Solutions Engineer, Financial Services

Join Intercom as a Solutions Operations Manager within our Professional Services and Solutions Engineering team, where you will play a pivotal role in streamlining our operations to enhance client satisfaction and operational efficiency. You will be responsible for overseeing the implementation and execution of our solutions, ensuring that our clients receive exceptional service throughout their journey with us.

At Anaplan, we pride ourselves on being pioneers dedicated to enhancing business decision-making through our advanced AI-powered scenario planning and analytical platform, empowering our clients to stay ahead of their competition and rapidly evolving market conditions.What binds Anaplanners across various teams and regions is our shared dedication to our customers’ success and our Winning Culture.Our clientele includes some of the most prestigious names in the Fortune 50, such as Coca-Cola, LinkedIn, Adobe, LVMH, and Bayer, among over 2,400 global companies that trust our top-tier platform.Our Winning Culture is the driving force behind our team of innovators. We celebrate diversity of thought and ideas, foster leadership at all levels, pursue ambitious goals, and take joy in recognizing our achievements—both big and small.Guided by principles of strategic leadership, value-based initiatives, and disciplined execution, you will find inspiration, connection, development, and rewards here. We welcome everything that makes you unique; join us in creating what’s next—together!Are you a strategic thinker who excels at the intersection of business and technology? Do you possess extensive consulting expertise and practical solution design experience in Finance, Sales Performance Management, or Workforce Planning? If so, we invite you to apply for the role of Principal Solution Architect, where you will spearhead transformative planning engagements across the AMER region.This role goes beyond typical implementation; it’s a consulting-focused position where you will shape strategies, influence executives, tackle complex business challenges, and deliver enterprise planning solutions that yield significant business value. You will collaborate with Anaplan's commercial and product teams, showcasing your proficiency in Anaplan Applications and Platform while working alongside Account Executives, Pre-sales, Professional Services sales, and product leaders.

Join Anaplan as a Senior Solution Architect in our Professional Services team, specializing in Workforce Planning. In this pivotal role, you will leverage your expertise to design and implement innovative solutions that help organizations optimize their workforce strategy. Collaborate with cross-functional teams to deliver high-impact projects and drive customer success.

As a Solutions Engineering Manager at Mixpanel, you will lead a dynamic team of engineers and solution architects, driving innovation and excellence in delivering our analytics solutions to clients. You will work closely with cross-functional teams to ensure our products meet client needs and exceed expectations. Your leadership will be pivotal in shaping team strategies, mentoring talent, and enhancing our customer engagement.

Are you ready to make a difference? Join our team! GoFundMe Pro (previously Classy) is on the lookout for a Senior Manager, Solutions Engineering who will spearhead and enhance our Solutions Engineering department as we expand our enterprise business. This pivotal role exists at the confluence of sales, product development, engineering, and customer success, ensuring that we provide technically robust, scalable, and innovative solutions to our esteemed nonprofit clients. This position reports directly to the Senior Director of Solutions & Partnerships. The selected candidate will lead and nurture a team of Solutions Engineers while remaining actively involved in intricate deals, strategic account management, and cross-functional projects. Your influence will shape our technical presence in the marketplace, foster collaboration with the Sales team, and guide how customer insights inform our strategic roadmap. This is a high-impact leadership opportunity for an individual who has extensive experience in the enterprise Solutions Engineering field, possesses the ability to mentor senior technical talent, and excels at simplifying complexity for both clients and internal stakeholders. Location: Candidates must reside in the San Francisco Bay Area, with an in-office requirement of three days per week. Key Responsibilities: Lead, mentor, and develop a team of Enterprise Solutions Engineers dedicated to supporting complex, high-value nonprofit clients. Establish expectations, best practices, and quality standards for technical discovery, solution design, demonstrations, and customer engagement. Coach Solutions Engineers on executive presence, compelling technical narratives, and managing lengthy, multi-stakeholder enterprise sales processes. Collaborate with Recruiting and cross-functional leaders on hiring, onboarding, and team growth. Enterprise Sales & Technical Strategy: Act as a senior technical authority on the most complex and significant enterprise opportunities. Work closely with Sales leadership to ensure alignment on deal strategies, technical positioning, and resource allocation. Guarantee consistency and rigor in how solutions are designed, articulated, and marketed throughout the sales funnel. Assist with RFPs, security reviews, integration discussions, and architectural assessments as required. Cross-Functional Collaboration: Serve as a critical link between Solutions Engineering, Product, Engineering, and other teams to ensure seamless operations.

