Customer Engineer – Pre-Sales

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage technical sales processes from initial discovery to final closure.

• Present customized, impactful demonstrations that emphasize business results.

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

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

• Create and sustain reusable demo environments that represent target customer segments.

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

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

• Co-develop and continuously enhance the pre-sales process (discovery, solutioning, handoffs, etc.).

• Contribute to collective 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 the roadmap aligns with customer challenges.

• Identify and communicate recurring objections and product deficiencies with clarity and context.

• Provide post-sale insights to Implementation and Customer Success teams.

⛳️ Requirements

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

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

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

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

• Ability to articulate technical value to both executives and practitioners.

• Proficiency in Javascript and SQL.

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

🏝️ Benefits

• We are committed to being an equal-opportunity employer and value diversity within our organization.

• We do not engage in discrimination based on race, religion, color, national origin, sex, gender expression, sexual orientation, age, marital status, veteran status, or disability status.

• We will provide reasonable accommodations for individuals with disabilities to participate in the job application or interview process, to perform essential job functions, and to receive other employment benefits and privileges.