Technical Consultant, D365

About the role

Technical Consultants are responsible for establishing partnerships with Ramp customers, acting as a liaison between customers and Ramp’s internal technical teams. They provide technical and financial expertise, design solutions, and collaborate with various teams to ensure successful implementations and customer growth.

Responsibilities

• Serve as the primary Technical Consultant for Enterprise and Strategic Enterprise accounts running Microsoft Dynamics 365, supporting complex, high-impact customers with multi-entity, multi-ERP, and global financial environments.
• Act as a technical advisor to customers and Ramp's internal teams while supporting high-value implementations and expansion opportunities by guiding D365 integration, configuration, and system design.
• Partner with Customer Activation and Account Management teams to assess customer requirements and propose scalable solutions involving D365 Finance & Operations, HRIS, and API integrations.
• Collaborate with onboarding specialists and implementation leads to support technical workstreams, ensuring faster time-to-value and customer success.
• Work with customers to problem-solve technical hurdles and propose effective product implementations with a deep understanding of D365 integration and configuration options.
• Define the customer's financial & technical success criteria from onboarding through activation and expansion.
• Represent Product, Design, and Engineering externally and operate with deep conviction and understanding of Ramp's technical capabilities.

Requirements

• Bachelor's degree in computer science, engineering, finance, business, or a related field.
• 4+ years in technical consulting, solutions engineering, implementation, or a similar customer-facing technical role, ideally in a SaaS or fintech environment.
• 3+ years of hands-on experience working with Microsoft Dynamics 365 (Finance & Operations and/or Business Central), including integration patterns and enterprise deployment models.
• Deep familiarity with D365 finance and accounting workflows, including General Ledger, Accounts Payable, financial dimensions, and legal entity structures.
• Comfort working with APIs, integration logic, and system architecture and being able to explain those concepts to finance and operations stakeholders.
• Partner closely with Product, Engineering, and Design on enterprise-driven gaps, influencing roadmap decisions that unlock scale across Ramp's largest customers.
• Advise on non-standard D365 implementations and edge cases, balancing customer needs with long-term platform scalability and supportability.
• Strong communication skills: able to translate complex technical solutions into business value and guide customers toward scalable approaches.
• Collaborative mindset and ability to work cross-functionally with Sales, Customer Success, Product, and Engineering.
• Exceptional organization and problem-solving skills, with a bias toward action and a high level of ownership.
• Thrives in ambiguity and fast-paced environments; adaptable and resourceful as we scale Ramp's upmarket motion.

Qualifications

• Deep knowledge of Microsoft Dynamics 365, particularly in Finance & Operations and HRIS.
• Experience with integrating D365 with other systems and APIs.
• Understanding of financial dimensions, legal entity structures, and general ledger principles.
• Ability to troubleshoot and resolve complex integration issues.
• Strong analytical and problem-solving skills.

Skills

• Technical consulting and solutions engineering experience.
• Hands-on experience with Microsoft Dynamics 365.
• API integration and system architecture knowledge.
• Financial and accounting expertise.
• Excellent communication and collaboration skills.

Benefits

• Full-time Ramp Employees (Global)
• Flexible PTO
• Unlimited AI token usage
• Centralized home-office equipment ordering
• Health and wellness stipend
• Budget for intra-office travel
• Weekly coffee stipend
• United States: 100% medical, dental & vision insurance coverage for you, with partial coverage for dependents
• One Medical annual membership
• Fertility HRA (up to $10,000 per year)
• Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay
• Pet insurance
• In-office perks: lunch, snacks, drinks, and more
• Relocation support to NYC or SF (as needed)
• Canada: Group medical, dental, and vision coverage through Sun Life
• Life, AD&D, and disability coverage
• Fertility drug coverage (up to $4,000 lifetime)
• Group Retirement Plan with employer match (RRSP + DPSP)
• Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay, with additional time available at reduced pay