About UsPostman stands as the foremost API platform globally, utilized by over 45 million developers and 500,000 organizations, including an impressive 98% of the Fortune 500. We empower developers and professionals worldwide to create a seamless API-first world by simplifying the entire API lifecycle and enhancing collaboration, allowing users to develop superior APIs at an accelerated pace.Headquartered in San Francisco, Postman operates additional offices in Boston, New York, Austin, Tokyo, London, and Bangalore, where we originated. As a privately held company, we are backed by notable investors such as Battery Ventures, BOND, Coatue, CRV, Insight Partners, and Nexus Venture Partners. Discover more at postman.com or connect with us on X via @getpostman.P.S: We highly recommend reading The "API-First World" graphic novel to gain insight into our vision at Postman.Position OverviewWe are seeking a Senior Solutions Architect – Professional Services to lead technical consulting and implementation engagements for our enterprise clients. This role is highly technical, hands-on, and involves direct customer interaction, perfectly suited for individuals with a solid foundation in API design, governance, development, and solution architecture who aspire to drive impactful customer results.Your responsibilities will include overseeing the execution of both fixed-price and time-and-material (T&M) projects, with a focus on delivering results on schedule and within budget, while maximizing value for our clients. You will collaborate cross-functionally with Sales, Customer Success, Product, and Engineering teams to craft solutions, implement delivery strategies, and ensure successful deployment of Postman at scale in complex organizational environments.

About Our TeamThe Technical Success team plays a crucial role in ensuring the responsible and efficient deployment of ChatGPT and OpenAI API applications for developers and enterprises. As trusted advisors, we guide our clients to harness the full potential of our models and products, transforming their business processes through innovative solutions such as customer service enhancements, automated content generation, and groundbreaking applications utilizing our latest models.Role OverviewWe are seeking a Solutions Engineering Manager to lead and inspire a talented team of Solutions Engineers. In this pivotal role, you will merge technical expertise with customer engagement and team development to create outstanding pre-sales experiences that drive significant business results.You will navigate your team through complex customer challenges, helping them to thrive in ambiguity while ensuring that solutions are firmly rooted in robust technical reasoning and tangible business value. Close collaboration with Sales, Deployment, Product, and Research teams will be essential to creating a fluid end-to-end customer experience.This position is available in our San Francisco or New York office. We embrace a hybrid work model, requiring three days in the office each week, and we provide relocation assistance to new hires.Your Contributions Will Include:Formulating and articulating a strategic vision for the Solutions Engineering team that aligns with the company's broader objectives and addresses the changing demands of our clients.Leading a diverse team through the pre-sales process, enhancing customer engagement, fostering product adoption, and establishing scalable systems and processes.Serving as a trusted escalation point for key customers in your sales segment, tackling intricate technical issues and maintaining clear communication with executive stakeholders.Championing the innovative use of our AI technologies across various industries, positioning the company as a leader in the field.Ideal Candidates Will:Possess over 8 years of experience in technical customer-facing roles, adept at building and maintaining C-level technical and business relationships within complex, global organizations.Have a minimum of 3 years of experience leading technical pre-sales teams, demonstrated by a successful track record of hiring, mentoring, and managing high-performing teams.Exhibit strong communication skills and a passion for technology, capable of articulating complex technical concepts to diverse audiences.

About Loop Loop is committed to unlocking profits trapped in the supply chain while reducing costs for consumers. Inefficient workflows and bad data create friction that hampers working capital and increases expenses for all stakeholders in the supply chain. Our cutting-edge audit and payment platform utilizes domain-driven AI to simplify the complexities associated with supply chain data and documentation. By enhancing visibility into transportation expenditures, we empower companies to manage costs and boost profitability. This is why renowned industry leaders such as J.P. Morgan Chase, ABB, Tyson Foods, and Estée Lauder partner with Loop. Our investors include J.P. Morgan, Index Ventures, Founders Fund, 8VC, Flexport, and numerous industry-leading angel investors. Our team boasts expertise from esteemed organizations like Uber, Google, Flexport, Meta, Samsara, Intuit, Rakuten, and long-standing industry stalwarts like C.H. Robinson. About the Role We are seeking an Enterprise Solutions Engineer to work collaboratively with Sales, Engineering, and Customer Success teams to ensure a smooth technical closing and implementation process for clients. This position involves designing and configuring complex workflows, serving as a primary contact for client implementations, orchestrating data integration, and bridging processes between the client's systems and Loop's proprietary platform. The Solutions Engineer collaborates with operations and sales teams to ensure that proposed deals include technical solutions that accurately meet client requirements and have the backing of key technical decision-makers. You will provide onsite and virtual support for client implementations, delivering technical expertise as an extension of the Sales and Customer Success teams. Key Responsibilities Facilitate project management for solution scoping and implementations, including but not limited to: Leading kick-off calls: remote (sometimes onsite) sessions to introduce the Loop solution. Coordinating integration solutions with internal stakeholders across a variety of commercial and legacy client systems. Overseeing integrations between Loop and the client's external software systems (TMS/ERP) with guidance from the Integrations Engineer, including schema mapping. Conducting tailored product demonstrations for prospective clients, acting as the product expert in pre-sales discussions. Defining use cases aligned with Loop’s product and roadmap. Collaborating with sales and operations teams to inform the cost structure for client proposals.

