Product/Operations: Customer Solutions Engineer - onsite
California — San Francisco
Full time
Our client is a fast-growing construction fintech AI startup building API and SDK infrastructure for the B2B software ecosystem. They are seeking Customer Solutions Engineers to own the full customer journey — from technical sales demos through hands-on implementation and long-term success.
This is a unique opportunity to become a deep product expert, build long-term enterprise relationships, and join a team scaling aggressively — reporting directly to the co-founder and CEO.
What You'll Do
Customer Discovery
Lead discovery calls and product demos with prospects, acting as the technical expert
Answer technical questions and position the product in the context of customer systems
Qualify fit, identify blockers, and advise on implementation details
Create and maintain customer-facing collateral and demo materials
Customer Onboarding
Own customer onboardings end-to-end from sales handoff through full implementation
Serve as the primary point of contact, configuring the product to meet each customer's specific needs
Train customers on integration, common actions, and edge case handling
Build strong relationships, identify churn risks, and surface upsell opportunities
Project Management
Manage 30+ concurrent implementations with detailed plans, timelines, and milestones
Troubleshoot issues with product and engineering teams
Proactively escalate implementation risks and work with cofounders to resolve them
Translate customer feedback into product roadmap input
Process Improvement
Build tooling, templates, and automation to scale onboarding across hundreds of customers
Create customer education materials to reduce manual effort
Define and own internal tracking mechanisms and KPIs for onboarding timelines
Key Requirements
1–5 years in a customer-facing role — consulting (McKinsey, PwC, Deloitte, Accenture) or customer success, implementation, ERP integrations, or solutions engineering at a VC-backed startup
1+ year at a VC-backed startup, top consulting firm, or otherwise elite company
Strong project management skills — comfortable managing 30+ implementations simultaneously
Ability to debug and troubleshoot methodically or strong aptitude to learn technical concepts
Hands-on B2B SaaS implementation experience preferred
Experience demoing SaaS software to prospects preferred
Familiarity with construction industry a plus
Accounting concepts experience a plus
Technical or CS degree a strong plus
Top 30 US/Canada undergraduate school a strong plus
Strong communication, people skills, and process orientation