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Solution Advisor, Professional Services

Role overview

Qualifications

  • 5+ years of experience in ERP/P2P systems, procurement, finance, tax, operations consulting, managed services, or B2B SaaS implementation/account management
  • ERP/procurement software experience with tools like NetSuite, Oracle, SAP, Sage, or QuickBooks
  • Strong customer mastery with ability to push back while maintaining high customer satisfaction
  • Exceptional communication skills and proactive problem-solving mindset with attention to detail

Responsibilities

  • Lead post-implementation engagements as primary point of contact for expansion, enhancements, and stabilization
  • Perform product configuration by mapping client requirements to Zip capabilities to solve complex business problems without heavy coding
  • Deliver adoption and training sessions to empower stakeholders to navigate and manage Zip independently
  • Collaborate with Product, Engineering, and Account Management to relay customer feedback and drive roadmap and account health

About the company

Zip logo

Zip

Computer Software / SaaS

Zip is the world’s leading intake-to-procure solution. Providing a single platform for any employee to initiate a purchase or vendor request, Zip helps businesses gain clear and timely visibility across all purchases, while dramatically improving the employee experience.The platform’s no-code configuration and intelligent workflows integrated across disparate systems enable businesses to automatically route requests for faster approval across finance, legal, procurement, IT, security and other teams.Leading enterprises and high-growth startups like Databricks, Canva, Airtable, Webflow and over 100 others use Zip to streamline their procurement processes while delighting their business users.

Company details

Company typeScaleup
IndustryComputer Software / SaaS
Company size201 - 500

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Job description

About Zip

Here at Zip, we're reimagining how modern businesses function in the age of AI. The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses.

Our co-founders started Zip in 2020 to address this seemingly universal problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 5 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world’s leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and JPMorgan Chase rely on Zip to manage billions of dollars in spend.

We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we’re focused on developing cutting-edge technology, expanding into new global markets, and—above all–driving incredible value for our customers. Join us!

Your Role

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

Your Impact

  • 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.

Qualifications

  • 5+ years of experience in ERP/P2P Systems, Procurement, Finance, Tax or Operations Consulting, Managed Services, or B2B SaaS implementation/account management.

  • ERP/Procurement Expertise: Direct experience implementing or administering tools like NetSuite, Oracle, SAP, Sage, or QuickBooks.

  • Customer Mastery: A proven ability to "push back" on requests when necessary while maintaining high levels of customer satisfaction.

  • Operational Excellence: Extreme attention to detail and a proactive mindset—you anticipate needs before the client does.

  • Communication: Exceptional verbal and written communication skills for leading client cadences and stakeholder workshops.

  • Proactive Problem Solver: Comfortable "rolling up their sleeves" to build configurations while simultaneously managing high-level executive relationships.

Perks & Benefits

At Zip, we’re committed to providing our employees with everything they need to do their best work.

  • 📈 Start-up equity

  • 🚠 Team building events

  • 🌴 Flexible PTO

  • 💻 Apple equipment plus home office budget

We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you!

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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