Canvas Medical is at the forefront of transforming everyday healthcare through our Electronic Medical Record (EMR) platform, designed specifically for healthcare automation. We develop contemporary and intuitive front-end and back-end tools that empower developers and clinicians to seamlessly integrate data, automate workflows, and collaborate in overcoming the most challenging issues in healthcare. Our mission is to provide care teams with extraordinary capabilities through the power of software.Backed by some of the world’s leading technology investors, Canvas Medical has supported notable health tech companies, including GoodRx, Oscar Health, and Hims & Hers Health.Role OverviewWe are seeking a passionate Solutions Engineer to join our Engineering team, serving as the technical liaison between customer requirements and our platform capabilities. In this role, you will work closely with our Solutions Consultants to translate customer needs into actionable requirements, transforming them into robust and scalable technical solutions that enhance our platform.As a Solutions Engineer, you will design and implement custom solutions utilizing the Canvas SDK, create reusable plugins and integrations, and extend the functionality of our platform to address intricate healthcare automation challenges. Collaborating closely with Solutions Consultants, you will rapidly prototype, validate technical strategies, and deliver production-ready solutions that exceed customer expectations. This is a vital role where your contributions will directly influence how healthcare providers utilize our EMR platform, while also aiding the advancement of our developer tools and SDK.The ideal candidate will possess a solid foundation in engineering principles, a fervor for healthcare technology, and an exceptional ability to oscillate between rapid prototyping and high-quality production code. You will thrive in collaborative settings, balancing the urgency of customer needs with engineering excellence, and drive technical decisions that support scalability. We seek someone who is unafraid to experiment, quick to iterate, and capable of crafting elegant solutions from the ground up while ensuring the robustness necessary for healthcare systems.

Join allspice as a Solutions Engineer, where you will play a pivotal role in delivering innovative technology solutions to our esteemed clients. In this position, you will collaborate closely with cross-functional teams to understand client needs, design comprehensive solutions, and ensure successful implementation. Your expertise will help drive customer satisfaction and foster long-term partnerships.

Join Cloudflare as a Solutions Engineering Manager for the RIG team, where you will lead a talented group in providing innovative solutions to our clients. In this role, you'll be responsible for overseeing the engineering solutions process, ensuring our customers receive the highest level of service and support. Your expertise will guide the team in developing effective strategies that meet client needs while promoting Cloudflare's mission to help build a better internet.

Join Front, the premier AI-driven customer service platform, as a Solutions Engineer. In this pivotal role, you will cultivate in-depth technical expertise and be instrumental in defining, designing, and executing innovative product solutions that enhance the integration of Front's platform with third-party applications and systems. Collaborate closely with Account Executives during the pre-sales phase, serving as the primary technical liaison for our most strategic prospects. Your daily responsibilities will include strategizing product demonstrations, presenting technical solutions, and working cross-functionally to ensure client satisfaction and success.

WHAT IS BOX? Box (NYSE:BOX) stands at the forefront of Intelligent Content Management. We empower organizations to enhance collaboration, oversee the complete content lifecycle, safeguard essential content, and revolutionize business workflows with the power of enterprise AI. Established in 2005, Box simplifies operations for renowned global enterprises, including JLL, Morgan Stanley, and Nationwide. Our headquarters is located in Redwood City, CA, with additional offices across the United States, Europe, and Asia. Joining Box means you will play a pivotal role in advancing our platform. Content is the heartbeat of collaboration—encompassing billions of files and information exchanged among teams, departments, and crucial business processes daily: contracts, invoices, employee records, financials, product specifications, marketing assets, and more. Our mission is to infuse intelligence into content management and enable our clients to dramatically transform their workflows. With the integration of AI and enterprise content, you will be at the forefront of a significant transformation in how the world collaborates.WHY BOX NEEDS YOU As an Associate Solutions Engineer (ASE), you will collaborate with our global Solutions Engineering (SE) team to design customer-centric solutions tailored for business and IT leaders across various industries. To equip you for this full-time position, Box invites you to participate in our comprehensive 6-month training program, the ASE Academy. This program is designed to impart essential tools and strategies foundational to becoming a successful Solutions Engineer at Box. Throughout the course, you'll receive extensive training focused on both technical and professional skill enhancement, alongside opportunities to apply these skills in real business contexts. By the end of the academy, you will have demonstrated proficiency with the Box product and the ability to articulate the value of our solutions in addressing specific business challenges. After completing the Academy, you will continue your growth as an Associate Solutions Engineer, utilizing your product knowledge to assist customers and internal stakeholders in fully grasping the value of the Box platform. WHAT YOU'LL DO Collaborate with colleagues leveraging a modern suite of SaaS business applications (Box, Salesforce, Slack, Zoom, etc.) Develop your professional and technical skills through hands-on experience and training.

