and building the future of finance by giving teams the clarity, control, and strategic visibility they need to lead with confidence.
Обязанности
- Sit within the Implementation team and partner with Implementation Managers to set up integrations between and customer ERP/GL systems, banks, payroll providers, and data warehouses during onboarding
- Configure and enable 's existing integrations and data connections for customers — this role sets up and troubleshoots integrations rather than building new ones
- Troubleshoot integration issues (sync failures, mapping errors, connectivity problems) and drive them to resolution, looping in Engineering when a fix needs new code
- Serve as the point of contact and escalation resource for integration issues raised by Support, Customer Experience, or customers directly
- Validate data accuracy after setup and during ongoing syncs
- Document common integration issues, setup steps, and troubleshooting playbooks for internal and customer use
- Gather and synthesize feedback on integration gaps and pain points, and take it to Product and Engineering to advocate for fixes and roadmap improvements
- Represent the Implementation team's and customers' perspective in Product/Engineering discussions about integrations
Требования
- 3+ years in an implementation, integrations support, or technical customer-facing role at a B2B SaaS or fintech company
- Comfortable reading and reasoning about APIs, webhooks, and data mapping well enough to configure, troubleshoot, and clearly describe issues — not required to write integration code
- Working knowledge of accounting/GL concepts (chart of accounts, journal entries, reconciliations, close processes), or the ability to learn them quickly
- Familiarity with the ERPs customers migrate from (NetSuite, QuickBooks, Sage Intacct) and hands-on experience with the systems connects to - CRMs (Salesforce, HubSpot), spend tools (Ramp, Float), billing platforms (Stripe), payroll providers (Rippling, Justworks), or bank feeds
- Comfortable with SQL and structured data (CSV/JSON/XML) for diagnosing issues
- Strong troubleshooting instincts — able to isolate whether an issue is data, configuration, or connectivity, and know when to loop in Engineering
- Clear written and verbal communication; able to translate technical issues for both customers and internal Product/Engineering teams
- Able to manage multiple concurrent integration setups in a fast-paced, high-growth environment
Будет плюсом
- Experience with iPaaS/integration tooling (Workato, MuleSoft, Boomi, Zapier, or similar) as a user or configurer
- Background in accounting, finance, or consulting (CPA or CPA-track a plus)
- Experience with bank connectivity or treasury data feeds
- Prior experience at a high-growth startup or an implementation-heavy SaaS company
- Experience working cross-functionally with Product or Engineering teams to turn customer feedback into roadmap input
Другое
- is hiring an Integrations Specialist to sit on the Implementation team and own the customer-facing side of integrations. Our customers typically migrate to from ERPs like NetSuite, QuickBooks, and Sage Intacct, then connect the systems they run every day - CRMs like Salesforce and HubSpot, spend tools like Ramp and Float, billing platforms like Stripe, payroll providers like Rippling and Justworks, plus banks and data warehouses. You'll set up those connections, troubleshoot issues when they come up, and bring what you learn back to Product and Engineering. This role is for someone who understands how integrations work well enough to configure them, diagnose problems, and be a clear, credible bridge between customers, Implementation, and the engineers who build the underlying connectors.