About this role.
Ramp is seeking a mid-market Technical Consultant to advise customers on finance-system implementations, configurations, and integrations. The role partners closely with Customer Activation, Account Management, Product, Design, and Engineering to drive scalable customer solutions and fast time-to-value. Key work includes technical discovery, ERP, HRIS, and API integration guidance, troubleshooting configuration blockers, and translating technical architecture into business value. Candidates need at least two years of customer-facing technical consulting, solutions engineering, or implementation experience, along with familiarity with accounting workflows and ERP platforms such as Sage Intacct, NetSuite, or SAP S/4HANA. This is a high-ownership role in a fast-moving fintech environment, with no direct coding requirement.
Role DNA
A quick view of the complexity, pace, ownership and collaboration implied by the job description.
Job Complexity
4/5Pace & Pressure
5/5Autonomy Level
4/5Communication Load
5/5Salary analysis
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Core skills
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Sample interview questions
I would begin by mapping the customer's current finance processes, system landscape, data ownership, approval flows, and reporting requirements. I would identify the integration objectives, required data fields, timing expectations, exception scenarios, and technical constraints, then recommend a scalable architecture using native integrations or APIs where appropriate. I would document success criteria and align internal activation, account management, and technical stakeholders on a prioritized implementation plan.
I would explain that an API is a secure, structured way for systems to exchange information automatically, similar to a controlled connection between two business tools. I would focus on the operational outcome, such as reducing manual journal entries, improving data accuracy, or keeping employee and vendor information synchronized. I would also clarify the implementation requirements, ownership, timing, and any controls needed without overwhelming the stakeholder with technical detail.
I would first understand the underlying business need rather than immediately rejecting the request. I would explain the risks and limitations of the requested approach, offer a recommended design that achieves the intended outcome more reliably, and use concrete examples of operational or reporting impact. If a true product gap remains, I would document the use case clearly and route the feedback to the appropriate Product and Engineering partners.
I would isolate the issue by confirming the expected workflow, reviewing configuration settings, permissions, field mappings, error messages, and source-system data. I would determine whether the problem is caused by customer configuration, integration limitations, data quality, or a potential product defect. I would then provide clear next steps to the customer and engage internal technical resources with a concise problem statement, evidence, business impact, and reproduction details when escalation is needed.
I would solve the immediate customer issue while capturing reusable patterns, common blockers, and effective configuration guidance. When a solution is likely to recur, I would convert the learning into documentation, playbooks, templates, or tooling recommendations for activation and account teams. This approach protects customer outcomes while steadily reducing implementation effort and improving consistency at scale.
About Ramp
Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books.
The problems are high-stakes, data-dense, and unforgiving.
We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome.
The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same.
If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it.
About the Role
Technical Consultants are on the frontlines working to establish partnerships with Ramp customers, and act as a liaison between customers and our internal technical teams. You’ll be partnering with Customer Activation & Account Management teams to identify, prioritize and build financial solutions for new and existing customers so that Ramp continues to scale with their needs.
You will act as the technical and financial subject matter expert for our customers, and design solutions that address the customer’s needs through Ramp and partner integrations. You will partner with Post-Sales teams to drive Product, Design and Engineering teams’ roadmaps to evolve Ramp to better serve our customers at scale and offer increasingly higher value to the customers.
You will define the customer’s financial & technical success criteria from onboarding through activation and expansion. You will represent Product, Design and Engineering externally and will operate with deep conviction and understanding of Ramp’s technical capabilities. The role requires technical skills necessary to understand and educate on robust accounting features, and integrate them across all the touchpoints and surface area of a customer.
This role is focused on Commercial and Mid-Market customers, supporting high-growth companies with standardized financial workflows, core ERP integrations, and repeatable implementation patterns that drive fast time-to-value.
What You’ll Do
Act as a technical advisor to customers and Ramp’s internal teams while supporting high-value implementations and expansion opportunities by guiding integration, configuration, and system design
Partner with Customer Activation and Account Management teams to assess customer requirements and propose scalable solutions; particularly involving ERP, HRIS, and API integrations
Collaborate with onboarding specialists and implementation leads to support technical workstreams (not run them), ensuring faster time-to-value and customer success
Work with customers to problem-solve technical hurdles and propose effective product implementations for each customer with a deep understanding of the full range of integration and configuration options
Participate in technical discovery to understand customer systems and workflows, and recommend best-fit Ramp architecture. This includes when and how to use Ramp’s API
Be a subject matter expert across our HRIS and Accounting integration partners, partnering with Sales, Product and partners to advocate for integration development in-line with customer needs
Troubleshoot integration blockers and guide customers through complex configuration decisions without writing code directly
Contribute to internal documentation and tooling that scales Ramp’s ability to support integration use cases across a growing customer base
Influence Ramp’s product roadmap by channeling customer pain points and feedback to the Product and Engineering teams
What You Need
Bachelor’s degree in computer science, engineering, finance, business, or a related field
2+ years in technical consulting, solutions engineering, implementation, or a similar customer-facing technical role, ideally in a SaaS or fintech environment
Familiarity with ERP systems (e.g. NetSuite, Sage Intacct, Microsoft Dynamics, Oracle Fusion) and finance/accounting workflows. SAP S/4HANA or Sage Intacct expertise highly preferred.
Comfort working with APIs, integration logic, and system architecture and being able to explain those concepts to finance and operations stakeholders
Strong communication skills: able to translate complex technical solutions into business value, guide customers toward scalable approaches, and diplomatically steer conversations when requests are misaligned with best practices or product capabilities
Collaborative mindset and ability to work cross-functionally with Sales, Customer Success, Product, and Engineering
Exceptional organization and problem-solving skills, with a bias toward action and a high level of ownership
Thrives in ambiguity and fast-paced environments; adaptable and resourceful as we scale Ramp’s upmarket motion
Benefits available to all full-time Ramp employees (Global)
Flexible PTO
Centralized home-office equipment ordering
Health and wellness stipend
Budget for intra-office travel
Weekly coffee stipend
United States
100% medical, dental & vision insurance coverage for you, with partial coverage for dependents
One Medical annual membership
401(k), including employer match on contributions made while employed by Ramp
Fertility HRA (up to $10,000 per year)
Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay
Pet insurance
In-office perks: lunch, snacks, drinks, and more
Relocation expense coverage to NYC or SF (if needed)
Canada
Group medical, dental, and vision coverage through Sun Life
Life, AD&D, and disability coverage
Fertility drug coverage (up to $4,000 lifetime)
Group Retirement Plan with employer match (RRSP + DPSP)
Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay, with additional time available at reduced pay
Employee Assistance Program and virtual care through Lumino Health
United Kingdom
Private medical insurance through Freedom Elite
Virtual GP and at-home care via eMed x Livi
Workplace pension through Penfold, with salary sacrifice option
Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay with additional time available at reduced pay
Referral Instructions
If you are being referred for the role, please contact that person to apply on your behalf.
Other notices
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Beware of recruiting scams: Ramp will only contact you through official @Ramp.com email addresses and will never ask for payment or sensitive personal information during the hiring process.
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