Solutions Engineer

Eltropy Inc.; Santa Clara (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Eltropy Inc. seeks an experienced Solutions Engineer to help credit unions create a best-in-class experience using our AI-driven communications platform.

You will provide pre-sales demonstrations, design technical solutions, and collaborate with sales, product, engineering, and professional services to ensure successful deployments and ongoing client success.

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.
• Proven experience as a Customer- Facing Solution Engineer or similar role.
• In-depth knowledge of credit union software market and banking systems.

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

Solutions Engineering

Communication skills

Analytical thinking

Team collaboration

Travel readiness

Education

Bachelor's degree in Computer Science, Engineering or related field

Job description

Eltropy is seeking an experienced Solutions Engineer who is passionate about helping credit unions create a best-in-class experience for their members through our industry leading AI communications platform. The ideal candidate is a highly skilled customer-facing Solution Engineer to work with our credit union customers as they select, customize, integrate and deploy our innovative SaaS digital conversations platform.

Role & 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.

What You Offer:

• 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 top CCaaS and UCaaS vendor technologies serving the community financial services (community banks and credit unions) market.
• 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.

About Eltropy (www.eltropy.com)

Eltropy is on a mission to disrupt the way people access financial services. Eltropy enables financial institutions to digitally engage in a secure and compliant way. Using our world-class digital communications platform, community financial institutions can improve operations, engagement and productivity. CFIs (Community Banks and Credit Unions) use Eltropy to communicate with consumers via Text, Video, Secure Chat, co-browsing, screen sharing and chatbot technology — all integrated in a single platform bolstered by AI, skill-based routing and other contact center capabilities.

Eltropy Values:

• Customers are our North Star
• No Fear - Tell the truth
• Team of Owners

Eltropy is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.