Solution Consultant Sales Engineer (San Jose)

Who are we

Whatfix is an AI platform advancing the userization of enterprise applications empowering companies to maximize the ROI of their digital investments. Technology needs adoption. Its no different for AI. As AI reshapes roles workflows and human-machine interactions it also introduces new layers of complexity and user friction. This is where Whatfix plays a pivotal role. A decade old DNA of empowering people to succeed with technology and not replacing them. We call this philosophy Userization : the belief that technology must adapt to the user not the other way around.

At the heart of userization philosophy is ScreenSense our proprietary AI engine which continuously interprets both the context of what users are doing in an application or an AI tool and the intent behind their actions. By combining these signals Whatfix delivers real-time guidance nudges knowledge and automation directly in the flow of work.

This intelligence powers our entire product suite.

• Digital Adoption helps users get productive faster.
• Product Analytics uncovers friction and closes adoption gaps.
• Mirror allows employees to train in safe simulated environments.

These are embedded with Whatfix AI Agents which supercharge creation insights and user guidance.

Our upcoming AI-first products are already creating a buzz in the market.

• Seek is an AI-native assistant that not only knows your business context but can also act across applications to get work done on your behalf.
• Whatfix Mirror 2.0 is the worlds only System plus Role simulation with a complete assessment to lead the Gen AI simulation category.

Together these products reflect Whatfixs commitment to building enterprise-ready AI teammates that maximize productivity and ROI. It gives users a unified intelligent way to find answers across systems apps and knowledge silos and helps anyone looking to deliver fast and contextual answers.

Whatfix is bridging the gap between rapid technological change and human enablementensuring AI is not only embedded but also usable trusted and outcome-driven for every employee.

At Whatfix were not just making software easierwere making AI work for people.

The company has seven offices across the US India UK Germany Singapore and Australia and a presence across 40 countries.

Customers : 700 enterprise customers including 80 Fortune 500 companies such as Shell Schneider Electric and UPS Supply Chain Solutions.

Investors : A total of $270 million USD has been raised as yet. Most recently Series E round of $125 Million USD led by Warburg Pincus with participation from existing investor SoftBank Vision Fund 2. Other investors include Cisco Investments Eight Roads Ventures (A division of Fidelity Investments) Dragoneer Peak XV Partners and Stellaris Venture Partners.

Whatfixs leadership is consistently recognized across top industry analysts and business rankings:

• Won the 2025AI Breakthrough Awardfor the Overall AI-based Analytics Solution of the Year
• Only DAP to be recognized as a Leader across various DAP reports for the past 5 years by leading analyst firms like Gartner Forrester IDC and Everest Group.
• With over 45% YoY sustainable annual recurring revenue (ARR) growth Whatfix is among the Top 50 Indian Software Companies as per G2 Best Software Awards.
• Named a Gartner Customers Choice for DAP for the second year in a row (2024 and 2025)the only vendor in the market to earn this distinction consecutively.
• We also boast a star rating of 4.6 on G2 Crowd 4.5 on Gartner Peer Insights and a super-high CSAT of 99.8%
• Winner of theISG ParagonInnovation Award in partnership with Sophos (customer) for the EMEA region and finalist in the Transformation Award category.
• RemoteTech Breakthrough Awardswinner for Software Asset Management Solution of the Year

These recognitions are matched by business performance:

• Highest-Ranking DAP on 2023 Deloitte Technology Fast 500 North America for Fifth Consecutive Year
• Listed on the Financial Times & Statistas High-Growth Companies Asia-Pacific 2025 list.
• Won the Silver for Stevies Employer of the Year 2023 Computer Software category and also recognized as Great Place to Work 2022-2023
• Only DAP to be among the top 35% companies worldwide in sustainability excellence with EcoVadis Bronze Medal.

What sets us apart from the rest

With over 100 of the Fortune 500 companies already onboard as customers Whatfix has been named among the top 20 B2B tech companies alongside the likes of Adobe PayPal and Cisco. With a YoY growth of 300% we have also been recognized among the top 50 fastest growing SaaS companies worldwide in the SaaS 1000 list and as a Market Leader by Gartner in the Digital Adoption space.

Hustle Mode ON is something we live by.

About the Role:

We are looking for a stellar Solutions Consultant / Sales Engineer to come join the tribe and work with our West/Central region prospects and customers.

The Solutions Consultant / Sales Engineer will be an expert in the Whatfix product from demo through Proof of Concept and will assist Sales in presenting the value proposition and benefits of the Whatfix solution to prospects and customers.

Responsibilities:

• Establish and maintain a deep understanding of the overall Whatfix product portfolio and the competitive landscape
• Understand and study Whatfix deployments across industries and come up with industry best practices and use cases based on our current deployments.
• Self driven interest to learn more about customers business digital transformation trends in their industry and presenting a thought leadership on Whatfix solving their pain points
• Understand the multitude of enterprise software trends and technologies in the marketplace and how they create an opportunity for a DAP platform
• Partner with the Account Executives during (business) discovery calls and prepare/deliver presentations and product demonstrations explaining Whatfix products to prospects and customers
• Successfully manage and execute on-site or remote solution demonstrations with the assistance of Account Executives Responsible for representing the product to customers and at field events such as conferences seminars etc.
• Evangelize Whatfix products to prospects customers and partners via presentations and product demos.
• Respond to functional and technical elements of RFIs/RFPs with the assistance of Account Executives and technical Sales Engineers.
• Convey feature input and customer requirements to Product Management teams
• Partnering with sales executives to plan prepare and execute on strategic deals in complex sales cycles including Discovery Calls Value Assessment calls and more.
• Respond to objections during solution presentations and articulate the value and return on investment delivered
• Liaise with the Engineering Product Marketing and Sales teams to provide consultative product expertise for all customer needs
• Effectively communicate & build confidence with customers across teams (Engineering Product Marketing and Sales)

Qualifications:

• 5 years Technical Pre-Sales / Sales Engineering / Solutions Consulting / Sales or Customer Success experience
• Background in being able to study existing deployments across industries like Insurance Technology Financial Services Healthcare and more and be able to communicate the use cases and results to new prospects from these industries.
• Background in being able to study existing deployments across applications like CRM (Salesforce Microsoft) HR (Workday Oracle SAP) and more and communicate the use cases and results to new prospects looking to deploy Whatfix on these platforms.
• Experience as Solutions Consultant at an Application Software Company and catering to a set of industries relevant to Whatfix: Insurance Healthcare Technology Financial Services Manufacturing.
• Ability to take a consultative selling approach by listening to customer needs and shaping a shared vision for a solution
• Ability to creatively explain and present complex concepts in an easy to understand manner
• Understanding of high-performance software SaaS
• Excellent presentation written and verbal communication skills to communicate professionally
• Self motivated with strong interpersonal and problem-solving skills
• Ability to work well in a highly dynamic team environment focussed on providing above industry standard customer service.
• Ability to travel to on-site meetings; up to 50% travel.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race religion color national origin gender sexual orientation age marital status veteran status or disability status.

Required Experience:

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