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Solution Engineer

Ottimate helps fast growing businesses automate accounts payables on their terms. We simplify everything from invoice management to payments for both recurring and one-off expenses with a cloud-first approach that enables remote work. Plate IQ’s AP Automation and VendorPay Network helps businesses pay and get paid faster.

At Ottimate, passion generates excitement for what we do and how we do it. With passion at the heart of everything we do, we nurture ideas, inspire excellence, and find creative ways to eliminate obstacles for cultivating growth. The positive attitude with which we assist one another develops open, honest, and genuine connections. Above all, we celebrate and embrace our differences. We invest in each other because we win or lose as a team.

Our values are at the center of our company and culture. At Ottimate, we value: Growth, Customer Focus, Innovation, Accountability, and Communication.

The Role

The Solution Engineer is a technical resource that bridges the gap between sales and technology by performing in-depth and value-based technical demonstrations of the Ottimate solution. Your work will inevitably include contributing to sales presentations, workflow modeling, solution design and ensuring our customers and prospects fully grasp the value in our platform. In doing so, you will be an integral partner to our sales team by providing support to close deals and hit our revenue goals. Key to this role is an ability to understand Ottimate's technology, expertly communicate its benefits, and win the trust of both prospects and the product and technology teams of potential partners. In addition, you will be heavily involved with integrations by distilling technical requirements and designing effective solutions in order to seamlessly integrate our product to ERP platforms.

The successful candidate brings deep product knowledge (preferably within the realm of ERP integration, automation, or payments technology) and strong technical background and combines it with excellent communication skills in order to explain complex concepts concisely, uncover unique customer needs, and position our business case while showcasing our product through seamless, value-based demos and professional presentations.

Key Responsibilities

  • Lead the technical sales process, providing pre and post-sales technical expertise as well as ongoing consultation to Ottimate clients and prospects related to our payments technology and ERP integrations.
  • Maintain expert-level knowledge of the application and technical features of our solution as well as understand possibilities and realities of tech-based integrations with our solution.
  • Build and present powerful demos and technical presentations that clearly communicate Ottimate’s value proposition, educate the clients on the technical capabilities, customer benefits, and unique features of the product, and are tailored to specific customer needs
  • Answer any technical sales-related questions by speaking with confidence, knowledge, and credibility about what we bring to our customers.
  • Assist the Sales team in preparations and delivery of any pre-sales discovery and analysis including understanding pain points, desired outcomes, capability requirements, and metrics.
  • Remove barriers and overcome objections to secure the technical win in complex opportunities.
  • Leverage technical expertise to assist internal and partner sales teams in upselling new products and services to existing customers.
  • Coordinate internal cross-functional resources and orchestrate actions to help close deals.
  • Gather customer feedback and work closely with the product team to act as “voice of the customer” and enhance product offering.
  • Stay current on industry and competitive trends by analyzing competition and communicating market challenges and opportunities to leadership.
  • Collaborate with internal technical resources to continually develop and improve the client demonstration environment and processes.
  • Suggest solutions and innovative ideas to meet customer needs.
  • Attend and present at trade shows, user conferences, as needed.
  • Perform other duties as assigned.
  • BA/BS degree with 3+ years’ experience working in a product/technical role as a SaaS solution engineer/sales consultant within the payments automation or ERP integration space.
  • Accounting, Finance or CPA credentials are preferred.
  • Excellent technical aptitude with ability to clearly and effectively convey highly technical concepts to technical and non-technical audiences during consultative, solution-driven conversations.
  • Executive Presence with strong presentation and public speaking skills, significant business acumen, and ability to influence customer stakeholders including C-level.
  • Demonstrated success leading integrations with ERP systems.
  • Strong problem solver with an innate ability to navigate obstacles and design innovative solutions and a passion for solving complex customer problems.
  • Highly organized with the ability to manage their own time efficiently and drive results.
  • Player Coach with ability to build process and strategy from the ground up and hire a team to act on significant business goals.
  • Familiarity and ease with technology, B2B technology applications and how payments technology platforms serve customer businesses.

