Technical Consultant I

EngineersOfAI; San Francisco (CA); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Fully remote work options (up to 4 weeks/year)

Flexible working arrangement

Job summary

EngineersOfAI is seeking a Technical Consultant in San Francisco to own the integration implementation for customers. You will be the primary technical advisor, ensuring a smooth integration process with systems like NetSuite and QuickBooks.

The role includes creating training materials and contributing internally to enhance processes. A hybrid working arrangement is offered, with flexibility and fully remote work options available for up to four weeks per year.

Qualifications

• 2+ years of experience in a customer-facing role, implementing or configuring accounting systems.
• Functional expertise in accounting and finance areas, including General Ledger and Accounts Payable.
• Strong project management skills for tracking timelines and delivering successful projects.

Responsibilities

• Manage the successful integration of customer systems with Brex.
• Act as the primary technical advisor for customers.
• Lead project meetings and technical calls, setting expectations and driving projects.

Skills

Customer-facing experience

Project management skills

Communication skills

Collaborative problem-solving

Tools

QuickBooks Online

NetSuite

Sage Intacct

Xero

Job description

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 Brex 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 four weeks per year of fully remote work!

Responsibilities

• Own the successful integration of customer systems with Brex, 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