Financial Advisor
RBC
Job Level
JuniorMid-Level
Tech Stack
ERPJavaScriptPythonSQL
About the role
- Work as part of the customer success team to deliver data integrations into Datarails' product
- Lead the data integration parts of the solution across many customers and technologies
- Work closely with R&D on new integrations and improvements to existing integrations
- Support and assist the product support team on integration-related issues
- Lead customer calls, troubleshoot complex integration/configuration issues, and influence cross-functional action
- Turn customer insights into product improvements by spotting patterns and advocating fixes
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; spot patterns, advocate fixes, and drive change
- 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) and collaborating with Product, Sales, and Engineering
- 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
- 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) for handling large data sets
- Familiarity with ODBC SQL servers, query writing, or DB user setup
- Background in FinTech, accounting, or HR software
- Experience delivering technical training or enablement
