Customer Solutions Engineer

Balance; New York (NY); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Unlimited paid time off

Performance-based bonus

Equity opportunities

Job summary

A cutting-edge fintech company in New York is seeking a Customer Solutions Engineer to bridge the gap between enterprise customers and product teams. The role involves leading sales calls, delivering technical demos, and designing integrations. Ideal candidates have 3–5 years in customer-facing technical roles, strong API fluency, and excellent communication skills. The position offers competitive compensation of $120,000 – $150,000, a hybrid work model, and unlimited paid time off.

Qualifications

• 3–5 years of experience in a customer-facing technical role.
• Deep comfort with RESTful APIs and webhooks.
• Ability to communicate effectively between technical teams.

Responsibilities

• Join sales calls and lead technical discovery sessions.
• Scope and design integration architectures for prospects.
• Support customers through integration launch and troubleshooting.

Skills

Solutions Engineering experience

API fluency

Strong communication skills

Enterprise sales exposure

Self-directed

Tools

RESTful APIs

Webhooks

NetSuite

QuickBooks

Job description

We are looking for a Customer Solutions Engineer to serve as the technical bridge between our enterprise customers and our product and engineering teams. This is a presale/postsale role that blends hands‑on technical work with customer‑facing sales support.

You will join sales calls, support technical demos, respond to RFPs, and lead integration solutions for our customers. You will work alongside Account Executives and Account Managers, not independently manage accounts.

This role reports to the Customer Solutions Manager and sits within the Revenue organization.

What You’ll Do

• Join sales calls and lead technical discovery sessions with enterprise prospects
• Deliver live product demos and technical walkthroughs of Balance’s platform, APIs, and AI agent capabilities
• Scope and design integration architectures for prospects, mapping Balance’s APIs to their existing systems (ERPs, e-commerce platforms, custom backends)
• Author technical sections of RFP responses and security questionnaires
• Build proof‑of‑concept integrations and prototypes to accelerate deal closure
• Translate complex buyer technical requirements into clear internal specifications for Product and Engineering

Implementation & Customer Solutioning

• Support enterprise customers through integration launch, troubleshooting API issues, and unblocking technical blockers
• Provide structured product feedback based on recurring customer patterns, helping inform the roadmap

What We’re Looking For

• 3–5 years of experience in a Solutions Engineering, Sales Engineering, Technical Consulting, or similar customer‑facing technical role at a B2B SaaS or fintech company
• API fluency: deep comfort working across RESTful APIs, webhooks, and third‑party integrations. Language‑agnostic — we care about versatility over stack loyalty
• Familiarity with agentic AI: you understand how AI agents, LLMs, and agentic workflows are applied in enterprise software.
• Strong communicator: you can translate between enterprise customer technical teams and internal product/engineering teams with precision and minimal signal loss
• Enterprise sales exposure: you have participated in sales cycles with large, complex buyers and are comfortable in high‑stakes demo and discovery environments
• Self‑directed: you can manage ambiguity, prioritize across multiple deals, and operate without heavy oversight

Nice to Have

• Experience in B2B payments, lending, invoicing, or accounts receivable
• Familiarity with ERP systems (NetSuite, QuickBooks) and e‑commerce platforms
• Experience working with or building on AI agent frameworks (LangChain, LangGraph, custom agent pipelines)
• Background in writing technical documentation, integration guides, or developer‑facing content
• OTE: $120,000 – $150,000 (base salary + performance‑based bonus)
• Hybrid Work Model: 3 days per week in the office, 2 days remote
• PTO: Unlimited paid time off and company holidays
• Equity: Opportunity to receive stock options and share in the company’s growth
• Startup Environment: High ownership, fast‑paced culture, and the chance to build and scale core