solo.io

Solutions Engineer

• Act as the primary technical point of contact for accounts, developing a deep understanding of their specific use cases, architecture, and business goals.
• Take the lead on technical issue resolution, working with the support organization to ensure timely and effective solutions. When capacity allows, you will be expected to provide the primary effort on solving issues within your accounts.
• Proactively drive product adoption by identifying new use cases and opportunities for the customer to gain more value from Solo.io's product suite.
• Consult with customers on best practices for using Solo.io products within their environment.
• Develop and deliver training sessions and workshops for customers.
• Act as the customer's advocate within Solo.io, providing feedback to the product management and engineering teams.
• Collaborate with the account team to identify and manage risks and opportunities related to product adoption, renewal, and expansion.

Principal Solutions Architect

Customer Success Manager

• Build strong customer relationships with stakeholders and sponsors to ensure Solo's activities align to the customer's desired business outcomes
• Develop success plans aligned to your customers business goals
• Accelerate adoption and minimize customer churn through a programmatic approach that ensures regular touchpoints and guides the customer to value and success throughout the customer lifecycle
• Coordinate and orchestrate activities that solve complex situations working together with Solo's field and engineering teams
• Communicate the benefits of Solo's products and recommend solutions that align with the customers goals
• Manage multiple issues and coordinate the resources needed to resolve customer challenges efficiently
• Own a specific subset of your portfolio’s commercial renewals(gathering of licensable metrics, pricing/negotiation, quoting and order form generation, navigate to close)

Senior Customer Success Manager

Revenue Operations

• Build, maintain, and optimize data pipelines that support revenue, marketing, and customer analytics.
• Develop and maintain analytical models using dbt, ensuring data is reliable, well-documented, and reusable.
• Own data transformations and modeling logic across core GTM datasets.
• Partner with stakeholders to translate vague business questions into testable data models.
• Configure, monitor, and troubleshoot data syncs using various tools.
• Ensure data integrity across Salesforce, Marketo, and downstream analytics platforms.
• Gather requirements from business units and navigate incomplete or conflicting inputs.
• Document decisions, assumptions, and tradeoffs for learning.
• Ideate, hypothesize, and test solutions independently.
• Manage multiple projects and shifting priorities in parallel, performing end-to-end testing across systems.

RevOps Engineer

Financial Planning and Analysis

• Review and validate Salesforce opportunities for accurate product configuration, pricing, and required fields.
• Approve order forms and ensure all commercial terms, billing details, and legal requirements are accurate prior to signature.
• Manage the opportunity close process, including updating records, attaching documentation, and ensuring internal compliance requirements are met.
• Send license keys or provisioning details to the appropriate teams/customers post-close.
• Review Invoicing process, including approving transactions in Netsuite and verifying invoice details as well as trouble shooting invoicing issues
• Act as a point of contact for Sales for deal-related questions, policy clarifications, and order-form guidance.
• Support ongoing process improvements, documentation, and operational scalability as the company grows.
• Assist with ad hoc projects related to finance, systems enhancements, and cross-functional initiatives.

Principal Solutions Architect

Senior Customer Success Manager

RevOps Engineer

Deal Desk, Finance Analyst