Customer Engineer – Pre-Sales

This is a fully remote position, open to applicants in United States, +1 more country.

📋 Description

• Assist insurance carriers and MGUs in unlocking the full potential of the Federato platform.

• Collaborate with Sales to drive technical discovery, solution design, and the delivery of demonstrations.

• Co-develop systems, tools, and content for the initial Customer Engineering phase.

• Manage technical sales engagements from the discovery phase to closing.

• Provide customized, impactful demos that focus on achieving business outcomes.

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

• Lead the completion of RFPs and security questionnaires in coordination with Product and Security teams.

• Establish and maintain reusable demo environments tailored for target customer segments.

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

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

• Define and refine the pre-sales lifecycle, which includes discovery, solutioning, and handoffs.

• Develop playbooks for discovery, configuration scopes, success criteria templates, demo setup guides, and walkthroughs.

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

• Identify recurring objections and product gaps, providing clarity and context.

• Supply post-sale context to the Implementation and Customer Success teams.

⛳️ Requirements

• 6–10+ years of experience in technical presales or solutions engineering.

• Practical experience in demonstrations, architecture design, and supporting enterprise sales.

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

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

• Capability to convey technical value to both executives and practitioners.

• Proficiency in coding with Javascript and SQL.

• Familiarity with AI tools such as Gemini and Claude for system building and configuration.

• Experience in high-growth, early-stage startup environments.

• Preferred: Degree in Computer Science, Software Engineering, Information Systems, or a related field.

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

🏝️ Benefits

• Stock options.

• Comprehensive benefits package.

• Additional perks.

• Travel opportunities up to 30%.