Solution Advisor, Professional Services

Zip is the world's leading intake-to-procure solution. We are looking for a Solution Advisor (SA) to join our Professional Services team. In this role, you won't just be a consultant; you will be the primary engagement lead and the 'face of Zip' for our customers following their initial implementation. As an SA, you are a Zip product expert and a procurement operating model specialist. You will partner with some of the largest companies in the world to drive product expansion, lead procurement transformations, and ensure Zip becomes the backbone of their procurement setup.

Responsibilities

Strategic Partnership: Lead post-implementation engagements, serving as the primary point of contact for expansion, system enhancements, and stabilization initiatives; Product Configuration: Deep-dive into client requirements to creatively configure Zip, solving complex business problems without needing deep technical coding; Adoption & Training: Empower stakeholders through high-impact training sessions, ensuring they can navigate and manage Zip independently; Cross-Functional Influence: Work directly with Product and Engineering to funnel customer feedback into the roadmap, and collaborate with Account Management to ensure long-term account health; Process Innovation: Continuously refine our Managed Services delivery model to maximize the value customers derive from the platform

Requirements

5+ years of experience in ERP/P2P Systems, Procurement, Finance, Tax or Operations Consulting, Managed Services, or B2B SaaS implementation/account management; Direct experience implementing or administering tools like NetSuite, Oracle, SAP, Sage, or QuickBooks; Proven ability to "push back" on requests when necessary while maintaining high levels of customer satisfaction; Extreme attention to detail and a proactive mindset—you anticipate needs before the client does; Exceptional verbal and written communication skills for leading client cadences and stakeholder workshops; Comfortable "rolling up their sleeves" to build configurations while simultaneously managing high-level executive relationships

Benefits

Start-up equity; Team building events; Flexible PTO; Apple equipment plus home office budget