
Solutions Engineer
Aspire Software
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- You'll be the technical backbone of our customer success operation.
- Partner with Onboarding Managers on new client implementations—you own the technical workstream while they manage the project and relationship.
- Your work directly determines whether clients go live cleanly, understand our platform, and deploy Ad Orbit/Astro AI effectively.
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
ERP softwareCRM softwareOMS softwarefinancial management softwareGAAP accounting principlesdata migrationREST APIsMySQLPythonBash
Soft Skills
communicationproject managementproblem-solvingself-directedcuriosityattention to detailclient supportprocess improvementtechnical documentationadaptability