Customer Excellence Engineer

Rillet

. Own the sales-to-Implementation handoff across Sales, Solution Consulting, and Implementation .

Posted 10/26/2026full-timeUnited StatesMid-LevelSenior💰 $110,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in solution consulting and implementation, with a strong ability to gather customer requirements and scope solutions effectively. Proficient in managing the sales-to-implementation handoff and delivering tailored demos using financial software like NetSuite or Workday.

Highest-signal resume keywords

Solution Consulting ExperienceImplementation ManagementNetSuite or Workday ProficiencyCustomer Requirements GatheringTechnical Subject-Matter Expertise

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Solution ArchitectureCustomer Requirements GatheringWorkflow ScopingRFP ManagementDemo CreationProcess ImprovementData IntegrationConfiguration ManagementSales SupportTechnical Concept Explanation

Soft Skills

InitiativeFeedback SeekingCross-Team CollaborationCommunication SkillsProblem-Solving

Tools & Technologies

NetSuiteWorkdaySandbox EnvironmentsDemo EnvironmentsReusable Templates

Industry Keywords

Sales-to-Implementation HandoffCustomer KickoffsSolution ConsultingFinancial SoftwareExceptional Performance

About the role

Key responsibilities & impact

Own the sales-to-Implementation handoff across Sales, Solution Consulting, and Implementation
Ensure scope, customer requirements, and commitments are clearly communicated before kickoff
Create standardized processes and handoff materials
Run retrospectives and collect feedback to improve the sales-to-implementation experience
Build and maintain sandboxes and demo environments using reusable templates, realistic data, and tailored workflows
Support sales conversations, demo Rillet, and guide prospects through sandbox evaluations and Q&A
Gather customer requirements and help scope workflows, data needs, integrations, and configuration
Own RFPs from start to finish, including responses, deadlines, supporting data, and subject-matter-expert coordination
Deliver smoother customer kickoffs, relevant demos, faster RFP responses, and continuous process improvements

Requirements

What you’ll need

Experience in solution consulting, solution architecture, or implementation
Experience with accounting or financial software such as NetSuite or Workday
Comfortable working with prospects, demoing a product, and serving as a technical subject-matter expert
Able to gather customer requirements, scope solutions, and connect business needs to product capabilities
Able to explain technical concepts clearly and work across customer-facing and technical teams
Takes initiative, seeks feedback, and follows through on closing gaps between teams
Legally authorized to work in the USA
Open to commuting to the NYC or San Francisco office, or willing to relocate to either location
History of exceptional performance

Benefits

Comp & perks

Equity
Competitive benefits supporting health, wellbeing, time away from work, family, and long-term financial goals
Team meals, events, and company gatherings
Meaningful ownership and opportunities to expand scope
Competitive pay
Variable compensation may apply depending on the role