Professional Services Engineer
1 day ago
The
Professional Services Engineer (PSE)
plays a key role in implementing and extending SaaS solutions —
RIVO
and
DOKA-SaaS
— to deliver value-added services and seamless customer experiences.
This role combines technical expertise, analytical thinking, and business understanding to bridge the gap between customer requirements and product capabilities — ensuring smooth integrations, effective data migrations, and optimal use of the platform's built-in extensibility.
The PSE collaborates closely with
Customer Success Managers (CSMs)
and
Business Analysts (BAs)
to translate business needs into practical, secure, and scalable technical implementations.
Responsibilities
- Deliver value-added services and technical implementations for RIVO and DOKA-SaaS customers.
- Design and implement system integrations using
solution
approved APIs and data utilities. - Support data migration from legacy systems or other applications into
solution
SaaS environments. - Conduct technical workshops with customers and internal teams to define, map, and configure solutions.
- Ensure that all delivered solutions adhere to
solution
SaaS architecture, compliance, and security standards. - Document configuration, mappings, and integration design for internal knowledge and future reuse.
What will they do?
- Integrate:
Connect RIVO and DOKA-SaaS with customer systems through
solution
available APIs. - Migrate:
Upload and transform customer data using official migration and upload tools. - Design:
Build and maintain mapping logic, configuration rules, and workflow connectors. - Collaborate:
Work hand-in-hand with CSMs and BAs to align technical implementation with business goals. - Advise:
Guide customers on technical best practices, system usage, and data preparation for smooth onboarding.
How will they do it?
- Using built-in SaaS tools and frameworks:
- solutions
REST APIs and utilities - Data upload/migration frameworks available in RIVO and DOKA-SaaS
- Workflow and integration managers (e.g., Zapier, Drools, BPM engines)
- Within SaaS boundaries:
- No access to backend code or database
- No deployment or infrastructure responsibilities
- Configuration and mapping through approved product interfaces
What will they not do?
- Code or customize real application logic within RIVO or DOKA-SaaS.
- Compile, deploy, or manage server infrastructure.
- Directly access production or staging databases.
- Handle on-premise or private-cloud installations — this role is
SaaS-only
.
Ideal Profile
- Experience:
3–6 years in Professional Services, Technical Consulting, or SaaS Implementation roles. - Technical Skills:
- Experience integrating systems via APIs (REST, JSON, XML).
- Familiarity with data transformation, migration, and mapping logic.
- Strong understanding of SaaS environments and integration platforms.
- Soft Skills:
- Analytical, precise, and detail-oriented.
- Comfortable working directly with customers and explaining technical concepts.
- Collaborative mindset — thrives in partnership with CSMs and BAs.
- Bonus:
Experience in trade finance, banking integrations, or fintech systems.
Success in this Role Means
- Delivering seamless integrations and migrations that empower customers to use RIVO and DOKA-SaaS efficiently.
- Enabling CSMs to drive adoption and value by removing technical barriers.
- Ensuring each implementation is delivered within the SaaS framework — secure, scalable, and compliant.
- Being recognized by customers as a trusted technical partner who makes the system "just work."
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