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We are seeking a Senior Solutions Engineer to lead the technical side of our presales, integrations, and customer onboarding experience. This role is critical to helping customers understand how to successfully integrate with our SaaS platform while enabling Sales to close complex, technical deals.

As a Senior Solutions Engineer, you will act as the primary technical subject matter expert across Sales, Business Development, Account Management, Operations, and Engineering. You will join customer calls to explain APIs and platform capabilities, provide real‑time technical guidance, streamline integration support, and elevate documentation and processes as we scale.

This role is ideal for someone who enjoys being customer‑facing, deeply technical, and highly solution‑oriented—while also influencing how the organization operates internally.

Responsibilities

Technical Presales & Deal Support

• Partner with Sales and Business Development as the technical lead throughout the sales cycle
• Join customer calls to explain API functionality, sandbox environments, data formats, authentication, error handling, and platform constraints
• Deliver technical demos and tailored solution walk‑throughs aligned to customer requirements
• Answer complex technical questions live to remove deal blockers and accelerate deal closure
• Provide detailed post‑call follow‑ups including technical summaries, architecture diagrams, and next steps

Platform & API Subject Matter Expertise

• Serve as the internal and external SME on our SaaS platform, APIs, integrations, and supported workflows
• Advise customers on best‑practice integration approaches and implementation strategies
• Support Business Development by clearly communicating carrier availability, supported programs, and technical feasibility
• Collaborate with Engineering to confirm technical requirements, edge cases, and delivery timelines

Integration Support & Technical Triage

• Act as an escalation point for integration‑related tickets, reducing friction across Account Management, Operations, and Engineering
• Help define, support, and improve SLAs for technical tickets and customer integrations
• Identify recurring integration issues and drive root‑cause resolution with Engineering
• Streamline technical workflows to reduce back‑and‑forth and improve time‑to‑resolution

Documentation, Enablement & Scale

• Create and maintain high‑quality technical documentation, including FAQs, integration guides, and implementation resources
• Analyze common integration questions and convert them into scalable documentation and knowledge‑base content
• Improve internal enablement by aligning Sales, AMs, and Ops on accurate technical messaging and expectations

Cross‑Functional Leadership

• Partner closely with Engineering to align technical realities with customer‑facing messaging
• Provide feedback on product gaps, integration friction, and roadmap risks
• Support clearer communication around product changes, launch timelines, and roadmap updates

Requirements

• 5+ years of experience as a Solutions Engineer, Sales Engineer, or Technical Presales role in a SaaS environment
• Strong experience with APIs, integrations, and technical system design
• Proven ability to explain complex technical concepts to both technical and non‑technical audiences
• Experience supporting customer integrations, implementations, or onboarding
• Excellent written and verbal communication skills, including technical documentation
• Highly organized, proactive, and able to operate independently in ambiguous environments

Nice to Have

• Experience in API‑first, fintech, insurtech, or highly regulated SaaS platforms
• Familiarity with carrier integrations or complex third‑party ecosystems
• Experience creating presales architecture diagrams or technical enablement materials
• Exposure to ticketing systems and SLA‑driven support models