• Respond to all new inbound leads within 5 minutes using HubSpot • Make initial connection calls using Aircall and a provided script • Follow up consistently with uncontacted leads through calls and text messaging • Schedule 15-minute discovery calls directly on licensed agents’ calendars • Confirm appointment details including date, time, time zone, and contact information • Prepare prospects for their appointment and provide a warm handoff to the agent • Accurately document all calls, outcomes, and notes in HubSpot • Update Slack with lead outcomes and collaborate with agents as needed

The Epic Senior Systems Analyst provides analytical support above and beyond the role of Epic System Analyst and performance is consistently superior in all aspects of the job. Takes the initiative to identify solutions to problems within and outside of own applications. This includes facilitation of multiple workflow enhancements and projects to support end-user workflows across the health system. Identify opportunities for improvement and recommend enterprise level solutions while fostering collaboration between various parties. The Epic Senior Systems Analyst works to mentor less experienced analysts across the department. Facilitate project meetings and presentations to diverse audiences including project team through senior leadership. Lead/participate in multiple projects by completing and updating project documentation; managing project scope; adjusting schedules when necessary; determining daily priorities; ensuring efficient and on-time delivery of project tasks and milestones; follow proper escalation paths. Collaborate on decisions that refine and improve known practices or develop new approaches (researching and assessing new technologies or functionalities). Maintain project documentation including meeting minutes and issue lists. Manage end-user relationships and expectations by developing documentation and communication processes to keep others up to date on project results. Follow up on all issues for timely resolution before they become a threat to the project schedule. Stay current with end-user needs and strategies. Communicate effectively with project stakeholders. Utilize formal and informal written communication methods to communicate updates and findings. Serve as a resource for other application team members on technical and functional application analysis, defining system requirements, and developing logical data models using best practices for build, configuration, maintenance, and data integrity. Ability to foresee/anticipate problems. Experience and skills to take full ownership of a significant issue/assignment. Participate in training and work with end users. Identify appropriate parties/teams needed for the scope of the project. Perform planning and estimation for specific tasks within the project scope. Relate tasks and projects to the big picture. Develop and execute action plans within the project scope. Identify improvement opportunities and ways to increase adoption and end-user satisfaction. Serve as a liaison for technical requirements and support. Support and align efforts to meet end users’ needs.

About Us We are a venture-backed AI startup on a mission to revolutionize financial and document intelligence. Our API-first platform automates complex workflows—from document annotation and data extraction to invoice straight-through-processing—for leaders in fintech, insurtech, and supply chain logistics. Backed by the Nasdaq Entrepreneurial Center and Village Global (a network fund supported by Jeff Bezos and Bill Gates), we have processed over $23 billion in transaction value to date. We are profitable, experiencing rapid growth, and looking for a Sales Engineer to bridge the gap between our cutting-edge technology and our customers' biggest challenges. The Opportunity We are looking for a technically savvy, customer-obsessed Sales Engineer to partner with our sales team as the product expert. You won’t just be selling software; you will be architecting solutions. You will serve as the trusted technical advisor throughout the sales cycle, translating complex API capabilities into business value for prospects ranging from high-growth startups to established enterprises. What You’ll Do - Own the Technical Sale: Partner with Account Executives to deliver compelling product demonstrations, technical discovery sessions, and proof-of-concept (POC) engagements. - Bridge the Gap: Translate customer business requirements (in payments, banking, logistics, or supply chain) into technical solutions using our document AI and invoicing APIs. - Drive Revenue: Support the closure of new business by effectively addressing technical objections, scoping integrations, and showcasing the ROI of our platform. - Be the Voice of the Customer: Gather feedback from the field to inform product strategy and roadmap development. - Empower Partners: Create technical documentation, sample code, and best-practice guides to ensure customer success post-sale. Who You Are You are a hybrid—part coder, part storyteller, and part business strategist. You enjoy getting into the weeds of API documentation just as much as you enjoy presenting a solution to a CTO. - 5+ Years of Relevant Experience: You have a strong background in a technical pre-sales, solutions engineering, or implementation role, ideally within fintech, payments, or B2B SaaS. - Technical Fluency: You are comfortable with RESTful APIs, JSON, and webhooks. You can write basic scripts (Python, JavaScript, or similar) to validate integrations and build quick POCs. Experience with OCR, data annotation, or document processing is a major plus. - Domain Expertise: You understand the language of Accounts Payable (AP), Accounts Receivable (AR), supply chain, or financial services. You know what "straight-through-processing" means and why it matters. - Consultative Mindset: You listen more than you talk. You excel at diagnosing a prospect's pain points and architecting a solution that fits their specific workflow. - Relentless & Resourceful: You thrive in a fast-paced startup environment. You are proactive, comfortable with ambiguity, and driven to solve hard problems. What We Offer - High Impact: Join a profitable, well-capitalized startup where your work directly influences revenue and product direction. - World-Class Backing: Work with a team of serial entrepreneurs backed by legendary Silicon Valley investors. - Equity Stake: Significant equity compensation—you are building an asset, not just trading time for money. - Remote Culture: Work from where you are most productive, with a collaborative, remote-first team.

• Become an Omni expert and deeply understand our competitor landscape. • Drive top of funnel for and with our account executive team. • Accelerate conversion of warm and inactive prospects. • Craft thoughtful copy that articulates the unique value Omni creates. • Constantly innovate and push the envelope.