Solutions Engineer- Sales

Overview 

onPhase is a leading provider of finance and operations automation software, helping organizations streamline Accounts Payable, vendor payments, document management, and complex business processes.

Position Overview 

The Solutions Engineer serves as a technical and operational partner across Sales, Marketing, Customer Success, and Product. This role combines knowledge of accounting and finance operations with the technical expertise and communication skills needed to translate complex business challenges into compelling software solutions.

Working closely with the sales team, you will participate in process discovery and solution scoping to understand customer workflows, operational challenges, business requirements, and technical considerations before demonstrations. You will help validate requirements, develop solution strategies, and deliver tailored demonstrations that clearly connect onPhase capabilities to customer needs. You will also support marketing initiatives, represent onPhase at industry events, and share customer and market insights with internal teams.

The ideal candidate brings a strong understanding of financial workflows, a consultative mindset, and the ability to communicate effectively with both business and technical stakeholders. Success requires thoughtful collaboration, strong solution positioning, and a commitment to helping customers understand the value of onPhase.

Key Responsibilities 

• Sales Partnership: Collaborate closely with Account Executives and Account Managers to understand customer challenges, align solution strategies, address technical questions, and deliver compelling presentations that support deal progression and improve close rates.
• Solution Consulting & Demonstrations: Translate operational requirements into tailored demonstrations and solution approaches that showcase how onPhase can streamline workflows and address business challenges.
• Finance & Workflow Expertise: Apply knowledge of Accounts Payable, invoice processing, approval workflows, vendor management, payment processes, and enterprise operations to guide solution positioning.
• Technical Solutioning: Evaluate integration requirements, data flows, document capture, and workflow configurations while collaborating with internal teams to validate solution feasibility.
• Marketing & Industry Engagement: Support marketing initiatives through webinars, product presentations, trade shows, industry events, and other activities that build awareness and demonstrate onPhase's capabilities.
• Cross-Functional Collaboration: Work across Sales, Marketing, Customer Success, Product, and Engineering to communicate customer needs, share market insights, support consistent messaging, and improve the overall customer experience.

Qualifications 

• 1–3 years of experience in Solutions Engineering, Sales Engineering, Solutions Consulting, implementation, or a related role in enterprise software or a similar industry.
• Working knowledge of accounting and finance operations, particularly Accounts Payable, invoice processing, approval workflows, vendor management, or payment processes.
• Strong presentation, communication, and problem-solving skills, with the ability to translate complex requirements into clear business value.
• Ability to collaborate effectively with Sales and cross-functional teams to develop solution strategies and support customer-facing engagements.
• Technical aptitude and an understanding of software integrations, business workflows, and enterprise application environments.
• Ability to travel up to 25%, typically for quarterly trade shows, onsite customer meetings, and other business engagements.

Preferred Qualifications

• Familiarity with document capture technologies, intelligent data extraction, and invoice automation.
• Understanding of the vendor payment landscape, including payment methods, provider ecosystems, reconciliation, and common operational challenges.
• Experience with ERP’s such as NetSuite, Sage, SAP as well as accounting systems, or Dealer Management Systems (DMS).
• Background in accounting, finance operations, Accounts Payable, enterprise software implementation, or business process automation.
• Experience hosting webinars, presenting at industry events, or supporting sales and marketing initiatives.

What Success Looks Like

• Building strong partnerships with Sales to deliver strategically aligned solutions that address customer challenges.
• Delivering engaging, tailored demonstrations that build customer confidence and support stronger close rates.
• Establishing credibility through a practical understanding of accounting workflows, finance operations, and enterprise software.
• Effectively representing onPhase through webinars, events, and other customer-facing and marketing initiatives.
• Connecting insights across Sales, Marketing, Customer Success, and Product to improve solution positioning and the customer experience.