Technical Consultant I

United States Digital Space LLC; San Francisco (CA); Hybrid; USD 101,000 - 127,000; Full time

Benefits offered by this job

Hybrid work environment

Remote work up to 4 weeks/year

Job summary

Capital One is seeking a Technical Consultant in San Francisco to own customer-system integrations and guide implementation from kickoff to go-live. You’ll translate business requirements into product configurations and provide best practices for ERP integrations.

You will collaborate with cross-functional teams, lead technical calls, and help develop training materials to empower customers and reduce escalations. Hybrid work with in-office days and remote options available.

Qualifications

• 2+ years in a customer-facing role implementing or configuring accounting systems.
• Experience with QuickBooks Online, NetSuite, or Xero.
• Strong project management and ability to drive projects to completion.
• Excellent written and verbal communication; able to explain technical concepts to non-technical stakeholders.
• Collaborative, cross-team problem solver.

Responsibilities

• Own end-to-end integration for customer systems (NetSuite, Sage Intacct, QuickBooks).
• Serve as technical advisor translating business requirements into product configurations.
• Lead project meetings and set clear expectations with customers.
• Help create training materials and Help Center content.
• Represent customer needs to Product and Engineering.
• Share knowledge within the Integration team to improve processes.

Skills

Accounting systems

Project management

Communication

ERP knowledge

Collaboration

Job description

Why join us

the company is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, the company enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. the company’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on the company, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek.

Working at the company allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.

What you’ll do

As a Technical Consultant, you'll take ownership of the integration implementation for our customers, guiding them from kickoff to go-live. You will be responsible for translating a customer’s business requirements into an effective product configuration, solving challenges, and providing best practices related to the company Integrations. Ultimately, you'll ensure that customers are equipped with the necessary knowledge to feel confident with their integrations, setting them up for long-term success.

Where you’ll work

This role will be based in our San Francisco office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week, Monday, Wednesday and Thursday. As a perk, we also have up to 4 weeks per year fully remote work!

Responsibilities

• Own the successful integration of customer systems with the company, managing the end-to-end implementation for systems like NetSuite, Sage Intacct, and QuickBooks to ensure a smooth and effective launch.
• Act as the primary technical advisor for your customers, applying your knowledge of ERP architecture and business processes to guide them toward an optimal integration setup.
• Lead project meetings and technical calls with customers, setting clear expectations, capturing detailed notes, and driving the project forward from kickoff to go-live.
• Contribute to customer enablement by helping create and refine training materials and Help Center content, empowering users and helping to minimize future escalations.
• Serve as the voice of the customer to our internal teams, translating their needs and feedback into actionable insights for our Product and Engineering partners.
• Actively contribute to the Integration team's collective knowledge, sharing insights from your projects and collaborating with peers to solve challenges and enhance our internal processes.

Requirements

• 2+ years of experience in a customer-facing role, with direct experience implementing or configuring accounting systems like QuickBooks Online, NetSuite, or Xero.
• Functional expertise in key accounting and finance areas, including General Ledger, Accounts Payable, Expense Management, and HRIS.
• Strong project management skills, with the ability to own deliverables, track timelines, and drive straightforward projects to successful completion.
• Experience translating basic business requirements into product configurations and providing solutions that meet immediate customer needs.
• Excellent communication skills, with a proven ability to explain technical concepts to non-technical stakeholders and manage customer expectations.
• A collaborative approach to problem-solving, with experience working across teams to resolve issues and a demonstrated ability to recognize when to elevate for guidance.

Bonus Points

• HRIS/SSO subject matter expert
• Accounting or Finance background

Compensation

The expected salary range for this role is $101,248 - $126,560. However, the starting base pay will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

the company LLC is a wholly owned subsidiary of Capital One, N.A.