Solutions Engineer
About The Position
Neo.Tax is hiring its first Solutions Engineer to help prospective and existing customers understand how its tax and accounting workflow automation product fits their needs and technical environments. This founding, customer-facing role partners with Sales, Customer Success, Product, and Engineering to lead technical discovery, design solution approaches, deliver tailored demonstrations and proofs of concept, and guide technical evaluations toward adoption. The role focuses on solution fit and adoption rather than owning customer production deployments or core product engineering. The Solutions Engineer translates customer workflows and constraints into practical solution plans, communicates trade-offs accurately, and shares recurring customer needs with Product and Engineering. The work includes customer conversations, demo and evaluation preparation, and focused internal collaboration. The team is remote-first, with a preference for time zones that overlap with Neo.Tax’s San Francisco headquarters; occasional travel may be needed for key customer engagements. Success includes learning the product and common customer workflows, independently leading discovery and demos for common use cases, creating reusable evaluation materials, and building effective relationships across internal teams. The role offers an opportunity to shape how Neo.Tax qualifies technical fit, demonstrates value, and incorporates customer insight into its product and go-to-market practices.
Requirements
- Experience in Solutions Engineering, Sales Engineering, technical consulting, implementation, or another customer-facing technical role.
- Strong technical fundamentals and ability to reason about APIs, integrations, data flows, and enterprise software environments.
- Comfort working with data-heavy workflows and evaluating data quality, mapping, and integration requirements.
- Ability to assess technical feasibility and explain architecture, security, and implementation trade-offs without overpromising.
- Ability to build clear, focused demonstrations or lightweight proofs of concept.
- Excellent written and verbal communication with technical and non-technical audiences.
- Strong discovery skills, including asking focused questions, clarifying success criteria, and turning ambiguous needs into practical solution plans.
- Product sense and judgment to identify whether a customer request is account-specific or reflects a broader need.
- High ownership, dependable follow-through, and comfort managing multiple evaluations and stakeholders.
- Empathy for customer workflows and ability to build trust through clear, accurate communication.
Nice To Haves
- SQL or scripting experience.
- Production software engineering experience.
- Experience supporting enterprise SaaS evaluations or complex, multi-stakeholder sales cycles.
- Familiarity with accounting, tax, finance, fintech, or R&D workflows.
- Experience with data integrations, ETL/ELT, SQL-heavy systems, or common enterprise platforms.
- Familiarity with AI/ML products and how to explain their capabilities, limitations, and data requirements.
- Experience navigating enterprise security, privacy, compliance, or networking reviews, including SOC 2 environments or private-network requirements.
Responsibilities
- Lead technical discovery with prospects and customers to understand workflows, systems, goals, constraints, and evaluation criteria.
- Deliver tailored product demonstrations and technical walkthroughs tied to customer outcomes.
- Design and explain solution architectures, data flows, and integration approaches across systems such as project management tools, code repositories, HRIS, payroll, ERP, and data warehouses.
- Validate technical feasibility, data readiness, access requirements, and security or networking constraints, and surface risks and dependencies early.
- Build lightweight prototypes, sample analyses, scripts, or proofs of concept when useful to demonstrate value or reduce evaluation risk.
- Partner with Sales to qualify technical fit, scope proposed solutions, answer technical questions, and set clear expectations.
- Support customer technical evaluations, including architecture reviews, security and IT diligence, and implementation planning.
- Coordinate handoffs to Customer Success, implementation, and Engineering, remaining engaged as needed to support early adoption.
- Share customer feedback and recurring requirements with Product and Engineering, distinguishing account-specific requests from reusable product opportunities.
- Create and improve reusable demo assets, reference architectures, technical documentation, and playbooks.
Benefits
- Stock Option Plan (5–10 bps of equity)
- Health Care Plans (Medical, Dental, Vision, Short-term Disability)
- 90% coverage for individual + family
- Health & Wellness subsidy
- Retirement Plan (401k)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Work From Home (100% remote team)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
