Solutions Engineer

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

📋 Description

• Lead technical discovery sessions with potential clients and customers.

• Provide customized product demonstrations and technical walkthroughs.

• Design and articulate solution architectures, data flows, and integration strategies across enterprise systems.

• Assess technical feasibility, data readiness, access requirements, and security or networking constraints.

• Develop lightweight prototypes, sample analyses, scripts, or proofs of concept.

• Collaborate with Sales to evaluate technical compatibility, define solutions, address technical inquiries, and establish expectations.

• Assist in architecture reviews, security and IT due diligence, and implementation planning.

• Manage transitions to Customer Success, implementation teams, and Engineering.

• Relay customer feedback and recurring needs to Product and Engineering teams.

• Create and enhance reusable demo materials, reference architectures, technical documentation, and playbooks.

• Work in partnership with Sales, Customer Success, Product, Engineering, and client teams.

• Prepare demonstrations, lead discovery sessions, develop proofs of concept, document risks and next steps, and provide product feedback.

⛳️ Requirements

• Proven experience in Solutions Engineering, Sales Engineering, technical consulting, implementation, or a similar customer-facing technical role.

• Strong technical foundation with the ability to analyze APIs, integrations, data flows, and enterprise software ecosystems.

• Proficiency in managing data-intensive workflows and assessing data quality, mapping, and integration needs.

• Familiarity with SQL or scripting is advantageous.

• Capability to evaluate technical feasibility and articulate architecture, security, and implementation trade-offs without making unrealistic promises.

• Skilled in developing clear, focused demonstrations or lightweight proofs of concept.

• Exceptional written and verbal communication skills for both technical and non-technical audiences.

• Strong discovery abilities and the capacity to translate ambiguous requirements into actionable solution plans.

• Possess product insight and judgment to differentiate between account-specific requests and broader needs.

• High level of ownership, effective follow-through, and comfort in managing multiple evaluations and stakeholders.

• Empathy towards customer workflows and the ability to build trust through transparent, accurate communication.

• Experience in supporting enterprise SaaS evaluations or complex, multi-stakeholder sales processes.

• Knowledge of accounting, tax, finance, fintech, or research and development workflows.

• Familiarity with data integrations, ETL/ELT processes, SQL-heavy systems, or common enterprise platforms.

• Understanding of AI/ML products, including their capabilities, limitations, and data requirements.

• Experience navigating enterprise security, privacy, compliance, or networking reviews, including SOC 2 environments or private-network specifications.

• Ability to align with the San Francisco, CA headquarters time zone.

🏝️ Benefits

• Stock Option Plan (5–10 bps of equity).

• Comprehensive Health Care Plans (Medical, Dental, Vision, Short-term Disability).

• 90% coverage for individual and family members.

• Health & Wellness subsidy.

• Retirement Plan (401k).

• Paid Time Off (Vacation, Sick & Public Holidays).

• Family Leave (Maternity, Paternity).

• Work From Home (100% remote team).

• Occasional travel may be required for key customer engagements.