Join Cloudflare as a Senior Solutions Engineer, where you will be at the forefront of delivering cutting-edge solutions to our clients. In this role, you will leverage your technical expertise to engage with customers, understand their needs, and provide innovative solutions that drive their success.As a Senior Solutions Engineer, you will collaborate with cross-functional teams to create tailored solutions, ensuring our products meet the unique requirements of each client. Your ability to articulate complex concepts and foster relationships will be crucial in this fast-paced, dynamic environment.

At Stytch, we are transforming the landscape of user authentication and anti-fraud tools, empowering developers to create intricate authentication systems with ease and speed. Our mission is to simplify complex processes and enhance security for our clients.We are seeking a seasoned Solutions Engineer who excels in educating and solving problems, while building strong relationships with developers from leading companies. In this pivotal role, you will assess our clients' needs, articulate design solutions, and guide technical assessments. As the authentication expert, you will work closely with our customers’ engineering teams to ensure a seamless evaluation experience.This is a hybrid, full-time role based in the San Francisco Bay Area. While we value in-person collaboration, we understand the importance of flexibility, so we're looking for someone who is eager to meet in the office 2-3 days a week.

About SentryAt Sentry, we are on a mission to eradicate the prevalence of poor software. We empower developers to create high-quality software more efficiently, allowing everyone to rediscover the joy of technology.Backed by over $217 million in funding and trusted by more than 100,000 organizations, including industry giants like Disney, Microsoft, and Atlassian, we are developing innovative performance and error monitoring tools that enable teams to focus on building exceptional products instead of fixing bugs.Sentry supports a hybrid work model across our global offices, designating Mondays, Tuesdays, and Thursdays as in-office days to foster collaboration and connection. If you are passionate about creating solutions that enhance the digital experience, join us in developing the next generation of software monitoring tools.About the Role:As a member of the Solutions Engineering team at Sentry, you will play a pivotal role in helping our largest clients seamlessly integrate Sentry into their applications and workflows. This includes everything from SDK integration to ensuring that alerts and issues are directed to the appropriate channels at the right time. Solutions Engineers work directly with customers to guarantee optimal implementation and usage, ensuring that:Developers can swiftly identify and resolve application slowdowns and errors.Development teams enhance productivity and improve customer satisfaction.Your Responsibilities:Identify and understand customer challenges and goals, translating them into actionable implementation and onboarding strategies that deliver tangible business value.Create best practices, educational resources, and content focused on error and performance management, as well as the Sentry product (e.g., instructional articles and videos showcasing product functionality).Serve as a trusted advisor and subject-matter expert, guiding customers in software engineering and monitoring best practices.Conduct workshops with clients to promote deeper engagement and broader adoption of Sentry’s solutions.Collaborate internally to provide valuable feedback to product and development teams, aligning Sentry's product roadmap with efforts to enhance time to value.You Will Thrive in This Role If You:Enjoy discussing technology and interacting with engineers and technical leaders.Flourish in a fast-paced environment, tackling diverse challenges with enthusiasm.

At Scale AI, we play a crucial role in advancing AI applications across various industries. As our customer base expands at an unprecedented rate, you will be at the forefront of ensuring that the world's most innovative companies become devoted, long-term partners with Scale. As an Enterprise Solutions Engineer, you will collaborate closely with Account Executives (AEs), Product Managers, and Machine Learning Engineers (MLEs) to guide prospective clients through the pre-sales process. Your role will involve delivering customized demonstrations and pilot projects to achieve the coveted 'technical win.' You will assess customer technical requirements and create actionable Scopes of Work (SOW). Working hand-in-hand with our delivery team, you will also assist in the initial implementation phase. With an unwavering curiosity about customer needs and challenges, you will leverage your profound knowledge of Scale products and Generative AI to craft tailored solutions. Your ability to build strong relationships, manage projects effectively, and provide technical insights will be essential to your success in this role.

Join Cloudflare as a Field Solutions Engineer and become a key player in driving innovative solutions for our clients. In this role, you will leverage your technical expertise and problem-solving skills to support our customers in achieving their goals. You will work closely with cross-functional teams to deliver cutting-edge solutions that enhance performance, security, and reliability.

Join Cloudflare as a Customer Solutions Engineer, where you will play a pivotal role in delivering top-notch technical solutions to our diverse clientele. You will leverage your strong analytical skills and technical expertise to troubleshoot complex challenges and enhance customer satisfaction. This role requires a keen understanding of cloud services, networking, and security technologies.