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

• Enhance new client acquisition by delivering targeted demonstrations and pre-sale assistance.

• Boost implementation success rates and minimize time to initial value through organized onboarding processes.

• Foster client confidence via effective training, enhancing filing readiness and overall satisfaction.

• Detect and communicate early risks or enablement gaps to the Account Management team.

• Decrease escalations by guiding clients proactively through setup, training, and usage milestones.

• Offer valuable feedback to Sales, Product, and Account Management to refine the onboarding experience.

• Conduct demonstrations tailored to the specific tax workflows, entity structures, and seasonal needs of clients.

• Assist Sales in managing objections and responding to RFPs with workflow-based consultations.

• Lead initial product webinars and educational sessions for prospective clients.

• Develop, implement, and modify onboarding playbooks in collaboration with implementation and support teams to meet unique client requirements.

• Educate clients on system setup, filing workflows, and best practices for navigating complex tax environments.

• Steer firms through critical deadlines, ensuring their confidence and familiarity with the platform.

• Provide structured support to facilitate a smooth launch and ensure early client success.

• Engage with high-risk or stalled accounts to offer new insights and resolve obstacles.

• Collaborate with Account Managers to identify risks and suggest actionable next steps.

• Deliver targeted and proactive support during peak deadline periods and escalations.

• Oversee the transition process between Sales and Account Managers after contract signing.

• Share insights with Product and Marketing teams based on real-world client interactions.

• Maintain demo and training materials to reflect the latest feature updates.

• 5–8+ years of experience in tax technology, implementation, or solution consulting within a SaaS environment.

• Strong understanding of tax workflows, multi-entity structures, and client expectations regarding deadlines.

• Significant experience in live demo settings and delivering impactful client training.

• Excellent communication skills, especially in teaching and simplifying complex systems.

• Proven experience in supporting onboarding processes, managing escalations, and assisting clients through transitions.

• Familiarity with CRM and project management tools such as HubSpot, Asana, or comparable platforms.

• Outstanding attention to detail, accompanied by an empathetic and proactive approach to ensuring client success.

• Unlimited Vacation Policy + Sick Time + Holidays

• Paid Parental Leave

• Fully Remote Opportunity

• Healthcare Benefits and 401(K)

• Growing Startup Culture

Solutions Engineer

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