Solutions Engineer

Role Overview

• Partner with Onboarding Managers on new client implementations—own the technical workstream while they manage the project and relationship.
• Lead data import workflows for customers migrating to our CRM, OMS, and Billing platform—field mapping, data cleansing, import validation, and exception resolution.
• Translate complex financial workflows (chart of accounts, revenue recognition, period close) into Ad Orbit configurations aligned to GAAP standards.
• Support customers in accessing and using the Ad Orbit data warehouse—help them understand their data structure and answer data-related questions.
• Troubleshoot API integrations—read documentation, test endpoints, and diagnose failures across client-connected systems.
• Build implementation documentation, field mapping specs, and client-facing technical guides.
• Identify recurring implementation patterns and contribute to process improvements and internal tooling.
• 60–70% client-facing: Assisting with in-progress customer implementations, data migrations, integration setup, templates, and configurations.
• 30–40% internal tooling & documentation: Building internal tools and automation to support customer work.

Requirements

• Hands-on experience implementing or configuring ERP, CRM, OMS, or financial management software.
• Working knowledge of GAAP accounting principles—chart of accounts, AR/AP, revenue recognition, period-end close.
• Ability to map client financial workflows to system configuration with minimal guidance.
• Experience leading data migrations—defining field mappings, validating imports, handling exceptions at scale.
• Familiarity with REST APIs—reading documentation, testing endpoints, debugging integration issues.
• Comfortable supporting client use of a data warehouse environment. MySQL query skills are a plus.
• Ability to write or modify scripts (Python, Bash, or similar) for data transformation or automation tasks.
• You use AI tools (ChatGPT, Copilot, Claude, etc.) as a genuine productivity multiplier, not just occasionally.
• You can speak to specific ways you’ve applied AI in past roles: accelerating data mapping, generating transformation scripts, drafting client documentation, or debugging integrations faster.
• Bonus: experience using AI to support customer data migrations—cleaning messy source data, generating field mapping suggestions, or automating repetitive validation steps.
• Curiosity about how AI can improve implementation workflows—and a track record of actually trying things.
• Communicates complex technical topics clearly to non-technical stakeholders.
• Manages multiple concurrent client projects without dropping detail.
• Escalates early and with context—not a problem-holder.
• Self-directed on ambiguous problems with a bias toward resolution.
• Prior experience with ad tech, media, or publishing ERP platforms.
• Exposure to SaaS implementation methodology (project scoping, SOWs, change management).
• Experience working in a lean, fast-moving team environment.

Tech Stack

• ERP
• MySQL
• Python