We care deeply about making Ottimate an incredible place to work and invest a significant amount of time and energy into creating and maintaining a company culture that provides our team with a generous level of support whilst inspiring them to do their best work. 

The specific benefits/perks we offer are continually evolving, but currently include:

  • Compensation: $120K + Variable
  • Work from home in an energetic remote-first environment that supports flexible working hours and understands work-life balance.
  • Competitive salary based on skills & experience.
  • Medical, Dental, Vision and other Company-Subsidized Benefits for you and your family.
  • Employer sponsored 401(k) with company match.
  • Paid Time Off (and the encouragement to use it).
  • Annual company retreats.
  • Promote from within philosophy.

Beyond the tangible benefits though:

  • You will be part of a growing team, at a pinnacle moment of scale for the business, and experience the excitement of working in a startup where each action makes a huge difference.
  • You will have the agency to solve difficult problems creatively, the freedom to explore work that inspires you, and infrastructure to ensure you're constantly challenged and developing.
  • You will work with sharp, passionate teammates solving some of the most unique challenges and positioning our product as a premier finance automation solution. 
  • Our commitment to empowering a diverse and inclusive workforce, celebrating differences, and creating a safe space for our employees to bring their whole selves to work is second to none.
  • We are transforming entire industries using innovative technology including Artificial Intelligence, Payment Tech, and Neural Networks.
  • Our leaders lead with a people-first approach; inspiring excellence, nurturing ideas, and finding creative ways to eliminate obstacles for cultivating growth.
  • We truly love what we do and who we do it with - and we think you will too!


Ottimate is an equal opportunity employer that is committed to diversity and inclusion. We do not discriminate based on race, color, national origin, religion, gender, gender expression, sexual orientation, age, veteran status, disability status, or marital status. If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply. Nothing in this job posting should be construed as an offer or guarantee of employment.

#LI-Remote

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What You Should Know About Solution Engineer, Ottimate

Join our dynamic team at Ottimate as a Solution Engineer, where you'll be a key player in helping businesses automate their accounts payables with precision and efficiency. In this role, you will serve as the essential link between our sales and tech teams, stepping up to deliver insightful, value-driven technical demonstrations of our innovative platform. Here at Ottimate, we pride ourselves on our growth-oriented culture, where passion fuels everything we do, and collaboration leads to success. Your expertise will shine as you help guide prospects through the complexities of ERP integrations and payments technology, showcasing how our product can seamlessly end everyday obstacles. Expect to present powerful demonstrations, while articulating the unique value propositions that make Ottimate stand apart in the competitive landscape. Success is a team effort, and with that in mind, your contributions will also guide product enhancements, ensuring our offerings evolve to meet client needs effectively. If you thrive in a fast-paced environment that celebrates creativity and difference, and if you’re passionate about making technology work for people, we would love to see you join our team. The successful candidate will bring technical knowledge, strong communication skills, and an aptitude for problem-solving, making the world of payments technology accessible and exciting for our clients. Join us in revolutionizing the way businesses handle accounts payables, all while enjoying flexible work arrangements that support a healthy work-life balance. Your journey towards making a significant impact begins here at Ottimate!

Frequently Asked Questions (FAQs) for Solution Engineer Role at Ottimate
What are the key responsibilities of a Solution Engineer at Ottimate?

As a Solution Engineer at Ottimate, your primary responsibilities include leading technical sales processes, providing expertise in payments automation and ERP integrations, and crafting compelling demos that communicate our unique value proposition. You'll also assist in pre-sales discovery, overcome technical objections during sales presentations, and coordinate with cross-functional teams to facilitate seamless integrations, ensuring client satisfaction and successful outcomes.

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What qualifications do I need to apply for the Solution Engineer position at Ottimate?

To apply for the Solution Engineer position at Ottimate, candidates should have a BA/BS degree and over three years of experience working in a product or technical role, specifically within payments automation or ERP integration. A strong technical aptitude, excellent communication skills, and a proven ability to lead integrations with ERP systems are crucial for success in this role.

