InfoSum

Solutions Engineer

• Collaborate with sales and product management teams to understand customer requirements and business objectives
• Design customized technical solutions that meet customer needs and align with company capabilities and product offerings
• Develop solution architectures, diagrams, and technical documentation to communicate design specifications and requirements effectively
• Configure, customize, and deploy technical solutions, leveraging company products, APIs, and third-party integrations as needed
• Conduct solution demonstrations, proof-of-concepts, and pilot projects to showcase functionality and validate solution feasibility
• Collaborate with software development teams to ensure seamless integration of customizations and enhancements
• Serve as a technical advisor and subject matter expert, providing guidance and support to customers throughout the solution lifecycle
• Conduct technical workshops, training sessions, and knowledge transfer sessions to empower customers to maximize the value of their solutions
• Troubleshoot technical issues, identify root causes, and implement effective solutions to resolve customer challenges
• Stay abreast of industry trends, emerging technologies, and best practices to continuously enhance solution offerings and capabilities
• Understand the advertising marketplace in terms of data collaboration and ad tech/mar tech
• Provide feedback to product management and development teams to inform roadmap prioritization and feature enhancements
• Contribute to the development and documentation of internal processes, tools, and methodologies to streamline solution delivery and support
• Understand and comply with InfoSum’s security and privacy policies, and be attentive to information security at all times in the performance of duties for InfoSum

• Lead a team of Solutions Engineers based in NYC to design, plan and execute data collaboration projects on InfoSum
• Be the utmost expert in the US on InfoSum’s complete technology solution and its integration points
• Validate prospective and current customer use cases and advise them on how to achieve their goals related to data collaboration
• Build and maintain relationships with senior technical leaders at Fortune 500 companies
• Design & present project plans based on customer goals that detail how projects will be executed, meeting the needs of all customers involved, with a high level of attention to technical details and would-be pitfalls
• Work closely with Customer Success throughout the execution of the project to accelerate project completion, ensure quality of customer experience and resolve technical barriers
• Work closely with Sales to support revenue growth through identification of opportunities to expand customer usage of InfoSum and by ensuring excellent customer satisfaction
• Create technical specifications to support customer operations, including data preparation, dataset onboarding, querying, API integrations and MCP integrations
• Create and improve shared templates for project planning, technical specifications, managed services, technical checklists, etc.
• Collaborate with Product and Engineering teams, relaying customer feedback to influence product development decisions and priorities
• Manage technical escalations, troubleshooting complex challenges, and coordinating with internal teams to deliver resolutions
• Design & improve approaches to training and educating new hires, brands, publishers, data providers and agency teams about the InfoSum technology
• Establish performance standards and personal growth plans and run performance reviews with all direct reports twice yearly
• Advocate and enforce InfoSum’s commitment to data privacy and excellence in security hygiene
• Identify technical and process barriers to success across the InfoSum Client Services organization and propose solutions
• Cultivate a team culture of curiosity, contribution, ownership and openness

Senior Director, Solutions Engineering

Customer Success Manager

• Drive day-to-day interactions with a defined set of partners
• Act as the client’s go-to advocate and navigate internal processes at InfoSum and the client to provide the best outcome for the client
• Deliver analytical insights to the client by providing actionable recommendations
• Track performance and success of platform use to ensure InfoSum is driving towards the best possible outcome for the client / their partners
• Create and establish go-to-market plans for premium accounts and each of its multiple use cases
• Plan and execute QBRs and regular meetings
• Run a reliable and organized account process that keeps InfoSum on top of deadlines and capable of seamlessly introducing new revenue growth initiatives
• Additional responsibilities as and when required by the business

• Lead and mentor the Solutions Engineering team, fostering a culture of technical excellence and customer-centric problem-solving.
• Partner closely with the Customer Success and Sales teams to understand client needs and provide technical solutions that drive adoption and value.
• Act as a strategic advisor to customers, guiding them on best practices for data collaboration, identity resolution, and platform integration.
• Oversee the implementation of InfoSum’s technology for new clients, ensuring seamless onboarding and integration with existing data ecosystems.
• Collaborate with Product and Engineering teams to relay customer feedback and influence product development priorities.
• Develop and refine technical documentation, best practices, and training materials to support customer onboarding and ongoing education.
• Ensure the team proactively identifies opportunities to expand usage, optimize performance, and drive long-term customer success.
• Support pre-sales activities, providing technical expertise during client engagements and helping to articulate the value of InfoSum’s platform.
• Manage technical escalations, troubleshooting complex challenges, and coordinating with internal teams to deliver resolutions.
• Drive continuous improvement within the Solutions Engineering function, refining processes to enhance efficiency and customer impact.

Solutions Engineer

Senior Director, Solutions Engineering

Customer Success Manager

Director, Solution Engineering