Description
We're looking for a Solutions Engineer to bridge the gap between product capabilities and customer needs. As a Solutions Engineer, you will act as the technical and consultative partner to the Account Executive during the sales process. You will lead deep-dive discovery sessions with prospects to uncover business processes, pain points, and goals. Map customer workflows, KPIs, and existing systems (ERPs, AP/AR, etc.). Translate findings into tailored Jeeves solutions that drive value and meaningful business outcomes.
Product Demonstrations: Deliver customized product demos for multiple personas , from CFOs and Controllers to Operations and Finance teams. Highlight business value, not just features, demonstrating ROI and process transformation.
Technical & Business Fit: Partner with prospects to evaluate integration, scalability, and data flow needs. Collaborate with product and engineering teams to represent client requirements clearly. Serve as the technical authority during the sales cycle, ensuring accurate expectations and smooth handoffs to post-sales.
Cross-Functional Collaboration: Work closely with Account Executives on strategy and deal execution. Collaborate with Key Account Managers (KAMs) for upsells and cross-sells within existing enterprise accounts. Communicate customer feedback and product insights to internal teams to inform roadmap decisions.
Implementation Scoping (Pre-Sales): Scope out the requirements for solution rollouts, ensuring that configurations are feasible, efficient, and aligned with customer goals.
We're looking for a Solutions Engineer with 3 years of experience in a Solutions Engineer / Consultant role within a SaaS financial technology or ERP-related company. You should have a strong understanding of financial systems and processes, familiarity with SaaS solution selling, and experience engaging with enterprise clients and navigating complex deal cycles. You should also be able to translate business needs into product solutions , both technically and strategically. Clear and confident communication across technical and non-technical audiences is essential. English fluency is required, and additional Spanish or Portuguese is a plus. Comfortable working cross-functionally in a fast-paced, startup environment.