Customer Solutions Engineer (Implementation & Integrations)

Banyan Infrastructure; San Francisco (CA); Hybrid; USD 150,000 - 175,000; Full time

Job summary

Banyan Infrastructure is seeking a Customer Solutions Engineer to join as the founding implementation hire on the Customer Success team. This hands-on, project-based role blends process design, systems thinking, and practical implementation to translate customer workflows into Banyan’s platform.

You’ll own end-to-end customer implementations and help build the implementation practice, including standard onboarding frameworks, playbooks, templates, and data mapping workflows.

Qualifications

• 5+ years in B2B SaaS implementations or related roles.
• Experience mapping customer processes into software workflows.
• Proven ability to design and refine onboarding practices at startup pace.

Responsibilities

• Own end-to-end implementations for new customers and major module rollouts.
• Serve as the primary technical contact during onboarding and integrations.
• Map customer processes to scalable Banyan workflows and data import paths.
• Configure platform modules, dashboards, and process flows to goals.
• Develop onboarding frameworks, playbooks, and templates.

Skills

B2B SaaS

Process mapping

Data architecture

APIs

Workflow automation

Project management

Communication

Startup mindset

Education

Bachelor's degree

Job description

Banyan Infrastructure is on a mission to unlock the trillions of dollars needed to finance the renewable infrastructure revolution. We are a dynamic fintech company providing a cutting-edge software solution that empowers banks, funds, and other financial institutions globally to efficiently invest in sustainable projects and achieve their net-zero targets. Join us in building the future of green finance.

Why Join Us?

We’re looking for a Customer Solutions Engineer to join Banyan as the founding implementation hire on the Customer Success team. This role blends process design, systems thinking, and hands-on implementation to translate customer workflows and data into scalable solutions within the Banyan platform.

You will own complex customer implementations end to end while also designing and operationalizing Banyan’s implementation practice, including the processes, playbooks, tools, and templates that enable successful customer onboarding and expansion as we grow.

This is a hands-on, project-based role. You will engage deeply during onboarding and major module deployments, then transition out once solutions are live and stable, with re-engagement as new modules, integrations, or complex use cases arise. This is a true builder role with outsized impact on how Banyan delivers value to customers.

We value curiosity, collaboration, and a constant drive to raise the bar, and we are committed to fostering a supportive, inclusive team.

What You’ll Do:

Own Customer Implementations

• Own and drive end-to-end implementations for new customers and major module rollouts
• Serve as the primary technical point of contact during onboarding and complex integrations
• Map customers’ existing business, financial, and operational processes and translate them into streamlined workflows within the Banyan platform
• Map and validate data from disparate customer systems into clean, scalable data import processes and reporting views
• Configure platform modules, dashboards, and process flows aligned to customer business goals
• Ensure data accuracy, integrity, security, and scalability throughout the implementation process

Build the Implementation Practice

• Design standardized onboarding frameworks and implementation project plans
• Create reusable playbooks, templates, tools, and implementation documentation
• Define best practices for process alignment, data mapping, validation, reporting, and handoff to Customer Success Managers
• Continuously refine implementation approaches based on customer learnings and scale needs
• Partner closely with Customer Success Managers to ensure smooth post–go-live transitions and product adoption

Collaborate Cross-Functionally

• Collaborate with Sales Engineer to inform pre-sales solution designs and plan for post-sale implementations
• Collaborate with Product and Engineering to share customer insights and recurring implementation patterns
• Inform product roadmap decisions with real-world customer workflow and implementation feedback

What You’ll Bring:

• 5+ years of experience in B2B SaaS implementation, solutions delivery, or solutions consulting roles
• Demonstrated experience mapping customer processes and translating them into software workflows
• Experience building, scaling, or significantly refining implementation or onboarding practices in a startup, early-stage, or high-growth SaaS environment
• Strong expertise in data architecture, APIs, workflow automation, data mapping, transformation, and validation
• Proven project management skills with the ability to drive complex, multi-stakeholder implementations from discovery through go-live
• Excellent communication skills, with the ability to guide customers through both process change and technical configuration
• Startup mindset with comfort operating in ambiguity, building structure, and owning outcomes

Education: Bachelor's degree required

Bonus Qualifications:

• Strong proficiency with core financial principles and complex financial data sets.
• Experience with project finance or infrastructure workflows is strongly preferred.

Why you’ll love it here:

• Work at the forefront of sustainable finance and climate impact
• Engage with mission-driven institutions deploying real-world infrastructure projects
• Solve complex technical and operational challenges with tangible outcomes.
• Shape customers’ first deep impressions of the Banyan platform and directly influence the company’s long-term success

How we’ll support your growth and success:

• Opportunity to design and scale Banyan’s implementation function from the ground up
• Clear growth paths as a senior IC, domain expert, or future people leader based on your interests
• Close collaboration with founders, executives, and cross-functional teammates
• Ongoing learning and professional development opportunities

Reporting & Location:This role reports to VP, Customer Success and is a hybrid position based in our San Francisco office (3 days in office/2 remote).

Compensation:$150,000 - $175,000 base salary, commensurate with experience, plus incentive bonus based on performance and meaningful equity.

Visa Sponsorship: At this time, Banyan is unable to provide H1B visa sponsorship for this position.

Our benefits package is designed to allow team members to be their best selves, in and out of the workplace. In addition to top tier health plans and at work meal offerings, we prioritize your well-being and growth through professional development, parental leave, a flexible time off policy, and flexible work. Our headquarters is centrally located between Bart and Caltrain in San Francisco, CA.

Confidence can sometimes hold us back from applying for a job. We'll let you in on a secret: there's no such thing as a 'perfect' candidate. We believe diverse perspectives and backgrounds are critical to building great technology. Our goal is to cultivate an environment where people feel valued and respected. So, however you identify and whatever background you bring,

Banyan is an equal opportunity employer.