Solutions Engineer

About the role

Highbeam is seeking a Solutions Engineer to facilitate customer onboarding and product integration. This role involves bridging the gap between clients and internal teams, ensuring a smooth setup and adoption process for our financial platform. You will apply technical understanding and a customer-focused approach to guide new and expanding clients.

Key facts

What you'll do

• Lead the onboarding journey for new and existing customers, ensuring a confident and successful transition from setup to full use.
• Guide clients through various integrations, including banking, capital, cards, bill payment, and intelligence features.
• Collaborate with Product, Engineering, and Customer Success to resolve issues and improve handoff procedures.
• Develop and refine onboarding processes, documentation, and checklists to support company growth.
• Manage multiple onboarding projects concurrently, keeping clients informed and assured.
• Act as a trusted advisor to customers, simplifying complex workflows into clear, actionable steps.
• Identify opportunities to enhance efficiency and customer satisfaction across different teams.

Requirements

• At least 3 years of experience in onboarding, implementation, or solutions roles.
• Strong communication skills, able to simplify technical concepts and build trust with finance and operations leaders.
• A process-oriented and detail-focused individual with excellent organizational skills and follow-through.
• Comfortable collaborating with Product and Engineering to diagnose and resolve technical issues.
• A quick learner capable of understanding APIs, integrations, and financial systems.
• Adaptable and collaborative within a fast-paced, startup environment.

Nice to have

• Experience in fintech, AI, or early-stage startups.

Skills & tools

• Fintech
• SaaS
• Ecommerce
• APIs
• Integrations
• Financial Systems

Practical notes

• This role is for an in-person position.
• Benefits include competitive salary, meaningful equity, generous PTO, comprehensive health & benefits, and stipends for lunch, commute, wellness, and customer product purchases.
• The company holds a yearly offsite event.