11 hours ago
San Francisco, CA, USA or New York, NY, USASenior
Responsibilities
- Map customer accounts receivable workflows, systems, data, business rules, and exceptions to identify opportunities for agent automation.
- Define integrations with ERPs, accounting platforms, payment providers, inboxes, files, and APIs, including agent permissions, approval rules, and human handoffs.
- Build proofs of concept using representative customer workflows and data, establish success criteria, and connect results to business value.
- Qualify opportunities with GTM, lead technical conversations, and resolve technical blockers early.
- Translate discovery into requirements, integration plans, acceptance criteria, and ownership plans, and work with Engineering and CX through launch and handoff.
- Bring recurring customer needs to Product and Engineering with concrete examples, business impact, and proposed solutions.
- Create reusable POC environments, agent workflow designs, integration guides, and implementation playbooks.
Requirements
- Experience in solutions architecture, solutions consulting, solutions engineering, or enterprise software implementation with ownership of complex customer engagements.
- Ability to work confidently with finance leaders, operators, IT teams, and engineering teams.
- Ability to translate enterprise workflows into practical solution designs, proofs of concept, and implementation plans.
- Working knowledge of APIs, data flows, authentication, permissions, and integrations, including the ability to read documentation and investigate data issues.
- Strong written and verbal communication skills for explaining requirements, tradeoffs, decisions, and next steps.
- Commercial judgment and the ability to connect product capabilities to business value while setting realistic expectations.
- High agency, strong follow-through, and the ability to resolve ambiguity and keep work moving.
- Daily use of AI tools and ability to automate work.
- Preferred: experience with AR, accounting, billing, payments, or ERP systems.
- Preferred: experience deploying AI workflows, including defining evaluations, human review, exception handling, and success criteria.
- Preferred: familiarity with SQL, data modeling, or lightweight scripting.
- Preferred: experience at an early-stage company helping define customer sales, onboarding, or support processes.
Benefits
- Competitive salary and meaningful equity.
- Medical, dental, and vision coverage.
- Flexible paid time off.
- Dinner stipend.
- Beautiful office in Flatiron, New York.
Tech Stack
Categories
Solutions Engineering
About Monk
Monk builds an AI-native accounts receivable platform for B2B finance teams, automating collections, cash application, and forecasting. It sells its software to CFOs, controllers, and finance ops leaders at SaaS and mid-market companies, using AI agents to run email follow-ups and manage replies to speed payment. Founded in 2024 and headquartered in New York, the privately held company reports managing over $1B in receivables for customers.