Customer Solutions Engineer
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ABOUT THE ROLE This is a smart-generalist role: become an expert on the client's product, then lead both sales demos and customer implementations. It is not a playbook-and-ticket implementation job. The person sits between sales, product, engineering and customer success, and spends most of the day 1:1 with customers on Zoom.
- Customer discovery (pre-sales): lead discovery calls and product demos with Sales; answer technical questions; qualify fit and flag blockers; build demo materials, videos and FAQs.
- Customer onboarding: own each onboarding from sales handoff to go-live as the customer's main contact; configure the product to their needs; train them on integrating data and handling edge cases; spot churn risks and upsell opportunities.
- Project management: run many implementations at once (30+); write plans, timelines and milestones; troubleshoot with engineering; coordinate with resellers, consultants and other partners.
- Process improvement: build templates, tooling and automation so onboarding scales to hundreds of customers; define and own onboarding KPIs.
- 1+ year in a customer-facing role: onboarding, implementation, solutions engineering, customer success engineering, custom solutions or ERP integrations. Operations or business operations at a VC-backed startup also counts.
- 1+ year at a VC-backed startup (earlier stage is better) OR an otherwise elite company, such as top consulting.
- 4-year bachelor's degree from a solid US or Canadian school.
- Confident speaker who can handle strong-willed customers and complex situations.
- Methodical troubleshooter, or clear aptitude for technical concepts like data types, system constraints and data dependencies.
- Elite project management and organization; can juggle 30+ implementations and is very detail-oriented.
- Startup experience, OR an explicit desire to join an early-stage startup.
- Recent hands-on experience implementing B2B SaaS.
- Hands-on experience demoing SaaS to prospects.
- Semi-technical: works with APIs, SQL, JSON, Postman or similar.
- Experience with accounting concepts.
- Familiarity with the construction industry.
- Top-30 US/Canada undergrad school, or a technical (e.g. CS) degree.
Vacancy posted 4 days ago
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