Customer Solutions Engineer

Balance • New York, NY

5h

About The Position

We are looking for a Customer Solutions Engineer to serve as the technical bridge between our enterprise customers and our product and engineering teams. This is a presale/post sale role that blends hands-on technical work with customer-facing sales support.

You will join sales calls, support technical demos, respond to RFPs, and lead integration solutions for our customers. You will work alongside Account Executives and Account Managers, not independently manage accounts.

This role reports to the Customer Solutions Manager and sits within the Revenue organization.

Requirements

• 3–5 years of experience in a Solutions Engineering, Sales Engineering, Technical Consulting, or similar customer-facing technical role at a B2B SaaS or fintech company
• API fluency: deep comfort working across RESTful APIs, webhooks, and third-party integrations. Language-agnostic — we care about versatility over stack loyalty
• Familiarity with agentic AI: you understand how AI agents, LLMs, and agentic workflows are applied in enterprise software.
• Strong communicator: you can translate between enterprise customer technical teams and internal product/engineering teams with precision and minimal signal loss
• Enterprise sales exposure: you have participated in sales cycles with large, complex buyers and are comfortable in high-stakes demo and discovery environments
• Self-directed: you can manage ambiguity, prioritize across multiple deals, and operate without heavy oversight

Nice To Haves

• Experience in B2B payments, lending, invoicing, or accounts receivable
• Familiarity with ERP systems (NetSuite, QuickBooks) and e-commerce platforms
• Experience working with or building on AI agent frameworks (LangChain, LangGraph, custom agent pipelines)
• Background in writing technical documentation, integration guides, or developer-facing content

Responsibilities

• Join sales calls and lead technical discovery sessions with enterprise prospects
• Deliver live product demos and technical walkthroughs of Balance’s platform, APIs, and AI agent capabilities
• Scope and design integration architectures for prospects, mapping Balance’s APIs to their existing systems (ERPs, e-commerce platforms, custom backends)
• Author technical sections of RFP responses and security questionnaires
• Build proof-of-concept integrations and prototypes to accelerate deal closure
• Translate complex buyer technical requirements into clear internal specifications for Product and Engineering
• Support enterprise customers through integration launch, troubleshooting API issues, and unblocking technical blockers
• Provide structured product feedback based on recurring customer patterns, helping inform the roadmap

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed