Solutions Engineer
About The Position
Posh is building AI solutions that help financial institutions serve their communities through digital and voice customer support and tools that augment staff. As a Solutions Engineer, you will be the technical lead for the sales team, helping community banks and credit unions evaluate how Posh’s conversational AI can improve customer service. You will partner with Account Executives, Client Expansion Managers, Product, Implementation, and Professional Services teams throughout the evaluation and sales process. You will own the technical relationship from initial discovery through close and implementation handover. This includes leading technical discovery and solution design, building tailored live demonstrations, managing vendor evaluations and security reviews, scoping integrations, and designing proofs of concept that demonstrate business impact. You will explain the platform and its value to audiences ranging from executives and contact center leaders to IT and security teams, while carrying prospect requirements to internal stakeholders and ensuring a clean handover at close.
Requirements
- At least 5 years of experience in a customer-facing solutions engineering, sales engineering, or solutions architecture role.
- Experience selling to or working with credit unions or banks, and familiarity with the financial institution technology and vendor ecosystem.
- A proven track record of partnering with Account Executives to win technical evaluations on complex, high-value deals.
- Hands-on technical ability and the capacity to confidently present recommendations and explain industry standards.
- Practical experience with REST APIs, webhooks, and event-driven integrations, including authentication, payloads, retries, and debugging.
- Strong demonstration-building and presentation skills, including tailoring demos to specific buyer personas.
- Ability to translate technical capabilities into clear business outcomes for technical and non-technical audiences.
- Comfort owning security reviews and compliance-heavy evaluations in highly regulated environments.
- A growth mindset and a resourceful, coachable, highly driven approach.
Nice To Haves
- Experience integrating with core banking systems such as Fiserv, Jack Henry, FIS, or Corelation, and digital banking platforms such as Q2, Alkami, or Banno.
- Experience integrating with telephony and contact center platforms, including SIP trunking, call transfer and routing, IVRs, and CCaaS systems such as Genesys, NICE, Five9, Amazon Connect, or Cisco.
- Exposure to conversational AI, voice AI, or LLM-based products.
- Based in the Boston, Massachusetts area and open to a hybrid work model.
Responsibilities
- Lead technical discovery and solution design with Account Executives from the first call through close and handover to implementation.
- Partner with the Client Expansion Manager to scope and close expansion opportunities involving how new products fit into existing deployments.
- Build and deliver live demonstrations tailored to each institution’s use cases, call drivers, and banking technology stack.
- Own the technical side of vendor evaluations, including RFPs, security questionnaires, vendor due diligence, and third-party risk reviews.
- Work with Professional Services leadership to scope integrations with telephony, contact center platforms, core banking, digital banking, and authentication systems, and set realistic delivery expectations.
- Design and run proofs of concept demonstrating measurable business impact, including call containment, self-service resolution, and agent efficiency.
- Explain the Posh platform to executives, contact center leaders, IT teams, and security teams.
- Partner with Product and Implementation teams, communicate prospect requirements to internal stakeholders, and hand off accounts cleanly at close.
Benefits
- Competitive salary, company equity, and retirement planning through a 401(k).
- Medical, dental, and vision insurance coverage.
- Fully paid parental leave.
- Flexible vacation policy.
- Dedicated annual professional development budgets and structured, meeting-free growth days.
- Monthly home office and wellness stipends.
- Paid volunteer time off.
- Regular team offsites.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
