Solution Engineer

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Inc.

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[Location]

At SA Technologies Inc., we believe in turning career
aspirations into reality. As an NSE Listed company ,
recognized as a CMMI Level 5 organization , a Great Place
to Work Certified company , and one of the Best Places for
Women , we are committed to creating a workplace that is
inclusive, excellent, and supportive

Job
Description:

Solution Engineer – Global e-Invoicing
Consultation Projects | API & SFTP Integrations | Integrations – Client Delivery
About the Role
We are looking for a Solution Engineer to own end-to-end delivery of consultation projects for our global e-invoicing platform. In
this role, you will guide enterprise customers through integrating their ERP and billing systems with ClearTax via API and SFTP,
and take them from kick-off to a successful, compliant go-live across mandates such as KSA, UAE, France, Belgium, Germany, and
other geographies. You will be the customer’s trusted technical advisor and the single point of accountability for project delivery,
working closely with Customer Success, Sales, Product, and Engineering teams.
Key Responsibilities
1. Project Kick-off
• Work with the CSM and Delivery Owner to plan and prepare the external kick-off; create the kick-off deck with an indicative
project plan and integration approach (API / SFTP).
• Lead the kick-off meeting from the front — align the customer on scope, integration architecture, roles, milestones, and
timelines.
• Publish the meeting minutes and updated deck (client contacts, agreed plan) to all participants and internal stakeholders.
• Baseline the project: capture kick-off date, estimated milestone dates, and project stage in internal systems, and set up the
client-specific documentation folder.
2. Project Execution (Planning & Implementation)
• Share comprehensive API/SFTP documentation — field specifications, payload structures, authentication, and endpoints —
and conduct walkthrough sessions on API usage and integration scenarios.
• Assist in integration design decisions (synchronous vs. asynchronous flows, callback setup, SFTP file formats and schedules)
and support mapping of ERP fields to the ClearTax API format, in line with country-specific compliance requirements.
• Advise on best practices for API consumption, error handling, and retry logic; review customer-prepared payloads and
provide feedback.
• Review and finalize the Requirement Document with the customer, ensuring clearly defined acceptance criteria and
readiness of test data for UAT.
• Obtain customer sign-off on the Requirement Document and Project Plan, and keep signed artifacts in the project
repository.
• Assess technical feasibility of any scope changes; route commercial changes through CSM/KAM/Sales for approval; remain
available for technical consultation throughout the integration build.
• Verify that all acceptance criteria and use cases are covered in the deliverable before handing over for UAT, and formally
request UAT sign-off along with an issue tracker.
3. User Acceptance Testing (UAT)
• Drive end-to-end SIT/UAT in the customer’s sandbox/quality environment and the ClearTax sandbox, validating incoming
and outgoing documents across the full flow from ERP to the ClearTax portal.
• Review test results, triage and resolve UAT issues — coordinate bug fixes with the customer, SI, or in-house development
team until acceptance criteria are met.
• Validate that data transmitted from the ERP is accurately reflected in the correct reports and sections of the ClearTax portal.
• Secure UAT and go-live sign-offs from the customer, complete the cutover checklist, and move the customer to production
on both ERP and ClearTax.
4. Post Go-Live
• Provide hypercare during the post-go-live support period — monitor early production runs and resolve issues where
production behaves differently from sandbox.
• Coordinate production bug fixes with the customer and development teams, remain available for technical consultation,
and confirm stable, compliant invoice reporting/clearance.
• Complete project closure: final documentation, internal handover to Support/CSM, and closure updates in internal systems.
Across All Phases
• Own project governance — keep project stage, status, timelines, and issue ownership up to date in Salesforce, with at least
weekly progress updates.
• Maintain complete project documentation in the client-specific Google Drive folder and share progress reports with
stakeholders on demand.
• Proactively escalate to CSM/KAM/Sales and the Delivery Owner when customer-side activities are pending or the customer
is unresponsive.
What We Look For
• 2–6 years in solution engineering, technical consulting, or integration delivery for SaaS/enterprise software.
• Hands-on understanding of REST APIs, SFTP-based integrations, JSON/XML, and authentication mechanisms; comfort
reading logs and debugging integration issues.
• Exposure to ERP ecosystems (SAP, Oracle, Microsoft Dynamics 365, or similar) and how billing/invoice data flows out of
them.
• Familiarity with e-invoicing or tax-technology mandates (e.g., ZATCA/KSA, UAE, France, PEPPOL) is a strong plus.
• Strong project management discipline — multi-stakeholder coordination, timeline ownership, crisp documentation, and
structured escalation.
• Excellent communication skills; able to lead customer-facing meetings and translate between business and technical

Why SA Technologies Inc.?

Empowering Work Environment: A Great Place to Work,
especially celebrated as one of the Best Places for Women.

Excellence and Quality: A CMMI Level 5
Company, ensuring operational and service excellence.

Globally Acclaimed: A Microsoft Gold
Partner and Google Partner, with over 20 years of global IT
consulting and Development solutions delivery.

Have queries? We’re here to assist you! Chat live with our recruiter or connect with the job owner directly:

Email: {Recruiter's email ID}

Contact Number: {Recruiter's
contact number}

Embark on a rewarding journey together with us! At
SA Technologies Inc., your journey begins with a friendly
technical assessment, providing a stage to highlight your unique
skills.