Remote Solutions Engineer — AI SaaS for Credit Unions

Eltropy

Chicago (IL)

Remote

USD 140,000 - 160,000

Full time

14 days+

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Job summary

Eltropy seeks an experienced Solutions Engineer to help credit unions deploy our AI-powered digital conversations platform. You will lead pre-sales demonstrations, design integrations, and collaborate across sales, product, engineering, and implementation teams.

You will stay current with CCaaS/UCaaS trends, train customers and internal staff, and ensure projects are delivered on time and within budget while building trusted advisor relationships with clients.

Qualifications

  • Minimum eight years of experience as a Solutions Engineer.
  • Experience with Credit Unions or in financial industry is a plus.
  • Technical acumen to deep dive and demo complex B2B SaaS platform.
  • Bachelor's degree in Computer Science, Engineering or related field.
  • Proven experience as a Customer- Facing Solution Engineer or similar role.
  • In-depth knowledge of credit union software market and banking systems.
  • In-depth knowledge of CCaaS and UCaaS vendor technologies serving community financial services.
  • In-depth knowledge of contact center solution offerings and their related systems.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work effectively in a team environment, and build strong relationships with customers and stakeholders.
  • Knowledge of project management methodologies.
  • Willingness to travel as required.

Responsibilities

  • Provide technical expertise to support pre-sales activities, including product demonstrations and presentations to customers.
  • Collaborate with customers, sales, product, internal architecture, engineering and implementation teams to define technical requirements and create solution designs for professional services statements of work.
  • Document agreed scope, technical requirements and development timelines, and ensure that they are communicated effectively to all relevant stakeholders.
  • Work closely with partners and the professional services team to ensure successful delivery of projects on-time, within budget, and to customer expectations.
  • Develop and maintain relationships with clients, acting as a trusted advisor and technical consultant for professional services.
  • Design and plan phased approaches to integrations with banking systems for customers, ensuring that they are compatible with the customer's existing infrastructure.
  • Keep up to date with industry trends and emerging technologies from online banking, CCaaS, and UCaaS providers, sharing knowledge and expertise with the team.
  • Provide technical training and support to customers and internal teams, as required.
  • Continuously monitor and evaluate the effectiveness of solutions and identify opportunities for improvement.

Skills

Pre-sales
Customer-facing
Technical demos
Collaborative
Travel-ready

Education

Bachelor's degree in CS/Engineering

Tools

CCaaS platforms
UCaaS platforms
CRM systems

Job description

Eltropy seeks an experienced Solutions Engineer to help credit unions deploy our AI-powered digital conversations platform. You will lead pre-sales demonstrations, design integrations, and collaborate across sales, product, engineering, and implementation teams.

You will stay current with CCaaS/UCaaS trends, train customers and internal staff, and ensure projects are delivered on time and within budget while building trusted advisor relationships with clients.

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