
51 - 200 employees
Founded 2000
☁️ SaaS
💳 Fintech
🤝 B2B
💰 Venture Round - onPhase on 2024-02
SaaS • Fintech • B2B
onPhase is an AI-powered finance and operations platform that automates accounts payable (AP) and supplier payments, manages documents, and supports business process/workflow automation. The platform offers AP automation with 2-/3-/4-way matching, payments automation (ACH, check, virtual card), document management (secure, access-controlled storage for contracts, W-9s, receipts), and a no-code form/workflow builder. onPhase integrates with major ERPs (NetSuite, Microsoft Dynamics, SAP, Acumatica, CDK, Procede) and serves industries including dealerships, healthcare (HIPAA-compliant), manufacturing, retail, and financial services. It processes more than 10 million invoices and $4 billion in payments annually and positions itself as a B2B SaaS solution focused on finance automation and payments.
🔥 4 minutes ago
Where this job comes from
Posted on onPhase's careers page, not through a job board
First seen by Remote Rocketship 4 minutes ago
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51 - 200 employees
Founded 2000
☁️ SaaS
💳 Fintech
🤝 B2B
💰 Venture Round - onPhase on 2024-02
SaaS • Fintech • B2B
onPhase is an AI-powered finance and operations platform that automates accounts payable (AP) and supplier payments, manages documents, and supports business process/workflow automation. The platform offers AP automation with 2-/3-/4-way matching, payments automation (ACH, check, virtual card), document management (secure, access-controlled storage for contracts, W-9s, receipts), and a no-code form/workflow builder. onPhase integrates with major ERPs (NetSuite, Microsoft Dynamics, SAP, Acumatica, CDK, Procede) and serves industries including dealerships, healthcare (HIPAA-compliant), manufacturing, retail, and financial services. It processes more than 10 million invoices and $4 billion in payments annually and positions itself as a B2B SaaS solution focused on finance automation and payments.
• Collaborate with Account Executives and Account Managers to understand customer challenges, align solution strategies, address technical questions, and deliver presentations supporting deal progression • Translate operational requirements into tailored demonstrations and solution approaches • Apply knowledge of Accounts Payable, invoice processing, approval workflows, vendor management, payment processes, and enterprise operations • Evaluate integration requirements, data flows, document capture, and workflow configurations • Collaborate with internal teams to validate solution feasibility • Support webinars, product presentations, trade shows, industry events, and other marketing activities • Work across Sales, Marketing, Customer Success, Product, and Engineering to communicate customer needs and share market insights • Improve solution positioning and the overall customer experience
• 1–3 years of experience in Solutions Engineering, Sales Engineering, Solutions Consulting, implementation, or a related role in enterprise software or a similar industry • Working knowledge of accounting and finance operations, particularly Accounts Payable, invoice processing, approval workflows, vendor management, or payment processes • Strong presentation, communication, and problem-solving skills • Ability to translate complex requirements into clear business value • Ability to collaborate effectively with Sales and cross-functional teams to develop solution strategies and support customer-facing engagements • Technical aptitude and understanding of software integrations, business workflows, and enterprise application environments • Ability to travel up to 25% • Familiarity with document capture technologies, intelligent data extraction, and invoice automation • Understanding of the vendor payment landscape, including payment methods, provider ecosystems, reconciliation, and common operational challenges • Experience with ERPs such as NetSuite, Sage, SAP, accounting systems, or Dealer Management Systems (DMS) • Background in accounting, finance operations, Accounts Payable, enterprise software implementation, or business process automation • Experience hosting webinars, presenting at industry events, or supporting sales and marketing initiatives
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