Customer Engineer – Pre-Sales

This is a fully remote position, open to applicants in North America.

📋 Description

• Take ownership of technical sales engagements from initial discovery to final close.

• Provide customized, high-impact demonstrations that emphasize business outcomes.

• Convert customer workflows into Federato configurations, including quoting, rating, endorsements, and portfolio optimization.

• Drive the completion of RFPs and security questionnaires in collaboration with the Product and Security teams.

• Create and maintain reusable demo environments that reflect the needs of target customer segments.

• Develop onboarding materials, configuration libraries, and sample rating logic.

• Collaborate with the Manager of Pre-Sales and Product Marketing to enhance messaging frameworks and technical materials.

• Co-define and continuously enhance the pre-sales lifecycle, including discovery, solutioning, and handoffs.

• Contribute to shared team resources such as:

• Discovery playbooks

• Configuration scopes and success criteria templates

• Demo setup guides and walkthroughs

• Work with Product and Engineering teams to ensure alignment of the roadmap with customer pain points.

• Identify recurring objections and product gaps with clarity and context.

• Provide context after sales to the Implementation and Customer Success teams.

⛳️ Requirements

• 6–10+ years of experience in technical pre-sales, solutions engineering, or technical consulting.

• Practical experience in conducting demos, designing architectures, and supporting enterprise sales.

• Strong knowledge of the insurance domain or a willingness to learn quickly.

• Familiarity with policy lifecycle management, rating, quoting, and underwriting systems.

• Ability to effectively communicate technical value to both executives and practitioners.

• Proficiency in coding with Javascript and SQL.

• Willingness to travel up to 30% of the time.

🏝️ Benefits

• Stock options

• Benefits and additional perks