Brand New Role! - AI FinTech Heavyweight! - Solutions Engineer – Series B equity - $150k Base,[...]

ScoutLab.io; United States; Remote; USD 150,000 - 210,000; Full time

Job summary

A leading firm in the FinTech industry is seeking a Solutions Engineer to enhance the K-1 investment process. This fully remote role requires expertise in client relations and technical solutions, offering a competitive salary and bonus structure. Join a dynamic team dedicated to transforming financial experiences with innovative AI-driven technology.

Benefits

Fully Remote Opportunity

Benefits/401K

Growing Startup Culture

Qualifications

• Minimum 4 years in FinTech or accounting ecosystem.
• Minimum 2 years client-facing experience.

Responsibilities

• Work alongside Sales as the ultimate product expert.
• Assist prospects with Business Assessments.
• Collaborate with Sales, Customer Success, and Engineering.

Skills

Client-facing experience

Communication

Problem-solving

Interpersonal skills

Teamwork

Education

CPA

Tools

GAAP

IRS tax concepts

AI/ML concepts

Data analytics

APIs

SaaS software concepts

Job description

Brand New Role! - AI FinTech Heavyweight! - Solutions Engineer – Series B equity - $150k Base, Generous Bonus Structure -Remote – EST and CST Only

ScoutLab.io represents this Private Equity backed FinTech firm, that is rapidly disrupting the K-1 financial industry by transforming and digitizing the investor experience.

About the company

This 60-employee, Series B firm ($40 million in funding) is revolutionizing the K-1 investment space and is seeking a Solutions Engineer to help lead demos and assist in closing $250k plus deals with enterprise clients across the United States.

Creating an AI-driven technology that rapidly streamlines the K-1 production process for Producers, Recipients, and Tax-Exempt Organizations, we are now a trusted partner of over 6000 organizations.

Our goal is to help a traditional legacy industry (with legacy technology) transform from a PDF-based process to an all-digital experience with our pioneering AI-driven software.

In a world of investments that demand lower cost, less complexity, and greater control, our firm has the AI technology to help transform your business. From Institutional Investors, accounting firms, and higher education, to wealth management firms, private foundations, health systems, and all points in between. We have the technology to replace yesterday’s cumbersome analog processes with a digital solution that will give you back your most important commodity: your time.

About the role

• Solutions Engineer role, working from your home office. Fully remote but MUST live in the Eastern or Central time zone.
• $150k base salary, 20% bonus structure, 401k and equity round out the compensation.
• Minimum of 4 years of experience in FinTech or accounting firm ecosystem.
• Minimum of 2 years of client-facing experience in sales, client success, or engineering.
• CPA strongly preferred.
• Working knowledge of general accounting concepts such as GAAP, tax provisions, and private vs. public company financial reporting in addition to IRS tax concepts.
• Working knowledge of AI/ML concepts, data analytics, and APIs.

Official Job Description

Who We Are:

Our technology is used by the nation’s largest institutional investors, funds, and accounting firms, by bringing long-established solutions that are creating an all-digital K-1 experience. Our goal is to transform the K-1 industry by moving a traditionally PDF-based process to an all-digital experience via our software solutions. Join us at the start of something exciting!

Your Role:

As a Solutions Engineer, you’ll fill a key role in ensuring our prospects and customers have a high-quality sales experience by offering outside-the-box, innovative solutions to complex problems. We are strategic resources that provide support and leadership to sales in areas of strategy, solutioning, enablement, and pricing. Think of us as superheroes called into action when needed!

Responsibilities:

• Work alongside Sales as the ultimate product expert.
• Thoroughly understand all aspects of our platform to offer innovative solutions to complex problems.
• Be the trusted advisor to both prospects and customers to ensure they get the correct business value from our technology.
• Solution complex business and technical requirements and explain them in simple terms.
• Assist prospects and customers with Business Assessments (POCs, Pilots).
• Craft content to show customers how to leverage our software for specific use cases.
• Help eliminate bottlenecks by working cross-functionally (Sales, Customer Success, Support, Engineering) in order to get deals across the line.
• Contribute reusable assets to the Sales Engineering team and the company at large.
• Collaborate closely with Product Marketing, Product Management, and Engineering to share the voice of the customer feedback in order to influence our product roadmap and GTM strategies.

It's Truly a Match If You Have:

• 4-6 years of client-facing experience in an accounting firm or equivalent.
• 1-2 years of client-facing experience in sales, client success, product, engineering, or other technology or software-related fields strongly preferred in addition to accounting firm or equivalent experience.
• CPA is strongly preferred.
• Working knowledge of IRS tax concepts such as IRS Forms and applications, taxable income, and reporting.
• Working knowledge of general accounting concepts such as GAAP, tax provisions, and private vs. public company financial reporting in addition to IRS tax concepts.
• Working knowledge of AI/ML concepts, data analytics, and APIs.
• Working knowledge of SaaS software concepts.
• Business understanding of GTM sales teams and processes.
• Excellent verbal and written communication skills.
• Strong interpersonal and teamwork skills.
• Passion for technology and problem-solving.
• Able to make the complex sound simple!

Benefits and Perks:

• Fully Remote Opportunity
• Benefits/401K
• Growing Startup Culture