Description:

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 quickly.
The engineer will not manage a book of business like a traditional Customer Success Manager (CSM).
Responsibilities include joining onboarding calls, accelerating time-to-value, guiding customers through CRM integrations, and assisting teams with unique or advanced use cases.
The role involves hosting office hours, assisting on fast-moving rollouts, and troubleshooting edge-case setups to bring clarity and confidence to customers.
The engineer will also surface product feedback, partner with the Integrations Program Manager, and ensure technical knowledge flows freely across the team.

Requirements:

Candidates should have 2–5 years of experience in a technical customer-facing role such as Solutions Engineering, Implementation, RevOps, or Technical CSM.
Strong familiarity with CRM platforms like Salesforce, HubSpot, Pipedrive, and HR platforms like Azure Active Directory, Workday, and Google Workspace is required.
Candidates must possess strong troubleshooting instincts and the ability to communicate workflows clearly with non-technical users.
The ideal candidate is a highly independent operator who is also deeply collaborative, comfortable working across Success, Product, and Engineering teams.
Candidates should be quick to jump into live calls, proactive in solving blockers, and confident in owning the implementation process.

Employees will be part of a rocket-ship startup redefining how professionals connect and grow.
The role offers the opportunity to work closely with experienced leaders and cross-functional teams to shape the financial strategy.
Employees will have the chance to make a measurable impact in a role critical to the company's long-term success.
The position is fully remote.
A competitive salary is offered along with meaningful equity.
Full insurance and benefits are provided.
Employees enjoy unlimited PTO.
A $250 monthly wellness credit is available.
There is a focus on constant daily learning.