Location: San Mateo, CA

OpenEnvoy is building a world free from fraud. After Gartner named OpenEnvoy a leading vendor for AP automation and real-time auditing for three years running, we’ve been distinguishably recognized as a Gartner 2023 Cool Vendor. Our approach is to design simple, elegant software that automates the AP process so Finance teams can improve cash flow in real time, sending money directly to the bottom line. We are bringing joy back to finance professionals allowing them to shed repetitive tasks and focus on more strategic work to stay ahead of the curve. It’s time Finance had modern tech dedicated to their workflow. We’re just getting started! As a distributed team, we are committed to building an exceptional culture and product. We are backed by leading SV investors including Riot Ventures, RRE, Naval Ravikant, Hack Fund, and others.

We’re looking for an Enterprise Solutions Architect to join our Customer Success team. This role will report to the Director of Customer Success, and is a key investment as part of our strategy to expand OpenEnvoy footprint within our growing customer base.

Responsibilities

  • You will design optimal implementation frameworks for customers, dive into complex technical requirements, collaborate closely with Product and Engineering on roadmap and product design, and work alongside our Customer Success and Customer Support teams to help customers get maximum value from OpenEnvoy.
  • You will work closely with Sales and Engineers in the pre & post-sale process to do deep discovery into our customers’ technical, financial, and operations needs, and use this information to design solutions. This will involve whiteboarding, creating detailed solution design documents, and guiding customers’ development plans. OpenEnvoy Solutions Architects are trusted advisors to our customers.
  • Internally, you’ll be the technical voice of the customer and should be constantly learning and teaching our products. You’ll develop a broad understanding of our customers’ cross-product needs and use this unique perspective to provide feedback to Product Development on roadmap and product design. You’ll teach Customer Success Managers about the value our products deliver.
  • As an early member of the team you will also shape our processes, tools, and strategy.

We’re looking for someone who has experience with REST API based solution design, some experience writing code themselves, and either knows or is interested in learning payment systems, finance processes, and accounting fundamentals.

We strongly believe that investing in personal and professional growth puts us in a position to deliver long-term value to our customers. This role offers a unique opportunity for growth in a value-driven company, and it sits at the intersection of our customers, our people, and our products.

Requirements

  • 5+ years experience in customer facing technical roles at B2B SaaS companies in one or more of the following functions: technical architect or solutions architect, sales engineering, customer success, product management, or engineering.
  • Experience with REST API based solution design. Knowledge of web connectivity and integration protocols such as JSON / XML, file transfer protocols such as FTP / FTPS / SFTP, API tools such as Postman, and API concepts such as idempotency and pagination.
  • Excellent communication skills. You’ll write more enablement material than you’ll read.
  • Technical curiosity. Desire to get your hands dirty diving into technical specs.
  • Finance and / or accounting knowledge is a plus.

Week by week

During your first week, you will:

  • Complete our company onboarding process where you will learn all about OpenEnvoy – our values, our history, our product, our brand – and meet various teams via small-group sessions alongside your onboarding peers.
  • Get acquainted with our products with self-guided as well as hands-on training with an onboarding buddy.
  • Develop an understanding of our customers, user personas, sales process, and customer stories.
  • Read our favorite industry primers.

During your first six weeks, you will:

  • Meet and build relationships with leaders and members of the Customer Success, Product Development, Sales, and Marketing teams.
  • Shadow Engineers and CSMs on customer engagements. Through this, you will gain a deep understanding of our customers, their use cases, and the various stages of their journey with OpenEnvoy.
  • Spend a lot of time reading API docs, build your own applications against our APIs, start creating solution designs for customers, join customer meetings, and lead your own meetings by week six.

During your first six months, you will:

  • Take your first customers from initial implementation through launch.
  • Become an expert on our products, answering questions for every customer-facing team.
  • Build out the processes, knowledge base, and collateral that will shape the future of the SA team.

Apply now:

Open Envoy is committed to equal employment opportunity and does not discriminate in any employment opportunities or practices based on an individual's race, color, creed, gender (including gender identity and gender expression), religion (all aspects of religious beliefs, observance or practice, including religious dress or grooming practices), marital status, registered domestic partner status, age, national origin or ancestry (including language use restrictions and possession of a driver’s license issued under California Vehicle Code section 12801.9), natural hair, physical or mental disability, political affiliation, medical condition (including cancer or a record or history of cancer, and genetic characteristics), sex (including pregnancy, childbirth, breastfeeding or related medical condition), genetic information, sexual orientation, military and veteran status or any other consideration made unlawful by federal, state, or local laws. It also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics.

Open Envoy participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.