Sales Engineer

What You’ll Do Act as a technical advisor for customers during onboarding, ensuring smooth integration of data from systems like QuickBooks, Excel, and other financial platforms. Translate customer workflows and pain points into actionable solutions, collaborating with the product and engineering teams to prioritize impactful features. Develop a deep understanding of accounting and fintech workflows , providing insights to shape HeronAI’s platform capabilities. Partner with the sales team to support pre-sales activities , including demos, technical assessments, and customer Q&A. Troubleshoot customer issues, delivering proactive solutions that drive satisfaction and retention. Help customers create and optimize dashboards, reports, and ETL workflows to meet their specific needs. Document best practices and technical solutions to streamline future onboarding and support processes. Serve as the voice of the customer , advocating for features and updates that align with market demands. What Makes This Role Exciting As one of our first hires, you’ll have the freedom to define how we build solutions. Choose the methodologies and tools that best meet our customers’ needs. Work on a high-growth platform backed by MIT, Harvard, Techstars, and Forbes-recognized innovation . Join us at an exciting time—we’ve grown our waitlist from 250 to 1,700 users in 10 months and recently secured $1.5M in seed funding. Solve critical gaps in the data analytics market and automate workflows for industries facing major workforce transformations . Who You Are A professional with 5+ years of experience in a solutions engineering, customer success, or similar role within the accounting, fintech, or SaaS industries. Strong knowledge of financial workflows , including reporting, dashboarding, and data integration using tools like QuickBooks, Excel, or similar platforms. Experience troubleshooting technical issues and working closely with engineering teams to resolve them. Exceptional communication skills , with the ability to translate technical concepts for non-technical audiences. Passionate about understanding customer workflows and identifying solutions to simplify them. Skilled in data tools and visualization platforms , with an understanding of ETL processes. Experienced in supporting pre-sales efforts, including technical Q&A, demos, and solutioning. Exceptional Candidates Will Bring Experience working on analytics platforms or data-heavy tools tailored for financial use cases. Familiarity with accounting principles and the challenges faced by SMBs, CPAs, or financial analysts. A history of improving customer satisfaction and streamlining onboarding for SaaS platforms. Knowledge of regulatory requirements (e.g., SOC 2 compliance ) and how they impact financial platforms. An entrepreneurial mindset and the ability to work in a fast-paced startup environment. What Good Looks Like Q1 Targets: Onboard at least 10 customers by supporting seamless QuickBooks API integration. Deliver 5 tailored dashboard solutions for customer-specific workflows. Document repeatable onboarding processes for financial professionals. Q2 Targets: Achieve 90% success rate for onboarding customers using Xero and HubSpot integrations. Proactively identify and troubleshoot issues, reducing customer complaints by 20%. Create templates for 5 common use cases and make them available on the marketplace. Q3 Targets: Deliver advanced customer-specific dashboards leveraging "Ask Jules" capabilities. Work with engineering to integrate customer feedback into product improvements. Identify upsell opportunities, increasing MRR by 15%. Q4 Targets: Ensure all enterprise customers are onboarded successfully, with tailored workflows for SAP/Salesforce. Achieve a 90% contract renewal rate. Generate $50K in upsell opportunities from premium customers. Why You’ll Love Working With Us Be part of a company that’s saving businesses hours every week and driving smarter growth. Work with a team of passionate innovators who see this as a once-in-a-lifetime opportunity to change the game. Develop alongside some of the best minds in tech, with connections to MIT, Harvard, and Techstars . We believe in working hard, celebrating wins, lots of ‘Fika’, and building a strong team dynamic that fosters creativity and collaboration. #J-18808-Ljbffr