Solution Engineer

Requirements

• SaaS Product Expertise – Deep understanding of cloud-based software, APIs, and integrations commonly used in financial services.
• Financial Services Knowledge – Familiarity with banking, lending, compliance (e.g., KYC, AML), and financial regulations.
• Technical Troubleshooting – Ability to diagnose, debug, and resolve complex software issues. Basic knowledge of SQL, APIs, and ticketing systems (Zendesk, Salesforce, Jira) is a plus.
• Customer-Centric Mindset – Strong problem-solving skills with a focus on client success and retention.
• Process Improvement – Experience in optimizing support workflows, documentation, and self-service resources.
• Communication Skills – Ability to translate complex technical concepts into easy-to-understand terms for clients and internal teams.
• Proactive & Analytical – Always looking for ways to improve the customer experience.
• Empathetic & Patient – Understands the high-stakes nature of financial services.
• Adaptable & Fast Learner – Comfortable in a fast-paced SaaS environment.
• Detail-Oriented & Compliance-Aware – Recognizes the importance of security and regulations in fintech.
• EXPERIENCE REQUIRED
• 5+ years in SaaS professional services or client implementation/support, preferably in a B2B environment.
• Experience supporting financial institutions, fintech, or banking software.
• Three to five years of development experience and knowledge and understanding of JavaScript.
• Bachelor's degree in Computer Information Systems, or 4-7 years of experience in the field, or in a related area.
• Ability to analyze, design, and configure business processes via technology and integration.
• Strong communication skills, both written and verbal.
• Experience with various programming languages (HTML, CSS, MYSQL, Java, Python)
• Proven ability to manage support tasks and work cross-functionally with product and engineering teams.

Benefits