Solutions Engineer

Lead the technical implementation of company products for new customers from kickoff to deployment
Own end-to-end technical project management for integrations and implementations, ensuring delivery against milestones
Act as a technical bridge between Sales, Onboarding, Customer Success, and Product Engineering teams
Partner with customers to understand technical requirements and tailor implementation approaches
Translate customer needs into technical configurations, mappings, and integration setups
Collaborate with Product and Engineering to improve implementation speed, reliability, scalability, and data connectivity
Troubleshoot implementation and integration issues and coordinate resolution with internal teams
Support and monitor integration support channels to assist existing customers
Test new and existing integrations and provide structured feedback to guide product investment decisions
Onboard new integrations and define custom data mappings and configurations
Gather customer and internal feedback to continuously improve implementation processes
Build and maintain relationships with partner platform stakeholders to align roadmaps and integration strategies
This role requires a combination of project management skills, technical expertise, and exceptional customer communication
This position has no supervisory responsibilities

2-5 years of software development experience in technical implementations, integrations, or delivery-focused roles
Experience with integrations in banking and/or the mortgage industry
Experience with CRM and marketing automation platforms
Experience with managing API (REST, SOAP)
Proficiency with HTML and CSS
Experience with data platform integrations (e.g., Salesforce, TotalExpert, Encompass, CDPs)
Ability to manage customer-facing technical implementations and project timelines
Ability to manage external technical partnerships and vendor relationships
Ability to communicate operational and strategic concepts to executive audiences
Experience creating prioritization frameworks with Product and Engineering teams
Strong communication skills in both spoken and written English

See also