Sales Engineer

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

📋 Description

• Collaborate with the Account Executive on discovery calls to identify integration requirements.

• Take ownership of integration discovery, focusing on CRM/system of record, lead sources and attribution, scheduling workflows, call center systems, data synchronization, webhooks, API access, automation, reporting, and edge cases.

• Conduct technically complex demonstrations that involve third-party integrations.

• Assess CRM, lead sources, API capabilities and limitations, and overall integration complexity for late-stage deals.

• Provide a written complexity tier following qualification.

• Create the Technical Scope document that serves as the onboarding blueprint.

• Offer guidance to the Account Executive regarding technical risks, feasibility, and pricing implications.

• Transition the Technical Scope to onboarding via a live walkthrough.

• Collaborate with the Forward Deployed Engineer and Account Manager to onboard technically complex accounts within approximately 4–8 weeks.

• Act as the primary technical owner throughout the go-live phase.

• Engage in post-launch technical health assessments.

• Maintain a QA checklist for data synchronization accuracy, integration error monitoring, and scope drift.

• Keep updated on product enhancements, integrations, and changes in capabilities.

• Develop and sustain the integration discovery question set for the sales team.

• Partner with Operations to track integration error rates, onboarding cycle times, and scope accuracy.

• Relay customer-environment insights back to Product and Engineering.

• Communicate trade-offs and send milestone status updates along with recommended next steps.

⛳️ Requirements

• Must reside within the United States.

• Experience in evaluating APIs and reviewing technical documentation.

• Ability to assess integration feasibility and effort.

• Familiarity with CRM and system-of-record integrations.

• Understanding of lead source and attribution systems.

• Knowledge of scheduling workflows and call center systems.

• Familiarity with data synchronizations, webhooks, and API access.

• Understanding of automation requirements and reporting needs.

• Capability to scope CRM, lead source, API capabilities and limitations, and integration complexity.

• Proficiency in producing technical scope documents and complexity tiers.

• SQL skills adequate for extracting data on deal complexity, onboarding performance, and integration health.

• Ability to clearly articulate technical trade-offs to Sales, customers, Product, and Engineering.

• Capability to identify and flag technical risks.

• Must be legally authorized to work in the U.S. (application requirement).

• This role may require employment visa sponsorship, which will be evaluated during the application process.

🏝️ Benefits

• Comprehensive medical, vision, and dental coverage effective from the first day.

• Access to mental health support and services through Modern Health.

• 15 days of paid time off, increasing after 2+ years of tenure.

• 12 paid holidays plus one floating holiday.

• Up to 14 weeks of parental leave.

• Monthly wellness subsidy.

• 401(k) retirement savings plan.

• Employee stock purchase plan.

• Reimbursement for professional development.

• Fully remote work available across all locations in the U.S.

• Full ownership of projects from day one.

• A collaborative team and dynamic work environment.