Customer Solutions Engineer

present of AI; United States; Remote; USD 65,000 - 85,000; Full time

Job summary

Popl is seeking a hands-on technical helper within the customer success team. You’ll join live calls to set up new accounts, guide CRM connections, field mapping, and lead routing, and troubleshoot on the spot.

The ideal candidate has a few years of technical, customer-facing experience, knows CRM platforms, and can explain workflows clearly to non-technical users. Independence and collaboration with success, product, and engineering teams are essential.

Qualifications

• A few years of technical customer-facing experience.
• Strong knowledge of CRM platforms and workflows.
• Ability to explain complex workflows to non-technical users.

Responsibilities

• Join live calls to set up new accounts and walk customers through CRM connections.
• Guide field mapping and lead routing for customers.
• Troubleshoot issues and communicate effectively with success, product, and engineering teams.

Skills

CRM platforms

Technical customer-facing

Clear communication

Tools

Zapier

API basics

Job description

This role is a hands on technical helper inside the customer success team, joining live calls to get new accounts set up quickly and walking customers through CRM connections, field mapping, and lead routing. A strong candidate has a few years in a technical customer facing job, knows CRM platforms well, and can explain workflows plainly to people who are not technical. Independence and comfort working with success, product, and engineering teams matter more than managing a book of business.

How it fits the AI era

The platform uses AI to read badges and business cards, enrich contacts, and push clean leads into a CRM, so much of the routine data work is already automated. The engineer spends time on the harder parts: odd customer setups, tricky field logic, and explaining how the pieces fit. Judgement about what a customer actually needs and clear communication stay human.

How it builds AI experience

Working here builds familiarity with AI driven lead capture and enrichment and how that data lands in systems like Salesforce or HubSpot. A candidate can prepare by learning how CRM fields and routing work and by trying tools like Zapier or basic API and JSON handling. Understanding how enrichment output gets checked before it reaches a sales team is useful practice.

Worth showing

• CRM integration walkthroughs
• Salesforce or HubSpot setup
• Clear troubleshooting with customers
• Field mapping and routing
• Zapier or basic API work

This is our own read, written from the employer's posting and the company's Spotlight. The employer's posting is the source of truth for the role.

About Popl

AI that scans any event badge or business card, enriches the contact, and syncs it straight into a sales team's CRM, per the company.