Solutions Engineer

Eltropy

. Provide technical expertise for pre-sales activities, including product demonstrations and customer presentations .

Posted 11/1/2026full-timeRemote • United StatesSeniorLead💰 $180,000 - $210,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing technical solutions and support for B2B SaaS platforms, with a strong focus on customer engagement and relationship management in the financial services sector. Proficient in designing integrations with banking systems and evaluating solution effectiveness.

Highest-signal resume keywords

Solutions EngineeringB2B SaaS Platform DemonstrationCustomer Relationship ManagementBanking Systems IntegrationProject Management Methodologies

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Technical ExpertiseSolution DesignCredit Union Software KnowledgeCCaaS TechnologiesUCaaS TechnologiesContact Center SolutionsAnalytical SkillsProblem-Solving SkillsTechnical TrainingDocumentation

Soft Skills

Excellent CommunicationInterpersonal SkillsTeam CollaborationRelationship Building

Certifications & Qualifications

Bachelor's Degree in Computer ScienceBachelor's Degree in Engineering

Industry Keywords

Financial IndustryOnline BankingCommunity Financial ServicesEmerging TechnologiesProfessional Services

About the role

Key responsibilities & impact

Provide technical expertise for pre-sales activities, including product demonstrations and customer presentations
Collaborate with customers, sales, product, architecture, engineering, and implementation teams to define technical requirements and create solution designs for professional services statements of work
Document agreed scope, technical requirements, and development timelines and communicate them to stakeholders
Work with partners and the professional services team to deliver projects on time, within budget, and to customer expectations
Develop and maintain client relationships as a trusted advisor and technical consultant
Design and plan phased integrations with banking systems, ensuring compatibility with customers' existing infrastructure
Monitor industry trends and emerging technologies in online banking, CCaaS, and UCaaS
Provide technical training and support to customers and internal teams
Evaluate solution effectiveness and identify improvement opportunities

Requirements

What you’ll need

Minimum eight years of experience as a Solutions Engineer
Experience with Credit Unions or in financial industry is a plus
Technical acumen to deep dive and demo complex B2B SaaS platform
Bachelor's degree in Computer Science, Engineering or related field
Proven experience as a Customer-Facing Solution Engineer or similar role
In-depth knowledge of credit union software market and banking systems
In-depth knowledge of top CCaaS and UCaaS vendor technologies serving the community financial services market
In-depth knowledge of contact center solution offerings and their related systems
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to work effectively in a team environment and build strong relationships with customers and stakeholders
Knowledge of project management methodologies
Willingness to travel as required