MoneyThumb
MoneyThumb
SolutionsEngineer
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Solutions Engineer at MoneyThumb. Skills: Solutions Engineering, Sales Engineering, API Integration, Customer Support. Serve as primary technical advisor. Help prospects understand solutions”
Industry & Context.
Troubleshoot complex technical issues; Resolve complex technical issues; Interpret technical requirements; Design effective solutions; Develop software; Debug complex issues; Analyze financial data; Analyze transactional data; Problem-solving; Analytical abilities; Critical-thinking abilities
Work outside normal hours, Occasional travel
What They're Looking For.
Must Have
Bachelor's degree in computer science, 3+ years experience customer-facing technical role, Experience working with APIs, Experience with SaaS platforms, Experience supporting enterprise customers, Experience working with JSON, Experience working with XML, Experience working with CSV data, Experience collaborating cross-functional teams, Experience working on government deals, Experience with RFPs, Experience with RFIs
Nice to Have
Lending experience, Business-lending experience, Mortgage-lending experience
What You'll Do.
Serve as primary technical advisor
Help prospects understand solutions
Help customers understand solutions
Help prospects evaluate solutions
Help customers evaluate solutions
Help prospects implement solutions
Help customers implement solutions
Guide customers through setup
Guide customers through integration
Guide customers through ongoing use
Collaborate with Sales team
Collaborate with Customer Success
Collaborate with Product team
Collaborate with Engineering teams
Develop solutions for requirements
Conduct product demonstrations
Conduct technical presentations
Conduct solution workshops
Answer customer questions
Analyze customer requirements
Recommend effective solutions
Gather customer feedback
Document customer feedback
Communicate customer feedback
Gather enhancement requests
Document enhancement requests
Communicate enhancement requests
Gather market requirements
Document market requirements
Communicate market requirements
Provide insight for documentation
Provide insight for implementation guides
Provide insight for knowledge base articles
Provide insight for customer-facing resources
Stay current on products
Stay current on industry trends
Stay current on competitive offerings
Stay current on emerging technologies
Contribute to process improvements
Enhance customer experience
Enhance operational efficiency
Enhance product adoption
Maintain customer interaction records
Maintain technical requirement records
Maintain project status records
Identify technical champions
Cultivate technical champions
Advance deal momentum
Reduce evaluation cycles
Maintain familiarity with competitive solutions
Serve as sales team resource
Handle technical differentiation
Handle objection handling
Own technical evaluation phase
Conduct scoping calls
Design proof-of-concept
Ensure clear technical decision point
Collaborate with sales leadership
Develop technical training
Enhance technical training
How You'll Work.
Team & Collaboration
Sales, Customer Success, Product, Engineering teams; Cross-functional teams; Customers and cross-functional teams
Communication Scope
Verbal communication; Written communication; Technical concepts explanation; Product demonstrations; Technical presentations; Solution workshops
Full Job Description
[https://app.ashbyhq.com/api/images/user-content/4b455c66-1bf5-4766-98dc-89e199bd868f/ffe3960a-c58e-49db-b547-d4526df6e1bc/Screenshot%202026-06-10%20at%201.46.49%E2%80%AFPM.png] JOB DESCRIPTION Position Title: Solutions Engineer Reports to: Director of Sales and Partnerships Supervises: N/A FLSA Status: Exempt POSITION SUMMARY The Solutions Engineer partners with prospective and existing customers to understand their business and technical needs, demonstrate the value of MoneyThumb solutions, and ensure successful implementation and ongoing adoption. This role bridges the gap between customer requirements and technical solutions, delivering expert guidance throughout the customer journey. ESSENTIAL DUTIES AND RESPONSIBILITIES ● Serve as the primary technical advisor throughout the customer lifecycle, helping prospects and customers understand, evaluate, and successfully implement company solutions. ● Guide customers through the successful setup, integration, and ongoing use of MoneyThumb APIs and technology solutions ● Collaborate with Sales, Customer Success, Product, and Engineering teams to develop solutions that address customer business and technical requirements. ● Conduct product demonstrations, technical presentations, and solution workshops for prospective and existing customers. ● Answer customer questions regarding system architecture, product capabilities, security, integrations, and technical best practices. ● Analyze customer requirements and recommend effective solutions that align with established product capabilities and best practices. ● Gather, document, and communicate customer feedback, enhancement requests, and market requirements to share with Product and Engineering teams. ● Provide insight for the development of technical documentation, implementation guides, knowledge base articles, and customer-facing resources. ● Stay current on company products, industry trends, competitive offerings, and emerging technologies. ● Contribute to process im
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