Solutions Engineer

EviSmart™; Vancouver; On-site; CAD 110,000 - 150,000; Full time

Job summary

EviSmart is seeking a Senior Solutions Engineer to own onboarding for complex, multi-module LMS implementations in dental-lab workflows. You will map products to customer LMS and workflow from sales conversations through go-live, ensuring no signed customer is lost.

You will lead onboarding calls, coordinate with Sales, Product, and Customer Success, and track progress in HubSpot to keep timelines and KPIs on target.

Qualifications

• 5+ years in a Solutions Engineer, Implementation, or Technical Onboarding role at a B2B SaaS company.
• Experience mapping a product to a customer's existing systems/workflow (LMS, practice management software, or similar) during sales and onboarding.
• Comfortable leading onboarding calls independently, including with frustrated or uncertain customers.
• Strong cross-functional communication — able to translate customer needs to Product and Product constraints back to customers.
• Organized, with good CRM/documentation habits.

Responsibilities

• Map our product to the customer's LMS and workflow during the sales process, so what gets sold matches what can actually be delivered.
• Assist Sales with scoping complex, multi-module deals — identifying LMS setup, workflow steps, and requirements that will affect onboarding before the contract is signed.
• Support demos for complex accounts, tailoring them to how the customer's LMS and lab actually operate.
• Be the liaison between Sales and Product — when a customer's LMS or workflow doesn't fit how EviSmart works today, own that conversation and drive it to a resolution.
• Work with Customer Success to improve the onboarding process and keep customers satisfied throughout.
• Own and lead onboarding calls for complex, multi-module accounts, ending each call with a clear next step.
• Ensure every onboarding is completed within the timeline promised to the customer.
• Track onboarding status accurately in HubSpot so leadership always knows where each account stands.

Skills

Onboarding leadership

Cross-functional comms

CRM/documentation

SaaS onboarding

LMS mapping

Tools

HubSpot

Job description

EviSmart helps dental labs run their case workflow through three modules —Downloader, QC, and Case Entry. More and more customers are signing up for multiple modules at once, which makes onboarding more complex: each lab runs its own Lab Management System (LMS) and workflow, and our product needs to be mapped correctly to how they actually work.

We're hiring aSenior Solutions Engineerto own onboarding for these complex, multi-module accounts. This person ensures that EviSmart is scoped and configured correctly against each customer's LMS and workflow from the very first sales conversation through go-live — so onboarding is smooth, on time, and no signed customer is lost along the way.

About the Role

EviSmart helps dental labs run their case workflow through three modules —Downloader, QC, and Case Entry. More and more customers are signing up for multiple modules at once, which makes onboarding more complex: each lab runs its own Lab Management System (LMS) and workflow, and our product needs to be mapped correctly to how they actually work.

We're hiring aSenior Solutions Engineerto own onboarding for these complex, multi-module accounts. This person ensures that EviSmart is scoped and configured correctly against each customer's LMS and workflow from the very first sales conversation through go-live — so onboarding is smooth, on time, and no signed customer is lost along the way.

Key Responsibilities

• Map our product to the customer's LMS and workflowduring the sales process, so what gets sold matches what can actually be delivered.
• Assist Sales with scoping complex, multi-module deals— identifying LMS setup, workflow steps, and requirements that will affect onboarding before the contract is signed.
• Support demosfor complex accounts, tailoring them to how the customer's LMS and lab actually operate.
• Be the liaison between Sales and Product— when a customer's LMS or workflow doesn't fit how EviSmart works today, own that conversation and drive it to a resolution.
• Work with Customer Successto improve the onboarding process and keep customers satisfied throughout.
• Own and lead onboarding callsfor complex, multi-module accounts, ending each call with a clear next step.
• Ensure every onboarding is completed within the timeline promisedto the customer.
• Track onboarding status accurately in HubSpotso leadership always knows where each account stands.

Requirements

Must-Have

• 5+ years in a Solutions Engineer, Implementation, or Technical Onboarding role at a B2B SaaS company.
• Experience mapping a product to a customer's existing systems/workflow (LMS, practice management software, or similar) during sales and onboarding.
• Comfortable leading onboarding calls independently, including with frustrated or uncertain customers.
• Strong cross-functional communication — able to translate customer needs to Product and Product constraints back to customers.
• Organized, with good CRM/documentation habits.

KPIs & Success Metrics

• 100% retention of signed customers through onboarding— no signed customer is lost before go-live.
• Onboarding cycle time:reduce average time from signup to go-live from ~52 days to a target of25 days.
• On-time go-live rate:80% of accounts go live on the date promised at kickoff.
• Scope accuracy:75% of onboardings completed with no scope change.

30/60/90 Day Plan

This role starts as anindividual contributor. Successful completion of the 90-day plan below makes the person eligible to be considered forTeam Leadas the team grows.

Days 1–30: Learn

• Complete onboarding on EviSmart's product (Downloader, QC, Case Entry) and shadow current onboarding calls.
• Learn the most common Lab Management Systems and workflows our customers use.
• Review the last 6 months of onboarding tickets in HubSpot to understand where accounts typically stall.
• Shadow Sales on at least 2 complex, multi-module scoping calls.

Days 31–60: Contribute

• Independently scope and support at least 1 complex, multi-module deal alongside Sales.
• Own at least 2 onboarding accounts end-to-end, from kickoff through go-live.
• Start identifying and documenting recurring LMS/workflow mapping gaps for Product.
• Begin contributing to the onboarding playbook based on early account learnings.

Days 61–90: Own

• Independently own onboarding for all assigned complex, multi-module accounts.
• Hit or trend toward the core KPIs (on-time go-live, scope accuracy, retention, CSAT) on owned accounts.
• Deliver at least one process or playbook improvement adopted by the broader onboarding team.
• Present a 90-day review of owned accounts, including cycle time, retention, and lessons learned, to the manager.

Path to Team Lead

Successful completion of the 90-day plan — hitting KPI targets, demonstrating ownership of complex accounts, and contributing to team process — qualifies the individual to be considered forTeam Lead, taking on mentoring of newer Solutions Engineers and a greater voice in onboarding strategy. This is an opportunity to be evaluated, not a guaranteed promotion.