Remote Solutions Engineer, AI SaaS for Credit Unions

Eltropy; Santa Clara (CA); Remote; USD 140,000 - 160,000; Full time

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.