Post-Sales Solution Engineer

About the role

You will own the technical relationship for a portfolio of existing Pleo accounts, acting as the critical problem-solver for integrations, configurations, and platform value realization. This role requires you to diagnose complex technical environments and translate customer objectives into clear, actionable solutions that prevent churn and drive expansion. You will be the hands-on technical expert that customers call when standard processes hit their limits, ensuring seamless operations across their financial workflows. You will work closely with cross-functional partners to escalate and resolve gaps that put customer retention at risk, directly influencing product evolution. This position is about building a function from the ground up, where your diagnostic instincts and proactive thinking will define the standard for post-sales excellence. You will conduct tailored product demonstrations, presentations, and workshops that showcase the full power of Pleo's platform. You will develop and deliver technical proposals, RFPs, and API workshops that address specific customer integration challenges. You will understand customer objectives, technical environment, and accounting needs to craft targeted solutions. You will provide feedback and insights to product and engineering teams based on real-world usage patterns. You will turn complex, messy spend management problems into simple, effective outcomes for finance teams and employees.

Key facts

What you'll do

• Conduct tailored product demonstrations, presentations, and workshops for strategic accounts.
• Develop and deliver technical proposals, RFPs, and API workshops that clarify integration requirements.
• Understand customer objectives, technical environment, and accounting needs in detailed discovery sessions.
• Provide feedback and insights to product and engineering teams based on observed platform usage.
• Diagnose technical issues by peeling back layers of configuration and integrations to reach root cause.
• Translate ambiguous customer problems into clear solution paths that align with Pleo's platform capabilities.
• Manage a portfolio of accounts at different risk stages, prioritizing efforts based on impact and urgency.
• Partner with CSMs and Account Managers to align technical solutions with commercial objectives.
• Collaborate with Product and Engineering to close out technical gaps that drive churn risk.
• Establish health-check and audit processes that scale as the customer base and integrations grow.

Requirements

• 3+ years of experience in a post-sales, technical account management, or solutions engineering role working with live, existing customers, not purely a deal-cycle/presales background.
• In-depth understanding of B2B SaaS products, APIs and integrations, including hands-on configuration and troubleshooting.
• Familiarity with accounting principles & financial workflows to ensure solutions support real-world finance operations.
• Strong diagnostic instincts with the ability to get to the root cause of a technical problem quickly and turn it into a clear solution for the customer.
• Excellent prioritisation skills to manage a portfolio of accounts at different stages of risk simultaneously.
• A track record of cross-functional work with CS/Support and Product teams, and comfort operating without a fixed playbook in a function that's still being defined.
• The ability to communicate technical concepts clearly to both technical and non-technical stakeholders.
• A proactive mindset that anticipates issues before they escalate into churn risks for key accounts.

Practical notes

This role reports to the Solution Engineering leader and sits within a team of 7, working in close partnership with Customer Success, Account Management, and Onboarding. You will operate in an environment defined by rapid growth, 850+ colleagues from over 100 nationalities, and a mission to help all businesses 'go beyond' their spending potential. The position is full-time based in London, and you will be expected to work with high levels of autonomy while navigating ambiguity to build processes that do not yet exist. Success in this role will be defined by your capacity to turn technical challenges into moments of trust and growth for the customers you own.