Solutions Engineer
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Job Location:
Yearly Salary:
Posted on:
10 hours ago
Vacancies:
1 Vacancy
Job Summary
About Validis
Were a team of passionate data-driven people on a mission to help the accounting and financial services industries move faster with better data. Our platform is built to extract and standardise accounting data making it easy for audit firms and financial institutions to securely connect to their customers accounting packages. Validis is a B2B SaaS company with operations in the UK US and Australia.
Our clients include the Big Four global banks and national firms who use Validis to streamline data collection. Validis has experienced significant growth since its inception and to support this we are looking to expand our teams across a number of strategic areas.
About the role
As a Solutions Engineer you will champion the technical pre-sales process (60% of your time) and then lead the initial phase of client implementation and design (40%) working as part of the go-to-market organization and collaborating closely with Product. Youll translate customer needs into tailored solutions deliver compelling demos and proofs of concept and ensure a seamless hand-off from sales to delivery to drive business growth and minimize churn.
Note: This role involves some limited travel (e.g. 1 trip/month) for client visits internal teambuilding and conferences/events.
Key Responsibilities of the Solutions Engineer
Pre-Sales Engineering (60%)
Develop and deliver custom product demonstrations PoCs and technical presentations
Gather and document detailed customer requirements use cases and success criteria
Architect solutions that align customer workflows with our platform capabilities
Build RFP and proposal responses collaborating with Sales to position the right solution
Leverage Postman (or similar tools) to design validate and demonstrate API interactions
Serve as the technical liaison between the client sales and product teams
Client Implementation Phase 1 & Design (40%)
Project manage implementations with leading customers across product and support teams
Lead onboarding workshops and technical kickoff sessions
Lead API integration activities and guidance sessions with customers
Produce solution design documents integration guides and data-mapping specifications
Configure APIs and platform settings to support use cases
Success Measures
Ensure smooth hand-off from sales to delivery driving positive first-year outcomes
Contribute to growing the business by setting clients up for long-term success
Minimize year 1 churn and downgrades through clear requirements and strong early engagement
Provide ongoing feedback to product on features usability and roadmap priorities
About You
Core Qualifications
57 years in a solutions-engineering technical consulting or similar customer-facing role
Proven track record in both pre-sales cycles and/or leading client implementations
Strong API & integration experience within a B2B environment with hands-on use of Postman or equivalent
Strong technical acumen and demonstrable solutions-focused delivery
Proficiency in SQL and data analysis; ability to map and transform financial or accounting data
Excellent verbal and written communication skills able to engage technical and non-technical stakeholders
Comfort working remotely and collaborating across time zones (North America and UK)
Nice-to-Haves
Experience working with a series B B2B SaaS product
Experience working within Financial Services
Familiarity with commercial and/or asset-based lending workflows; and/or audit workflows
Experience with ERP or accounting platforms (e.g. NetSuite QuickBooks Sage)
Experience with audit software
Experience with commercial lending software (e.g. Moodys Solifi etc.)
Knowledge of basic security/compliance considerations
Key Skills
- Organizational Management
- Presentation Skills
- Agile
- SAFe
- AWS
- Solution Architecture
- Conflict Management
- Data Management
- Scrum
- Team Management
- Pre-sales
- Management Consulting
