Solutions Engineer SaaS

A platform that automates billing, revenue recognition, and SaaS metrics in one unified system. Having successfully built the product, the company is now scaling its core team and looking for curious, driven individuals excited to co-build its next phase.

About the Role

This role involves being the internal voice of the customer, partnering with Sales, Product, and Engineering to solve complex customer problems. The ideal candidate will bring genuine finance domain credibility, capable of engaging in thoughtful conversations with finance leaders on topics like revenue recognition, billing complexity, and close cycles, connecting these discussions back to product value.

Key Responsibilities

• Understand customer billing models and configure contracts, pricing, metering, and invoicing accurately.
• Translate complex business requirements into clear, structured workflows and setups.
• Design solutions for complex billing, revenue recognition, and reporting processes, focused on outcomes.
• Partner with Sales on live demos, sandbox setups, and RFP responses.
• Participate in discovery conversations with CTOs, CFOs, Controllers, VPs of Finance, and senior stakeholders, connecting customer needs to product's capabilities.
• Build and maintain demo environments that reflect real-world enterprise use cases.
• Act as the voice of the customer internally, sharing structured insights with Product and Engineering.
• Create clear handoff documentation when transitioning deals or use cases.
• Create customer-specific solution documentation and onboarding references.
• Contribute to internal knowledge bases, enablement material, and product documentation.

Qualifications

• 6–10 years of experience in Solutions Engineering, Pre-Sales, or Technical Consulting.
• CPA, or equivalent practitioner background in accounting, audit, financial operations, or ERP consulting.
• Hands-on experience of having done revenue recognition on Excel and/or ERP software.
• Deep familiarity with the finance function, understanding how controllers operate and what they care about (close cycles, rev rec, AR hygiene).
• Comfort supporting $75k+ deal cycles and multi-stakeholder buying processes.
• Hands-on experience supporting customers across global markets, especially North America.
• Strong communication and demo skills, explaining the 'why' behind a solution, not just the 'how'.
• Conceptual understanding of software/AI architecture and APIs, with the ability to reason through workflows and usage issues.
• Strong analytical thinking and a structured approach to problem-solving.
• High ownership, curiosity, and comfort operating in fast-moving environments.
• Willing to work standard US business hours (ET/PT) on weekdays.
• Hands-on experience with billing or order-to-cash workflows (Good to Have).
• Proven track record of owning implementation outcomes end-to-end (Good to Have).
• Prior experience at a fintech, billing, ERP, or RevOps SaaS company; NetSuite, Salesforce Billing, Zuora, Chargebee, or Recurly experience is directly relevant (Good to Have).