Case Status
SaaS
SolutionsEngineer
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“Solutions Engineer at Case Status. Skills: Product demonstrations, Discovery workshops, Business cases. Partner with Account Executives. Lead product demonstrations”
What You'll Achieve.
Win enterprise and mid-market law firm deals; Turns prospects into customers; Shapes our roadmap; Client satisfaction; Operational efficiency; Revenue growth; Improve their client experience; 5 star experience with their attorney
Industry & Context.
Travel as needed for on-site presentations, executive meetings, and industry conferences
What They're Looking For.
Must Have
1+ years of experience in a Solution Engineer, Sales Engineer, or technical pre-sales role at a SaaS company, Demonstrated ability to run discovery, map customer pain to product capability, and deliver presentations that move deals forward, Exceptional verbal and written communication skills, Comfort operating in a fast-moving, high-growth environment with significant autonomy, organizational discipline, Genuine passion for the customer experience
Nice to Have
3+ years as a high-performing Account Executive with technical aptitude and a desire to go deeper on the product side, Experience with legal technology, professional services SaaS, or vertical market software, Familiarity with CRM platforms (HubSpot preferred) and modern sales tooling
What You'll Do.
Partner with Account Executives
Lead product demonstrations
Conduct discovery workshops
Serve as internal product expert
Act as field intelligence resource
Manage technical proof-of-concept engagements
Support enterprise implementations
Maintain rigorous use of HubSpot
How You'll Work.
Team & Collaboration
Partner directly with Account Executives; Serve as a bridge back to the product team; Coaching AEs on demo delivery; Developing training materials for sales team; Stakeholder alignment with IT and operations leaders
Communication Scope
Exceptional verbal and written communication skills; Polished in an executive boardroom; Effective on a technical call
Full Job Description
Job Title: Solution Engineer Reports to: Chief Sales Officer Organization: Sales Team Job Summary: The Solution Engineer is a critical member of the go-to-market team, sitting at the intersection of sales, product, and customer success. You will partner directly with Account Executives to win enterprise and mid-market law firm deals — leading discovery workshops, delivering compelling product demonstrations, and building the technical credibility that turns prospects into customers. This is not a passive support role. You will own the technical narrative in the sales cycle, develop business cases, and help customers understand not just what Case Status does, but what it makes possible for their firm. You will also serve as a bridge back to the product team, bringing field intelligence that shapes our roadmap. Responsibilities Partner with Account Executives across the full sales cycle — from technical discovery through proof-of-concept, proposal, and close. Lead product demonstrations that are tailored to each firm's specific workflows, pain points, and technology stack, with particular depth on integrations (Clio, Filevine, Litify/Salesforce, MyCase, and others). Conduct discovery workshops with prospective customers to surface operational challenges, map current-state workflows, and frame how Case Status solves them. Build business cases and ROI narratives that connect platform capabilities to firm-level outcomes — client satisfaction, operational efficiency, and revenue growth. Serve as the internal product expert, coaching AEs on demo delivery and developing training materials that enable the broader sales team. Act as a field intelligence resource for the product team — documenting buyer objections, feature gaps, and competitive dynamics surfaced during the sales cycle. Manage technical proof-of-concept engagements, including setup, configuration, and customer-facing follow-through. Support enterprise implementations requiring deeper technical coordination, inc
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