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 of existing integrations
Support and assist the product support team on integration-related issues and complex sync/config troubleshooting
Lead customer calls, influence cross-functional action, and advocate product fixes based on customer insights
Collaborate with Product, Sales, and Engineering to resolve integration-related problems and drive change
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
Experience using support tools (Zendesk, Postman, JIRA, Salesforce, etc.)
Basic knowledge of APIs, file formats (CSV, JSON), and accounting integrations
Exposure to SFTP, SQL, and interpreting JSON/API payloads
Ability to turn customer insights into product improvements and spot patterns
Strong decision-making skills under uncertainty
Clear, confident communicator; able to explain technical behavior to any audience
Curious, adaptable, and customer-focused mindset; willing to lead customer calls and influence cross-functional action
No sponsorship or relocation assistance available; open to candidates in the Eastern time zone
Nice to haves: Workato expertise/certifications; hands-on Zendesk experience (macros, triggers, custom objects); scripting (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
Benefits
Target salary range of 100-125k.
Meaningful equity
US: 401(k) plan with up to 4% match and HSA & FSA Options
Canada: RRSP with up to 4% match
US: 100% paid medical, dental, and vision coverage for employees
US: 100% paid medical and 80% paid dental and vision coverage for dependents
US: $540/year toward glasses, sunglasses, or contact lenses from XP Health for employees enrolled in any Guardian Vision plan
Canada: Extended health, vision, and dental through Manulife (Manulife Gold plan) and virtual healthcare from Dialogue via Manulife
Calm app membership
Parental leave
Flexible, unlimited sick time and PTO (we recommend 18-25 vacation days annually)
12 paid company holidays
Life insurance
CPA/CFA license renewal reimbursement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data integrationERP integrationCRM integrationmiddlewareAPI knowledgefile formatsSFTPSQLJSONsync/config troubleshooting