Customer Solutions Engineer

WHO WE ARE

The company is defining a new category we call In-Person Go-To-Market.

We help revenue teams turn real-world interactions — trade shows, conferences, field events, and meetings — into measurable pipeline and revenue. Our AI-native platform powers event lead capture, enrichment, and real-time CRM sync, transforming every badge scan into a high-quality, actionable lead.

In a world where digital channels are saturated, we're building the infrastructure that makes in-person GTM measurable, scalable, and revenue-driving. Our mission is simple: help companies around the world turn in-person events into a measurable & scalable growth channel.

WHO WE ARE

The company is building the first In-Person Marketing Platform, replacing outdated lead retrieval tools with a unified system that empowers teams to turn real-world connections into revenue. We help go-to-market teams capture more leads, act faster, and measure everything. From lead capture to CRM sync, the company makes every interaction count.

ABOUT THE ROLE

The Customer Solutions Engineer is a flexible, go-to technical resource embedded within the Customer Success team. This role is designed for someone who thrives on jumping in, solving problems, and making things work fast.

You won’t manage a book of business like a traditional CSM. Instead, you’ll be a technical Swiss Army knife: joining onboarding calls, accelerating time-to-value, guiding customers through CRM integrations, and helping teams with unique or advanced use cases. Whether it’s hosting office hours, assisting on a fast-moving rollout, or troubleshooting an edge-case setup, you’ll bring clarity and confidence to our customers when it matters most.

This role also plays a key internal function: surfacing product feedback, partnering with our Customer Success Team, and ensuring that technical knowledge flows freely across the team.

WHAT YOU’LL DO

🎯 JUMP IN WHERE IT MATTERS MOST

• Join live customer calls—especially for new accounts that need fast onboarding or setup support

• Guide customers through technical steps such as CRM integration walkthroughs, field mapping, enrichment workflows, and lead routing logic

• Run ad hoc onboarding sessions or “office hours” to unblock customers in real-time

🔧 ASSIST WITH TECHNICAL SETUPS

• Support CSMs by assisting on the technical aspects of implementation (you won’t own the full integration process, but you’ll make the hard parts easy)

• Help configure the company for unique customer use cases that require specialized workflows or data logic

• Translate customer requirements into actionable setup recommendations

🧠 ENABLE INTERNAL TEAMS + FUNNEL FEEDBACK

• Partner with the Integrations Program Manager to share real-time customer feedback and edge-case patterns

• Act as an internal resource for teammates needing support on technical topics or product configurations

• Participate in cross-functional enablement sessions to increase fluency across the broader CX and GTM orgs

WHAT WE’RE LOOKING FOR

• 2–5 years experience in a technical customer-facing role (Solutions Engineering, Implementation, RevOps, Technical CSM)

• Strong familiarity with CRM platforms like Salesforce, HubSpot, Pipedrive, and HR platforms like Azure Active Directory, Workday, and Google Workspace

• Strong troubleshooting instincts and the ability to talk through workflows clearly with non-technical users

• A highly independent operator who’s also deeply collaborative—comfortable working across Success, Product, and Engineering

• Quick to jump into live calls, proactive in solving blockers, and confident owning the “how” of implementation

NICE TO HAVES

• Familiarity with Zapier

• Light experience with APIs, JSON, or field-level CRM structures

• Experience supporting sales or marketing tech stacks in startup environments

WHY JOIN US?

• Be part of a rocket-ship startup redefining how professionals connect and grow.

• Work closely with experienced leaders and cross-functional teams to shape our financial strategy.

• Make a measurable impact in a role critical to our long-term success.

• Fully remote

• Competitive salary

• Meaningful equity

• Full insurance & benefits

• Unlimited PTO

• $150 monthly wellness credit

• Constant daily learning

The company is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic.