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Customer Solutions Engineer
Skills
Customer Relationship ManagementCustomer RequirementsEngineeringHTMLJSONOnboardingSales
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 2–5 years in a technical customer-facing role
- Strong familiarity with CRM platforms such as Salesforce HubSpot and Pipedrive
- Experience with HR platforms such as Azure Active Directory Workday and Google Workspace
- Strong troubleshooting instincts
- Ability to explain workflows clearly to non-technical users
- Independent operator with a collaborative mindset
- Comfort working across Success Product and Engineering
- Ability to jump into live calls and solve blockers quickly
Nice to have
- Proactive
- Independent
- Collaborative
- Technical
- Customer-focused
- Adaptable
Day to day
- Serve as a flexible technical resource inside the Customer Success team, jumping into live customer calls to accelerate onboarding and unblock implementation issues.
- Guide customers through CRM integrations, field mapping, enrichment workflows, and lead routing logic with clear and confident support.
- Troubleshoot edge-case setups, recommend workable configurations, and translate customer needs into practical technical solutions.
- Share customer feedback internally, support teammates on product configurations, and help spread technical knowledge across the CX and GTM teams.