We are the financial planning and analysis platform that automates data consolidation, reporting, and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models. We integrate with the most popular accounting software, ERPs, and CRMs so all your data can be consolidated. Reduce risk, make informed decisions, and ensure stakeholders have the most reliable data at their fingertips. Transform your Excel into a lean, mean, FP&A machine!
Work as part of our customer success team to deliver data integrations into our product
Lead the data integration parts of the solution, with many customers/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.
Requirements: 2+ years supporting integrations with ERP, CRM, or financial systems
Proven track record resolving complex sync and configuration issues by debugging and optimizing integration flow designs across ERP/CRM systems
13+ years of iPaaS or middleware experience with platforms such as Workato, Tray I/O, MuleSoft, or similar
Ability to turn customer insights into product improvements. Spot patterns, advocate fixes, and drive change
Strong decision-making skills under uncertainty, with a knack for looking outside the box for solutions
Clear, confident communicator, capable of managing multiple concurrent projects and collaborating effectively with both internal and external stakeholders
2+ years of experience using APIs and Postman to work with integrations, including interpreting and applying API documentation to authenticate and build net-new integration workflows
Basic knowledge of APIs, file formats (CSV, JSON), and accounting integrations
Proficiency in SQL and at least one programming language such as JavaScript or Python
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
Native English language proficiency.
Nice to Haves
Workato Expertise/Certifications
Hands-on Zendesk experience (macros, triggers, custom objects)
Familiarity with ODBC SQL servers, query writing, or DB user setup
Background in FinTech, accounting, or HR software
Experience delivering technical training or enablement.
This position is open to all candidates.