Solutions Engineer

Location: USA Remote

Compensation: $180,000-$210,000 OTE

The company is seeking an experienced Solutions Engineer who is passionate about helping credit unions create a best-in-class experience for their members through our industry leading AI communications platform. The ideal candidate is a highly skilled customer-facing Solution Engineer to work with our credit union customers as they select, customize, integrate and deploy our innovative SaaS digital conversations platform.

Role & Responsibilities

• Provide technical expertise to support pre-sales activities, including product demonstrations and presentations to customers.

• Collaborate with customers, sales, product, internal architecture, engineering and implementation teams to define technical requirements and create solution designs for professional services statements of work.

• Document agreed scope, technical requirements and development timelines, and ensure that they are communicated effectively to all relevant stakeholders.

• Work closely with partners and the professional services team to ensure successful delivery of projects on-time, within budget, and to customer expectations.

• Develop and maintain relationships with clients, acting as a trusted advisor and technical consultant for professional services.

• Design and plan phased approaches to integrations with banking systems for customers, ensuring that they are compatible with the customer's existing infrastructure.

• Keep up to date with industry trends and emerging technologies from online banking, CCaaS, and UCaaS providers, sharing knowledge and expertise with the team.

• Provide technical training and support to customers and internal teams, as required.

• Continuously monitor and evaluate the effectiveness of solutions and identify opportunities for improvement.

What You Offer

• Minimum eight years of experience as a Solutions Engineer.

• Experience with Credit Unions or in financial industry is a plus.

• Technical acumen to deep dive and demo complex B2B SaaS platform.

• Bachelor's degree in Computer Science, Engineering or related field.

• Proven experience as a Customer- Facing Solution Engineer or similar role.

• In-depth knowledge of credit union software market and banking systems.

• In-depth knowledge of top CCaaS and UCaaS vendor technologies serving the community financial services (community banks and credit unions)  market.

• In-depth knowledge of contact center solution offerings and their related systems.

• Strong analytical and problem-solving skills.

• Excellent communication and interpersonal skills.

• Ability to work effectively in a team environment, and build strong relationships with customers and stakeholders.

• Knowledge of project management methodologies.

• Willingness to travel as required.

The company is the Agentic AI Platform for Credit Unions and Community Banks. We bring humans and AI together to serve communities better. From answering a question to resolving a request, AI agents handle the routine tasks working alongside your team that provides the human touch. Built-in Safe AI guardrails and a human-in-the-loop approach ensure AI operates within policy and people remain in control. More than 750 financial institutions trust the company to drive growth, experience, efficiency, and compliance. Visit the company.com to learn more.

The company Values

• Customers are our North Star

• No Fear - Tell the truth

• Team of Owners

The company is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.