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Solutions Engineer

Skills
Software DevelopmentDiscovery ProcessPresentation SkillsPresentationsProduct DemonstrationTechnical PresentationsTechnical Requirements
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 5+ years experience as a Solutions Consultant Solutions Engineer Technical Consultant or other similar role in B2B enterprise software
  • Success working with large enterprise B2B clients particularly in financial services or other complex and/or heavily regulated industries
  • Deep knowledge of the life insurance industry including key processes regulatory requirements market trends and existing systems
  • Strong technical skills with experience in high-level software design and architecture (both front end and back-end) and systems integration
  • Excellent communication and presentation skills with the ability to convey complex technical concepts to non-technical stakeholders
  • Demonstrated ability to think creatively and flexibly
  • Strong problem-solving skills and a customer-centric mindset

Day to day

  • Engage with clients to deeply understand their business processes challenges and technical requirements
  • Conduct comprehensive needs assessments through meetings interviews and workshops with key stakeholders
  • Work closely with our Product Managers to document and translate client requirements into functional and technical specifications
  • Liaise between clients sales and success teams and product/ engineering teams to ensure clear communication and alignment on goals and timelines for discovery
  • Collaborate with the revenue team to understand client requirements and present tailored software solutions
  • Conduct product demonstrations workshops and technical presentations to showcase the value of our solutions to prospective clients
  • Act as a trusted advisor to clients providing technical insights and recommendations to address their challenges
  • Provide training and support to clients ensuring they are equipped to maximize the benefits of our software solutions
  • Support discovery process with internal teams ensuring that the right stakeholders are brought in to complete requirements-gathering
  • Prepare detailed documentation throughout the sales and discovery process to accelerate Bestow delivery teams
  • Collaborate closely with product management to document requirements and generate potential solutions
  • Maintain up-to-date plans to complete discovery requirements gathering for each assigned opportunity
  • Build and maintain partner-facing artifacts to aid discovery and requirements-gathering efforts
  • Identify opportunities for process optimization and recommend enhancements to improve efficiency and client satisfaction