Solutions Engineer

Résumé du poste

Lead the onboarding process for new and existing customers by guiding them through complex financial integrations and product adoption. Collaborate cross-functionally with Product, Engineering, and Customer Success teams to troubleshoot technical issues and streamline implementation workflows.

Détails du poste

Highbeam is building the future of business banking and cash management. Our platform combines AI agents, automated financial workflows, and integrated financial products that save brands time and money. Customers have generated billions in sales and include well-known brands such as Cuts, Tushy, Rocco, Sabah, Still Here, Alice Mushrooms, Original Grain, birddogs, and more. Our team includes alumni of Shopify, Square, Toast, Rippling, and McKinsey. We’ve raised $42M in equity from Acrew, FirstMark, Mayfield, and Two Sigma Ventures. About this role We're looking for a Solutions Engineer who brings three things: genuine technical curiosity with the initiative to act on it, the confidence to own a customer relationship end-to-end, and the operational discipline to never let things fall through the cracks. When a customer issue needs real solutioning — not a canned answer — you're the one who steps in: diagnosing the root cause, finding the right fix even if it's not the obvious one, and driving it to resolution, whether that means writing a doc, filing a bug, or flagging a product gap. You'll also turn that same instinct inward, building the internal tools and AI-powered workflows the team runs on. The hats change day to day, spanning pre- and post-sales solutioning, advanced technical support, and internal tooling; what stays constant is that you make customers' and teammates' lives easier. What you'll do Identify patterns across customers and translate them into crisp product feedback Triage and investigate bugs alongside Engineering — write coherent steps to reproduce, identify workarounds, and keep stakeholders updated Pick up the phone when a situation calls for it to provide one on one support — solving problems live with founders, bookkeepers, and CFOs Build internal apps and tools using AI to speed up internal processes and workflows What we're looking for Customer communication You own customer relationships, not just responses — comfortable, clear, and personable across email, chat, and phone High energy and genuinely enjoy people — customers come away from a conversation with you feeling better than when it started Detail-oriented in practice — you track open items, follow through, and close loops Problem solving Sharp pattern recognition: you notice when three customers hit the same wall and know whether it's a docs problem, a UX problem, or a product gap First line of defense on escalated technical issues — creative when a problem calls for it, disciplined enough to know when it doesn't Resourceful with tools — you'll find or build a way to solve a problem rather than wait for someone else to Technical aptitude Technical enough to investigate an integration issue, understand SQL/data, or wire together an automation without pulling in engineering You use AI tools to make yourself meaningfully faster — diagnosing engineering problems, gathering context across systems, and framing potential solutions engineers can act on Able to ship meaningful contributions to internal apps and tools, such as operations-enhancing admin applications Qualifications Bachelor's degree, technical field preferred, or equivalent hands-on experience 1–4 years in a customer-facing technical role — Solutions Engineer, Technical Account Manager, Support Engineer, or similar Excellent communication skills Bonus: you’ve worked around payments or finance ops - you understand how money moves and gets reconciled; at minimum, a genuine interest in business or personal finances You'll thrive at Highbeam if... You love working in-person with a high-performing team You enjoy working in an idea-meritocratic, low-ego environment You are proactive and self-directed, and you excel in ambiguous, fast moving environments You care about delivering a polished customer experience Bonus: You have experience working in fintech, AI or early-stage startups What we offer Competitive salary and meaningful equity Comprehensive health & benefits package Generous PTO $1K/year stipend to purchase our customers' products $100/mo wellness stipend Yearly offsite—last year we went to Mexico City! In-office perks: Commute covered and $20/day lunch stipend Great location: Our NYC office is in NoHo, a short walk from the A,C,E · B,D,F,M · N,Q,R,W · 1 · 6 trains. Our Toronto office is downtown near St. Andrew Station.

Ce que vous ferez

Lead the onboarding process for new and existing customers by guiding them through complex financial integrations and product adoption. Collaborate cross-functionally with Product, Engineering, and Customer Success teams to troubleshoot technical issues and streamline implementation workflows.

Exigences

Requires 3+ years of experience in onboarding, implementation, or solutions roles within fintech, SaaS, or ecommerce environments. Candidates must possess strong communication skills, technical proficiency with APIs, and the ability to manage multiple projects in a fast-paced startup setting.

Avantages

• Competitive salary • Equity • Generous PTO • Comprehensive health & benefits package • Lunch stipend • Commute stipend • Wellness stipend • Product stipend • Yearly offsite

Compétences indiquées

• Integrations · Souhaitée
• Troubleshooting · Souhaitée
• Gestion de projet · Souhaitée
• Process Improvement · Souhaitée
• Stakeholder Management · Souhaitée
• Onboarding · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Onboarding
• Implementation
• Solutions engineering
• Fintech
• SaaS
• Ecommerce
• Technical communication
• API
• Integrations
• Financial systems
• Project management
• Troubleshooting
• Process improvement
• Customer success
• Stakeholder management
• Technical Curiosity
• Customer Success Management
• Financial Technology (FinTech)
• Technical Issues
• Workflow Management
• Self-Discipline
• Follow Through
• Quick Learning
• AI Agents
• Application Programming Interface (API)
• Commercial Banking
• Cash Management
• Customer Service
• Software As A Service (SaaS)
• E-Commerce Management
• Finance
• Equities
• Sales
• Financial Services
• Financial Systems
• R (Programming Language)
• Scalability
• Operations
• Process Driven Development
• Product Engineering
• Purchasing
• Relationship Building
• Troubleshooting (Problem Solving)
• Detail Oriented

Domaines d’emploi

• Technology
• Finance & Accounting
• Software
• Customer Service & Support
• Engineering
• Solutions Engineer
• Software Developers