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Solution Advisor, Professional Services

Role overview

Qualifications

  • 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
  • Exceptional verbal and written communication skills for leading client cadences and stakeholder workshops
  • Extreme attention to detail and a proactive mindset

Responsibilities

  • Lead post-implementation engagements, serving as the primary point of contact for expansion, system enhancements, and stabilization initiatives
  • Deep-dive into client requirements to creatively configure Zip, solving complex business problems without needing deep technical coding
  • Empower stakeholders through high-impact training sessions, ensuring they can navigate and manage Zip independently
  • Continuously refine our Managed Services delivery model to maximize the value customers derive from the platform

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

Zip is the AI platform for enterprise procurement — built for humans and agents working together. By orchestrating procurement across teams, tools, and suppliers with the help of AI agents, companies can secure the resources they need to innovate faster than ever before.

The world’s most influential enterprises trust Zip, including T-Mobile, OpenAI, AMD, Mars, Dollar Tree, and more. Together they’ve saved over $8 billion and processed over $500 billion in spend. Zip’s team includes product leaders from Apple, Airbnb, and Meta, as well as former procurement leaders from United Health, Sanofi, MGM Resorts, Discover, and NASA.

Backed by Adams Street, Alkeon, BOND, CRV, DST, Tiger Global, and Y Combinator, Zip has raised $371 million, most recently at a $2.2 billion valuation and has been recognized by Forbes Fintech 50, Fast Company's Most Innovative Companies, Inc. Best in Business, and LinkedIn Top Startups.

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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