Solution Engineer

Ottimate; Northern (KY); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

Work from home

Medical benefits

Dental benefits

Vision benefits

401(k) with company match

Paid time off

Annual company retreats

Promote from within

Job summary

Ottimate is seeking a Solutions Engineer to own the technical side of deals in a remote-first environment. You will run discovery with the AE, build customer-focused demos, and scope ERP integrations across Sage Intacct, QuickBooks, NetSuite, and more.

You’ll work with sales, onboarding, and product across hospitality, grocery, healthcare, and accounting firms, translating complex data into clear value and helping close multi-entity opportunities. Expect up to 25% travel.

Qualifications

• Experience building customer-specific demos tied to buyer workflow.
• Experience scoping ERP integrations (Sage Intacct, NetSuite, QuickBooks).
• Ability to read API docs, test calls, and connect ERP/POS to Ottimate.
• Familiarity with AI-assisted prep and demo asset creation.
• Ability to review vendor data and maps to identify complexity and risk.

Responsibilities

• Partner with AEs on discovery to quantify pain points and outcomes.
• Build and deliver customer-specific demos.
• Scope ERP integrations and how invoices flow into ERP.
• Work hands-on with APIs and test integration calls.
• Create lightweight tools or scripts as needed.
• Review customer data for complexity and risk before adopting.
• Map current AP processes to Ottimate workflows.
• Write scope and handoff notes to onboarding.
• Handle technical objections in multi-entity deals.
• Support upsell and product feedback through the sales cycle.
• Prepare for calls using AI and improve demo assets.
• Help improve SE playbooks and participate in events.

Skills

Discovery with AE

Customer-focused demos

ERP integration scoping

AP automation domain

AP data review & risk

AP process mapping

API testing & integration

Prototype / lightweight tools

Demo asset creation with AI

Tools

GitHub

Vercel

Railway

Python

JavaScript

Job description

Location: Remote, USA

Travel: The job involves 25% travel

About Ottimate

Ottimate is an AI-powered AP automation platform. Finance teams use it to cut costs, prevent overpayments, detect fraud, and enforce policy from invoice to payment.

The Role

The Solutions Engineer owns the technical side of the deal. You run discovery with the AE, build demos around what the customer told us, scope the ERP integration, and make sure what we sell is what we can deliver. You work across hospitality, grocery, healthcare, and accounting firms, and you connect sales, onboarding, and product.

Responsibilities

• Partner with AEs on discovery: pain points, current workflow, desired outcomes, and the metrics the buyer cares about.
• Build and deliver demos that show the customer their own workflow, not a generic product tour.
• Scope ERP integrations (Sage Intacct, Restaurant365, Dynamics GP, QuickBooks, NetSuite, and others): GL structure, dimensions, vendor data, and how invoices get into the ERP.
• Work hands-on with APIs: read the docs, test calls, and work out how a customer's ERP or POS will connect to Ottimate.
• Build lightweight tools and prototypes when a deal needs them, like file converters, integration scripts, and small web apps, often with AI doing much of the coding.
• Review customer data (vendor lists, charts of accounts, item catalogs) to flag complexity and risk before we commit.
• Map the customer's current AP process and show how it changes with Ottimate.
• Write the scope and client notes that hand a deal cleanly to onboarding.
• Handle technical objections and win the technical decision in complex, multi-entity deals.
• Support upsell and expansion with existing customers.
• Bring customer feedback to the product as the voice of the customer.
• Use AI tools to prep calls, analyze conversations, and build demo assets faster.
• Help improve the demo environment, the SE playbooks, and team process.
• Present at trade shows and customer events as needed.

Nice-To-Have

• Demo2Win training or experience.
• Hands-on with GitHub and deployment platforms like Vercel or Railway. You've shipped something, even something small.
• Scripting experience in Python or JavaScript.
• Experience mentoring other SEs or helping build SE processes.
• Background in hospitality, grocery, healthcare, or accounting firm operations.

Growth

The team is growing, and there's room to grow with it into a team lead role.

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: $100k-$120K OTE
• 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.