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What can I expect in terms of work culture as a Solution Engineer at Ottimate?

At Ottimate, the work culture is vibrant, collaborative, and inclusive. As a Solution Engineer, you'll be part of a supportive team that values creativity and individual contributions. We foster an open environment where ideas are freely shared, obstacles are tackled together, and everyone is encouraged to develop both professionally and personally, all while maintaining a strong focus on work-life balance.

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How does Ottimate support the professional development of its Solution Engineers?

Ottimate is committed to the professional growth of its Solution Engineers by providing opportunities for continuous learning and development. Regular training sessions, workshops, and the chance to participate in industry conferences ensure that you stay updated on the latest trends and technologies. We believe that investing in our employees' skills not only benefits them, but also strengthens the entire team.

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What benefits does Ottimate offer to its Solution Engineers?

Ottimate provides a comprehensive benefits package for its Solution Engineers, which includes competitive salaries, medical, dental, and vision insurance, a 401(k) plan with company matching, generous paid time off, and the possibility of remote work in a flexible environment. Moreover, you’ll be part of a growing team where each effort directly contributes to the company's success, along with annual retreats and a culture of promoting from within.

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Common Interview Questions for Solution Engineer
Can you explain your experience with ERP integrations as a Solution Engineer?

In answering this question, highlight specific ERP systems you have worked with, your understanding of integration processes, and how you've successfully managed technical challenges. Be sure to discuss any direct outcomes from these projects, such as improved efficiency or enhanced client satisfaction.

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How do you approach creating technical demonstrations for clients?

When addressing this question, outline your process for preparing demonstrations. Talk about how you tailor presentations to meet specific client needs, ensuring that you effectively communicate the value proposition of Ottimate's solutions and address any concerns they might have. Mention your focus on active engagement and feedback during demos.

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What strategies do you use to overcome objections during sales presentations?

Discuss the importance of actively listening to client concerns and providing clear, confident responses based on your product knowledge. Share examples of previous experiences where you successfully turned objections into opportunities, emphasizing the need for empathy and looking for common ground with the client.

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Describe a time you had to solve a complex customer problem.

In your response, provide a detailed account of the situation, your problem-solving approach, and the outcome. Highlight your analytical skills, creativity in developing solutions, and how collaborating with your team or the client contributed to resolving the issue.

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How do you keep yourself updated on industry trends and technologies?

Mention specific sources you utilize to stay informed, such as industry blogs, conferences, webinars, or networking with peers. Emphasize your commitment to lifelong learning and how this knowledge has empowered your performance in your previous roles as a Solution Engineer.

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What role does effective communication play in the Solution Engineer position?

Here, illustrate the importance of clear communication in establishing trust with clients and internal teams. Share how your ability to convey technical concepts in an understandable way has facilitated successful collaborations and helped clients see the value in solutions provided.

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Can you provide an example of a successful integration project you led?

Provide details of a specific project, including the challenges faced, your leadership role, and the ultimate outcomes. Emphasize your technical competence and how your communication skills were key in managing both the technical aspects and client expectations.

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How do you prioritize your workload as a Solution Engineer?

Discuss methods you use to manage multiple projects, such as utilizing project management tools or setting specific goals with timelines. Explain how you balance immediate client needs with longer-term strategic objectives to ensure both areas are effectively addressed.

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What motivates you as a Solution Engineer?

Share what aspects of being a Solution Engineer drive your passion and commitment, whether it be solving intricate challenges for clients, collaborating with innovative teams, or shaping the future of payment technology. This insight gives interviewers a better sense of your alignment with Ottimate's mission.

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How do you handle feedback from clients and internal teams?

Emphasize the importance of constructive feedback in personal and professional growth. Share specific examples of how you have utilized feedback to refine your approach or improve solutions, illustrating your openness to learning and adaptation.

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ottimate (formerly plate iq) is the leading ap automation ai. ottimate is ap automation ai that provides a smarter way for ap managers, approvers, controllers, and cfos to work through the entire invoice lifecycle. with mature deep learning capab...

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Full-time, remote
DATE POSTED
March 15, 2025

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