Solutions Engineer for Ad Orbit handling technical aspects of client implementations and data migrations. Collaborating with onboarding managers to ensure successful deployments for media publishers.
Responsibilities
Partner with Onboarding Managers on new client implementations—own the technical workstream while they manage the project and relationship.
Lead data import workflows for customers migrating to our CRM, OMS, and Billing platform—field mapping, data cleansing, import validation, and exception resolution.
Translate complex financial workflows (chart of accounts, revenue recognition, period close) into Ad Orbit configurations aligned to GAAP standards.
Support customers in accessing and using the Ad Orbit data warehouse—help them understand their data structure and answer data-related questions.
Troubleshoot API integrations—read documentation, test endpoints, and diagnose failures across client-connected systems.
Build implementation documentation, field mapping specs, and client-facing technical guides.
Identify recurring implementation patterns and contribute to process improvements and internal tooling.
60–70% client-facing: Assisting with in-progress customer implementations, data migrations, integration setup, templates, and configurations.
30–40% internal tooling & documentation: Building internal tools and automation to support customer work.
Requirements
Hands-on experience implementing or configuring ERP, CRM, OMS, or financial management software.
Working knowledge of GAAP accounting principles—chart of accounts, AR/AP, revenue recognition, period-end close.
Ability to map client financial workflows to system configuration with minimal guidance.
Experience leading data migrations—defining field mappings, validating imports, handling exceptions at scale.
Familiarity with REST APIs—reading documentation, testing endpoints, debugging integration issues.
Comfortable supporting client use of a data warehouse environment. MySQL query skills are a plus.
Ability to write or modify scripts (Python, Bash, or similar) for data transformation or automation tasks.
You use AI tools (ChatGPT, Copilot, Claude, etc.) as a genuine productivity multiplier, not just occasionally.
You can speak to specific ways you’ve applied AI in past roles: accelerating data mapping, generating transformation scripts, drafting client documentation, or debugging integrations faster.
Bonus: experience using AI to support customer data migrations—cleaning messy source data, generating field mapping suggestions, or automating repetitive validation steps.
Curiosity about how AI can improve implementation workflows—and a track record of actually trying things.
Communicates complex technical topics clearly to non-technical stakeholders.
Manages multiple concurrent client projects without dropping detail.
Escalates early and with context—not a problem-holder.
Self-directed on ambiguous problems with a bias toward resolution.
Prior experience with ad tech, media, or publishing ERP platforms.
Exposure to SaaS implementation methodology (project scoping, SOWs, change management).
Experience working in a lean, fast-moving team environment.
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