Role Overview

We’re looking for a highly technical Onboarding Manager with deep expertise in finance systems and direct integrations. This role focuses on designing and executing clean, scalable data flows between Spendflo and customer ERP/AP systems (NetSuite, Coupa, SAP, etc.) without relying on middleware-heavy solutions.

You’ll work closely with finance and IT teams to architect integrations, understand data at a granular level, and troubleshoot complex system interactions end-to-end.

Key Responsibilities

Customer Onboarding & Implementation

- Own end-to-end onboarding for customers integrating Spendflo with finance systems

- Lead implementation discussions with finance and IT stakeholders

- Ensure high-quality onboarding with minimal technical debt

Finance Systems Expertise

- Work extensively with NetSuite, Coupa, SAP, Oracle, QuickBooks, etc.

- Understand core workflows: Procure-to-Pay (P2P), Accounts Payable (AP), vendor management, GL and cost allocation

- Configure integrations aligned with real-world finance operations

Integration Architecture & Data Flow

- Design direct system integrations (API-based, file-based where needed)

- Define how Spendflo interacts with external systems (ingestion, transformation, sync logic)

- Document data schemas, mappings, field transformations, and system dependencies

Data Flow & Logic

- Understand how queries, payloads, and transactions move across systems

- Analyze API request/response structures and data parsing logic

- Handle edge cases in financial data and ensure data integrity and reconciliation

Technical Troubleshooting

- Diagnose issues like data mismatches, failed syncs, API limitations, and workflow breakdowns

- Trace issues across the full data lifecycle (source → Spendflo → destination)

- Debug logs, payloads, and system interactions end-to-end

System Design & Collaboration

- Design scalable, reusable integration patterns across systems

- Ensure architectures are robust, maintainable, and adaptable

- Partner with Product, Engineering, CX, and Sales for smooth onboarding and improvements

- Contribute to internal playbooks and integration standards

Required Qualifications

- 3+ years in implementation, solutions engineering, or onboarding roles with strong technical depth

- Hands-on experience with NetSuite and/or Coupa (mandatory)

- Proven experience in direct integrations between finance systems (not middleware-dependent)

Technical Skills

- Strong expertise in REST/SOAP APIs

- Experience with JSON, CSV, and structured data

- Data mapping and transformation logic

- Ability to read logs, debug payloads, and trace issues end-to-end

- Strong understanding of system architecture and data flow across integrations

Core Competencies

- Systems thinking and architectural mindset

- Deep troubleshooting and root-cause analysis

- Strong technical communication with stakeholders

- High ownership and execution

Nice to Have

- NetSuite or Coupa certifications (SuiteFoundation, Admin, ERP Consultant, etc.)

- Experience with procurement or spend management SaaS tools

- Exposure to financial data models and reconciliation processes