Digital Onboarding, Inc.

Senior Solutions Engineer

Digital Onboarding, Inc.

full-time

Posted on:

Origin:  • 🇺🇸 United States

Visit company website
✨ AI Apply
Apply

Job Level

Senior

Tech Stack

AWSAzureCloudGoogle Cloud PlatformSQLTableau

About the role

  • Partner with sales executives throughout the sales cycle to communicate value via custom demos, solution architecture diagrams, and technical validation.
  • Design and prototype integrated solutions that address customer pain points, leveraging APIs, webhooks, and iPaaS workflows (Tray.io strongly preferred).
  • Lead technical conversations around data connections (SQL queries, SFTP, APIs, Webhooks), security protocols (OAuth, SAML, JWT, encryption), and implementation feasibility.
  • Participate in strategic deal reviews and account planning to bring a solution-driven perspective to high-value opportunities.
  • Work closely with the product team to maintain deep knowledge of technical aspects of new features and enhancements.
  • Collaborate with Partnerships, Solutions, and Product teams as a subject matter expert (SME) to scope and validate new integration possibilities.
  • Build and document sample Tray.io workflows to solve emerging use cases, train the solutions team, and package reusable assets.
  • Prioritize and triage solution requests from sales, customer success, and partners to ensure high-impact opportunities are supported.
  • Create and maintain modular, customizable demo environments aligned to common customer scenarios.
  • Develop demo flows, scripts, and integrations tailored to different market segments, showcasing the full value of the platform.
  • Contribute to enablement materials such as technical one-pagers, objection-handling guides, and discovery tools that support the field.
  • Train sales and solutions colleagues on demo execution, objection handling, API troubleshooting, and aligning technical value to buyer personas.
  • Document customer requirements and solution designs to ensure seamless handoffs from Sales to Implementation.
  • Support pre-sale and early post-sale technical blockers (data ingress/egress, data flows, security configurations, integration validation) to accelerate customer time to value.
  • Help refine a standardized handoff process between sales and implementations, ensuring consistent documentation and customer delight.
  • Act as a conduit between the field and internal teams by gathering and sharing customer feedback, market trends, and technical objections.
  • Partner with Product, Engineering, and Product Marketing to influence roadmap, messaging, and solution positioning.
  • Share insights with Customer Success to anticipate technical challenges, identify integration opportunities, and drive expansion.

Requirements

  • 5–7 years of experience in a technical pre-sales, solutions engineering, or technical consulting role, ideally in a SaaS environment.
  • Background in Fintech, or marketing automation is strongly preferred.
  • Deep understanding of APIs, webhooks, and systems integration, with hands-on experience testing and validating connections using tools such as Postman or Insomnia.
  • Knowledge of data ingress and egress methodologies (e.g., SFTP, API payloads, flat files, event-driven webhooks) with a solid understanding of relational databases and SQL querying.
  • Familiarity with cloud technologies (AWS, Azure, or GCP), particularly concepts such as IAM roles, API Gateways, and secure storage (e.g., S3).
  • Experience with iPaaS platforms for building workflows and integrations — Tray.io strongly preferred; Workato, MuleSoft, Zapier, or Make also relevant.
  • Proficiency with Business Intelligence tools (Metabase, Tableau, Looker, or similar) for creating, interpreting, and presenting reports.
  • Any programming experience is a huge plus, but not a requirement.
  • Strong ability to clearly communicate complex technical topics to both technical and non-technical audiences, with experience creating solution architecture diagrams (e.g., Lucidchart, Miro, or similar).
  • Working knowledge of authentication and security protocols (OAuth, SAML, JWT) and secure file transfers (SFTP, encryption standards).
  • Ability to scope, document, and communicate technical requirements in Statements of Work (SOWs), Proof of Concepts (POCs), and solution design documentation.
  • Demonstrated experience building and delivering compelling product demos tailored to buyer needs and aligned to business value.
  • Strong collaboration skills with Sales, Product, Partnerships, and Customer Success teams.
  • Excellent problem-solving and troubleshooting abilities, with a structured approach to diagnosing technical issues.
  • Customer empathy and a consultative, solution-first mindset.
  • Willingness to travel for client meetings, events, or team offsites as needed.
  • Must be based in the United States of America; the Company cannot extend employment offers to those outside the United States of America.