Financial Analyst, Accounting
Metergy Solutions
Salary
💰 $100,000 - $125,000 per year
Job Level
JuniorMid-Level
Tech Stack
ERPJavaScriptPythonSQL
About the role
- Work as part of our customer success team to deliver data integrations into our product
- Lead the data integration parts of the solution for many customers/technologies
- Work closely with R&D on new integrations and improvements of existing integrations
- Support and assist the product support team on integration-related issues
- Lead customer calls and influence cross-functional action
- Collaborate with Product, Sales, and Engineering to resolve integration/configuration issues and drive product improvements
Requirements
- 2–4 years supporting ERP/CRM or financial integrations, or in B2B SaaS/iPaaS support/solutions
- Track record resolving complex sync/config issues in ERPs like NetSuite, Sage Intacct, Salesforce, QuickBooks (Online/Desktop), or Xero
- 1–3+ years of middleware experience with tools like Workato, TIBCO Scribe, MuleSoft or similar platforms
- Ability to turn customer insights into product improvements
- Strong decision-making skills under uncertainty
- Clear, confident communicator able to explain technical behavior to any audience
- Experience using support tools (Zendesk, Postman, JIRA, Salesforce)
- Basic knowledge of APIs, file formats (CSV, JSON), and accounting integrations
- Curious, adaptable, and customer-focused mindset
- Willing to lead customer calls and influence cross-functional action
- Exposure to SFTP, SQL, and interpreting JSON/API payloads
- No sponsorship or relocation assistance is available (work authorization requirement)
- Position open to candidates in the Eastern time zone
- Nice to haves: Workato Expertise/Certifications; Hands-on Zendesk experience (macros, triggers, custom objects); Scripting skills (Python, JavaScript); Familiarity with ODBC SQL servers, query writing, or DB user setup; Background in FinTech, accounting, or HR software; Experience delivering technical training or enablement
