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. It’s 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 world’s only System plus Role simulation with a complete assessment to lead the Gen AI simulation category. Together, these products reflect Whatfix’s 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 enablement—ensuring AI is not only embedded but also usable, trusted, and outcome-driven for every employee. At Whatfix, we’re not just making software easier—we’re 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. Whatfix’s leadership is consistently recognized across top industry analysts and business rankings: Won the 2025 AI Breakthrough Award for 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% Stevie Award winner in the category (Bronze): Customer Service Department of the Year – Computer Software - 100 or More Employees. Winner of the ISG Paragon Innovation Award in partnership with Sophos (customer) for the EMEA region and finalist in the Transformation Award category. RemoteTech Breakthrough Awards winner 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 & Statista's High-Growth Companies Asia-Pacific 2025 list. Won the Silver for Stevie's 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 customer's 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. #J-18808-Ljbffr