CData Software

Solutions Engineer

• Support sales executives in developing a deep understanding of client requirements.
• Deliver technical presentations and product demonstrations to existing and prospective customers.
• Take ownership of product implementation in client environments and partner with technical support to address issues in a timely manner.
• Integrate client feedback and partnership with the engineering team to help shape the product roadmap.
• Help identify market trends, use-cases and potential market opportunities and clearly relay this information to CData executive teams.
• In some cases, provide leadership to other Solutions Engineers which may require HR management as well as day-to-day workflow management
• Own and lead the technical sales activities within the sales process, including technical discovery, demonstration, evaluation, POC, and RFP.
• Take ownership and coordinate the largest and most complex RFP responses, deals or internal special projects.
• Develop a clear understanding of the customer's business and technical needs through discovery and research.
• Capture customer needs, requirements, and the customer’s desired future state.
• Tailor messaging to Clients based on their requirements and use cases.
• Actively mentor Solutions Engineering team members as needed.
• Deliver messaging to senior leaders and decision makers, both internal and external, on strategic topics
• Participate in the design and execution of Sales Enablement initiatives.
• Develop and maintain in-depth technical knowledge of the CData product portfolio.
• Develop and maintain in-depth knowledge of the competitive landscape.
• Apply emerging trends to advance sales and differentiate from competitors.
• Lead technical responses to Requests for Information (RFI) and Requests for Proposals (RFP).
• Contribute to our investment in product development with product feedback.
• Lead the customer relationship from the technical front being their consultative partner and liaison with tech support to ensure a smooth handoff.
• Technical Troubleshooting for customers and prospects as needed.
• Sharing knowledge across the team and the company.

Senior Solutions Engineer

Engineer

• Lead customer engagements
• Run technical discovery workshops with customer architects, data leaders, and AI teams, mapping data sources, MCP Workspace scoping, and agent tooling requirements
• Own the scoping for AI deployments with clear acceptance criteria around agent accuracy, data coverage, and governance
• Translate complex AI + data concepts into executive-ready architecture proposals; defend trade-offs to CxO-level stakeholders
• Architect AI data connectivity end-to-end
• Design solutions across Connect AI’s 350+ sources covering MCP server configuration, semantic context modeling, and governance integration
• Architect agent orchestration using Connect AI Toolkits, defining which data, schemas, and actions each agent can access in production
• Design governed access patterns for AI agents: RBAC, OAuth 2.1, semantic scoping, and audit-trail requirements
• Define AI Best practices using agents, skills and LLMs to drive successful customer outcomes
• Shape the evolution of the Connect AI platform through real-world deployments
• Identify architectural and product gaps during live enterprise engagements and partner with Product and Engineering to define scalable solutions
• Author technical specifications and implementation recommendations for Connect AI enhancements, including both features and core architectural improvements
• Build reusable reference architectures, deployment patterns, and MCP blueprints that reduce implementation friction and accelerate future customer deployments
• Translate recurring customer deployment challenges into scalable platform capabilities and architectural standards
• Mentor FDEs on AI integration patterns, semantic data modeling, and customer-facing technical delivery
• Serve as the first level technical escalation point for customer engagements
• Partner with Product, Engineering, Solutions Engineering, and Customer Success on architectural standards
• Codify field patterns into shared assets, playbooks, templates, sample agents, that the broader team can reuse (SE, CS, support etc.)

Principal Forward Deployed Engineer

• Embed with customer teams to deploy Connect AI, configure MCP servers, connect data sources, and validate agent workflows in production
• Build and test AI agent integrations using Connect AI Workspaces and Toolkits with correctly scoped data access
• Configure semantic context and governance layers for accurate, permission-aware agent responses across connected sources
• Build and ship AI integrations
• Write production code in Python, Java, or C# connecting customer systems to Connect AI via MCP, REST, OData, and CData drivers
• Implement the integration patterns and security configurations defined with the engagement architect
• Contribute to and reuse the FDE team's reference architectures, blueprints, and sample agents
• Build and deliver iterative solutions on a multi sprint cadence with weekly customer demos, validation checkpoints, and AI workflow refinement
• Own deployment health for your engagements, monitor MCP performance, troubleshoot agent accuracy, and ensure a smooth Customer Success handoff
• Triage and resolve production issues with appropriate escalation to the architect or product team
• Document product gaps and agent behavior patterns from the field; feed prioritized insights to the Connect AI product team
• Capture reusable patterns from your engagements, code snippets, deployment recipes, and troubleshooting notes that compound across the FDE team

Forward Deployed Engineer

Product Manager

• Define and own the end-to-end trial user journey for Connect AI, from first sign-up through activation milestones
• Establish and track a North Star activation metric along with supporting leading indicators (e.g., time-to-first-connection, queries run, sources configured)
• Build a deep qualitative and quantitative understanding of where and why users drop off during trial, and prioritize the highest-leverage interventions
• Design, ship, and iterate on in-product onboarding flows, tooltips, empty states, and packaged AI skills that accelerate time-to-value
• Collaborate with Design to create frictionless signup, configuration, and first-run experiences that reflect the power of Connect AI without overwhelming new users
• Identify and build “aha moment” experiences that drive users to their first meaningful outcome (e.g., first successful AI-assisted query, first live data connection)
• Own the growth experimentation roadmap for trial and activation; design, launch, and analyze A/B tests and multivariate experiments
• Work with Engineering to build a robust experimentation infrastructure and maintain a healthy pipeline of growth hypotheses
• Partner with Marketing on trial acquisition quality, in-app messaging, and lifecycle campaigns that drive activation
• Work with Customer Success to identify patterns from churned trial users and build product solutions that address root causes
• Own the data & analytics infrastructure for robust event instrumentation, cohort analysis, and funnel visibility across the trial lifecycle
• Define and maintain the growth roadmap for trial and activation, balancing quick wins with foundational platform improvements
• Write clear, actionable product specs and user stories; partner with Engineering to scope and deliver high-quality features on time
• Represent user and growth insights and influence broader Connect AI product strategy

Senior Solutions Engineer

Principal Forward Deployed Engineer

Forward Deployed Engineer

Senior Growth Product Manager