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 Exe