Technical Consultant, D365

Ramp Business Corp

San Francisco, CA

JOB DETAILS
SALARY
SKILLS
Accounting, Accounts Payable, Alliance/Partner Management, Application Programming Interface (API), Autoscaling, Budgeting, Communication Skills, Computer Science, Cross-Functional, Customer Relations, Customer/Client Research, Documentation, ERP (Enterprise Resource Planning), Enterprise Sales, Establish Priorities, Fast Food, Finance, Financial Operations, General Ledger Accounting, Global Financial Markets, HRIS/HRMS, Legal, Machine Tool, Microsoft Dynamics, Onboarding, Partner Sales, Post-Sales, Product Design, Product Engineering, Product Planning, Resolve Customer Issues, Revenue Growth, Risk, Sales, Sales Management, Software as a Service (SaaS), Strategic Accounts, System Architecture, Team Player, Technical Consulting, Technical Support, Technical/Engineering Design, Testing, Use Cases
LOCATION
San Francisco, CA
POSTED
6 days ago

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. Youll 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 customers 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 customers 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 Ramps 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 specifically focused on Enterprise and Strategic Enterprise customers running Microsoft Dynamics 365, supporting large, complex organizations with multi-entity environments, advanced ERP integrations, and highly customized financial workflows.

What Youll Do

  • Serve as the primary Technical Consultant for Enterprise and Strategic Enterprise accounts running Microsoft Dynamics 365, supporting complex, high-impact customers with multi-entity, multi-ERP, and global financial environments

  • Act as a technical advisor to customers and Ramps internal teams while supporting high-value implementations and expansion opportunities by guiding D365 integration, configuration, and system design

  • Partner with Customer Activation and Account Management teams to assess customer requirements and propose scalable solutions involving D365 Finance & Operations, HRIS, and API integrations

  • Collaborate with onboarding specialists and implementation leads to support technical workstreams, ensuring faster time-to-value and customer success

  • Work with customers to problem-solve technical hurdles and propose effective product implementations with a deep understanding of D365 integration and configuration options

  • Participate in technical discovery to understand customer D365 environments and workflows, and recommend best-fit Ramp architecture including when and how to use Ramps API

  • Be a subject matter expert across Microsoft Dynamics 365 and Ramps accounting integration capabilities, partnering with Sales, Product and partners to advocate for integration development aligned with customer needs

  • Troubleshoot D365 integration blockers and guide customers through complex configuration decisions

  • Contribute to internal documentation and tooling that scales Ramps ability to support D365 integration use cases across a growing customer base

  • Influence Ramps product roadmap by channeling D365 customer pain points and feedback to the Product and Engineering teams

What You Need

  • Bachelors degree in computer science, engineering, finance, business, or a related field

  • 4+ years in technical consulting, solutions engineering, implementation, or a similar customer-facing technical role, ideally in a SaaS or fintech environment

  • 3+ years of hands-on experience working with Microsoft Dynamics 365 (Finance & Operations and/or Business Central), including integration patterns and enterprise deployment models

  • Deep familiarity with D365 finance and accounting workflows, including General Ledger, Accounts Payable, financial dimensions, and legal entity structures

  • Comfort working with APIs, integration logic, and system architecture and being able to explain those concepts to finance and operations stakeholders

  • Partner closely with Product, Engineering, and Design on enterprise-driven gaps, influencing roadmap decisions that unlock scale across Ramps largest customers

  • Advise on non-standard D365 implementations and edge cases, balancing customer needs with long-term platform scalability and supportability

  • Strong communication skills: able to translate complex technical solutions into business value and guide customers toward scalable approaches

  • 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 Ramps upmarket motion

Benefits available to all full-time Ramp employees (Global)

  • Flexible PTO

  • Unlimited AI token usage

  • 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 support to NYC or SF (as 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.

Ramp Applicant Privacy Notice

About the Company

R

Ramp Business Corp