Solutions Engineer

Neo.Tax • Palo Alto, CA

9d • Remote

About The Position

Neo.Tax is seeking its first Solutions Engineer to help prospective and existing customers understand how its software can address their needs and fit their technical environments. This customer-facing, technically grounded role partners with Sales, Customer Success, Product, and Engineering to lead technical discovery, design solutions, deliver tailored demos and proofs of concept, and guide technical evaluations toward adoption. The role focuses on solution fit and adoption rather than ownership of production deployments or core product engineering.

The Solutions Engineer translates customer workflows and constraints into practical solution plans, communicates trade-offs clearly, validates technical feasibility, and brings recurring customer needs to Product and Engineering. The work includes customer conversations, demo and evaluation preparation, focused internal collaboration, and occasional travel for key customer engagements. Neo.Tax is a remote-first team and prefers time zones that overlap with its San Francisco headquarters.

Success involves quickly learning Neo.Tax’s product and customer workflows; independently leading discovery and demos for common use cases; creating reusable demo assets, proof-of-concept approaches, and reference materials; and providing actionable customer feedback across internal teams. The company describes this as a founding role with substantial ownership as it scales its enterprise business.

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 demos or lightweight proofs of concept; production software engineering experience is helpful but not required.
• 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 distinguish account-specific requests from broader customer needs.
• High ownership, sound 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.
• 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 demos and technical walkthroughs that connect Neo.Tax capabilities to customer outcomes.
• Design and explain solution architectures, data flows, and integration approaches across project management, code repositories, HRIS, payroll, ERP, and data warehouses.
• Validate technical feasibility, data readiness, access requirements, and security or networking constraints; identify risks and dependencies early.
• Build lightweight prototypes, sample analyses, scripts, or proofs of concept when they help 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, and remain 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)

What This Job Offers

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