Remote Solutions Engineer, AI SaaS for Credit Unions

Eltropy

Santa Clara (CA)

On-site

USD 140,000 - 160,000

Full time

14 days+
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Job summary

Eltropy is seeking an experienced Solutions Engineer to help credit unions leverage our AI-driven SaaS platform for member engagements. You will customize, integrate and deploy our digital conversations solution in a customer-facing role.

You will collaborate cross-functionally with sales, product, engineering and professional services to design technical solutions, deliver demos, and ensure successful project outcomes. Remote work with occasional travel may be required.

Qualifications

  • Minimum eight years of experience as a Solutions Engineer.
  • Bachelor’s degree in CS, Engineering or related field.
  • Proven customer-facing SE or similar role.
  • Strong knowledge of credit unions and banking systems.
  • Experience with CCaaS and UCaaS vendors.

Responsibilities

  • Provide technical pre-sales support including demos.
  • Define technical requirements and create solution designs with teams.
  • Document scope, requirements, and timelines; communicate to stakeholders.
  • Ensure on-time, on-budget project delivery with teams.
  • Develop relationships with clients as technical advisor.
  • Design phased bank integrations compatible with client infra.
  • Stay updated on industry trends and share with team.
  • Provide technical training and support to customers and internal teams.
  • Monitor and evaluate solution effectiveness and identify improvements.

Skills

8+ years experience
Credit unions knowledge
Customer-facing
Analytical skills
Communication skills
Team collaboration
Project management
Travel readiness

Education

Bachelor's degree in CS/Engineering

Tools

CCaaS/UCaaS tech
Contact center tech

Job description

Eltropy is seeking an experienced Solutions Engineer to help credit unions leverage our AI-driven SaaS platform for member engagements. You will customize, integrate and deploy our digital conversations solution in a customer-facing role.

You will collaborate cross-functionally with sales, product, engineering and professional services to design technical solutions, deliver demos, and ensure successful project outcomes. Remote work with occasional travel may be required.

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