Solutions Engineer

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

📋 Description

• Deliver technical expertise during pre-sales efforts, including product demonstrations and presentations to clients.

• Collaborate with customers, sales teams, product managers, architects, engineers, and implementation teams to determine technical requirements and develop solution designs for professional services statements of work.

• Document the agreed scope, technical requirements, and development timelines, ensuring clear communication with stakeholders.

• Partner with the professional services team to ensure project delivery is timely, budget-conscious, and meets customer expectations.

• Foster and maintain client relationships as a trusted advisor and technical consultant.

• Plan and design phased integrations with banking systems, ensuring compatibility with existing client infrastructures.

• Keep abreast of industry trends and emerging technologies in online banking, CCaaS, and UCaaS.

• Provide technical training and support to both customers and internal teams.

• Assess the effectiveness of solutions and identify areas for improvement.

⛳️ Requirements

• At least eight years of experience in a Solutions Engineer role.

• Experience in the financial industry or with Credit Unions is advantageous.

• Strong technical skills to thoroughly explore and demonstrate complex B2B SaaS platforms.

• A Bachelor's degree in Computer Science, Engineering, or a related field.

• Proven track record as a Customer-Facing Solution Engineer or in a similar capacity.

• Comprehensive knowledge of the credit union software market and banking systems.

• Extensive understanding of leading CCaaS and UCaaS technologies that cater to community financial services.

• Profound knowledge of contact center solution offerings and their associated systems.

• Exceptional analytical and problem-solving abilities.

• Outstanding communication and interpersonal skills.

• Ability to work collaboratively in a team environment and develop strong relationships with customers and stakeholders.

• Familiarity with project management methodologies.

• Willingness to travel as necessary.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance plans.

• Opportunities for professional development and career advancement.

• Flexible work environment with potential remote work options.

• Generous paid time off and holiday policies.