neo-tax - Solutions Engineer

• Experience in Solutions Engineering, Sales Engineering, technical consulting, implementation, or another customer-facing technical role. • Strong technical fundamentals and the ability to reason about APIs, integrations, data flows, and enterprise software environments. • Comfort working with data-heavy workflows and evaluating data quality, mapping, and integration requirements; SQL or scripting experience is helpful. • Ability to assess technical feasibility and explain architecture, security, and implementation trade-offs without overpromising. • Ability to build clear, focused demos or lightweight proofs of concept; production software engineering experience is helpful but not required. • CUSTOMER-FACING AND PROBLEM-SOLVING SKILLS • Excellent written and verbal communication with both technical and non-technical audiences. • Strong discovery skills: you ask focused questions, clarify what success means, and turn ambiguous needs into a practical solution plan. • Product sense and judgment to identify when a customer request is specific to one account versus representative of a broader need. • High ownership, sound follow-through, and comfort managing multiple evaluations and stakeholders. • Empathy for customer workflows and the ability to build trust through clear, accurate communication. • Experience supporting enterprise SaaS evaluations or complex, multi-stakeholder sales cycles. • Familiarity with accounting, tax, finance, fintech, or R&D workflows. • Experience with data integrations, ETL/ELT, SQL-heavy systems, or common enterprise platforms. • Familiarity with AI/ML products and how to explain their capabilities, limitations, and data requirements. • Experience navigating enterprise security, privacy, compliance, or networking reviews, including SOC 2 environments or private-network requirements. • HOW YOU’LL BE EVALUATED • Ability to quickly understand a customer’s domain, workflow, and technical environment. • Quality of technical discovery and the clarity and accuracy of proposed solutions. • Ability to deliver relevant demos and proofs of concept that help customers evaluate value and feasibility. • Judgment in setting expectations, surfacing risks, and moving evaluations toward clear next steps. • Execution under constrained timelines: deliver a clear, technically sound evaluation and proof of value under customer deadlines without compromising accuracy or setting unrealistic expectations. • Communication and stakeholder management across customers and internal teams. • Quality of customer feedback and reusable materials that improve the product and future evaluations. • You’ll collaborate closely with Sales, Customer Success, Product, Engineering, and customer teams. • Expect a mix of customer-facing conversations, demo and evaluation preparation, and focused internal work. • You may occasionally travel for key customer engagements (frequency TBD). • Ownership-oriented: You keep evaluations moving, follow through on commitments, and make the next step clear. • A proactive communicator: You summarize what you heard, surface risks early, and ask clarifying questions instead of making assumptions. • Customer- and business-aware: You connect technical choices to customer outcomes and commercial priorities. • Pragmatic: You explain trade-offs and recommend a workable path rather than defaulting to a perfect-on-paper solution. • Comfortable with ambiguity: You can learn a customer’s environment quickly and make progress without a complete spec. • WHAT IT’S LIKE TO WORK HERE • You’ll work across Sales, Customer Success, Product, and Engineering, with a direct line from customer conversations to product feedback and go-to-market improvements. • We’re remote-first and prefer time zones that can overlap with our San Francisco, CA headquarters. Key customer engagements may occasionally require travel. • We actively experiment with AI tools and workflows; we value using them to accelerate thoughtful work, not as a substitute for technical judgment. • A typical day may include preparing a tailored demo, leading technical discovery, building a lightweight proof of concept, documenting risks and next steps, and sharing recurring customer feedback with the team. • WHAT SUCCESS LOOKS LIKE IN 90 DAYS • You understand Neo.Tax http://Neo.Tax’s product, customer workflows, and the technical patterns that commonly come up in evaluations. • You can independently lead discovery and tailored demos for common use cases, clearly explaining fit, requirements, and limitations. • You’ve built or improved reusable demo assets, proof-of-concept approaches, or reference materials that help customers evaluate value and feasibility. • You’ve established strong working relationships with Sales, Customer Success, Product, and Engineering and provide clear, actionable customer feedback. • WHO SHOULD NOT APPLY • People who want a purely internal engineering role and do not enjoy regular customer interaction. • People who need fully specified requirements before they can make progress. • People who overpromise, avoid surfacing risks, or struggle to explain technical trade-offs clearly. • People who treat every customer request as a one-off build instead of looking for repeatable product or solution patterns.