Customer Solutions Engineer Jobs
Customer Solutions Engineer jobs are open across SaaS, cloud infrastructure, cybersecurity, and fintech, from associate to principal level, with specializations in pre-sales engineering, technical account management, and API integrations. Find a role that fits from the openings below and apply directly.
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Customer Success Manager & Solutions Consultant
Remote (US) · Full-time
Compensation: $60,000–$80,000 base + competitive equity · $100,000–$120,000 OTE
About the Company
Our client is a Series A fintech company (founded 2017) building a decision-intelligence and compliance platform for independent wealth management and registered investment advisors — spanning portfolio risk analytics, compliance workflows, and advisor productivity. They’ve established strong product-market fit with mid-market and enterprise RIAs in a large ($100B) market, and they operate as a lean, high-accountability team where you’ll work closely with company leadership.
Founded 2017 · 11–50 people · Industry: FinTech
The Role
This is a deliberately rare hybrid seat that owns the full customer lifecycle. You’ll act as the technical subject-matter expert on sales calls — running live demos and handling objections in real time — and then own onboarding, adoption, and retention once the deal closes. Because the same person supports the deal and owns the account afterward, nothing gets lost at handoff. You’ll report to both the Head of Sales (pre-sale) and the Head of Customer Success (post-sale), and the role rewards someone with both the follow-through of a strong CSM and the composure of a sharp sales engineer.
What you’ll be doing
- Serve as the SME on demo and technical calls, running tailored product walkthroughs and fielding product, technical, and compliance objections live.
- Own new-client onboarding and training, taking firms from setup to confident daily usage within about 30 days of go-live.
- Run cadenced adoption meetings with key stakeholders to surface risk early, protect retention, and flag expansion opportunities with full technical context.
- Maintain deep product and domain mastery so advisors and internal teams treat you as the first call.
- Turn structured customer feedback into clear product requirements, with frequency, use case, and revenue impact.
- Build training content, knowledge base articles, and recorded walkthroughs that scale self-service.
Product suite & tools: A multi-product wealthtech platform (advisor, compliance, scanning, proposals, and IPS modules); HubSpot CRM; Gong.
Requirements
- At least 3 years in a customer-facing role at a wealthtech, advisor-tech, or compliance software company
- Able to lead live product demos and handle technical and compliance objections in real time — real subject-matter depth, not a script
- Strong fluency in RIA and compliance concepts, including ADV, fiduciary standards, and custodians
- A proven post-sale track record of onboarding, driving adoption, and retaining software clients
- Confident communicating with executive stakeholders, including CCOs and firm principals
- Based in the US
Nice to Haves
- A background that spans both pre-sale (solutions or sales engineering) and post-sale (CSM or onboarding) in one career
- Prior experience at a wealthtech or advisor-tech company
- Existing relationships with CCOs and other executive decision-makers at advisory firms
- Comfort building the playbook yourself in a lean, growth-stage environment
- HubSpot CRM fluency and familiarity with tools like Gong
- Familiarity with custodian ecosystems such as Schwab, Fidelity, and Pershing
Why Join
- A rare hybrid seat owning the client relationship end-to-end, from first demo through long-term retention
- A growth-stage company with strong product-market fit in a large, established market
- A lean, high-ownership team with direct exposure to leadership and real scope from day one
Details
- Location — United States
- Work policy — Fully remote, US-based
- Compensation — $60,000–$80,000 base + equity; $100,000–$120,000 OTE
- Visa sponsorship — Not available
- Employment type — Full-time
Customer Solutions Engineer Jobs by Experience Level
Top Cities Hiring Customer Solutions Engineers
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Find JobsCustomer Solutions Engineer Job Market
Who's Hiring
- Amazon Web Services42
- Fastly25
- Google19
- Westinghouse Electric Company4
- AbbVie3
Top Industries Hiring
- Technology & Software45
- Cybersecurity23
- Distribution & Wholesale10
- Artificial Intelligence5
- Electronics & Hardware3
What Employers Look For
The qualifications that appear most often in customer solutions engineer jobs.
- Bachelor's degree in computer science, engineering, or a related technical field
- Hands-on experience delivering technical product demos to enterprise or mid-market prospects
- Proficiency with APIs, cloud platforms such as AWS, Azure, or GCP, and integration workflows
- Strong verbal communication skills for translating complex technical concepts to non-technical buyers
- Experience building and presenting proof-of-concept solutions within a sales or pre-sales environment
- Familiarity with CRM tools and sales cycle processes, including discovery, evaluation, and close stages
Tips for Your Customer Solutions Engineer Job Search
Tailor your resume to the sales cycle
Customer solutions engineers sit at the intersection of sales and engineering, so your resume needs to show both. Quantify technical wins alongside revenue outcomes: deals closed, proof-of-concept success rates, and products expanded after your demos.
Highlight specific platforms you have demoed
Hiring managers scan for the tools you can demo on day one. List the platforms, APIs, or cloud services you have presented to prospects or walked through in technical evaluations, not just tools you have used internally.
Apply early to roles that fit
Migrate Mate lists customer solutions engineer openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter by product complexity not just industry
A solutions engineer role at a developer-tooling company demands different depth than one at an enterprise CRM vendor. When targeting openings, read the tech stack in the job description and match it against your strongest hands-on experience before applying.
Prepare a structured discovery call walkthrough
Many customer solutions engineer interviews include a live demo or mock discovery call. Practice walking an interviewer through a needs assessment and a tailored product demonstration, ending with a clear recommendation, the way you would in a real sales cycle.
Negotiate using total compensation not just base
Customer solutions engineer offers often include variable pay tied to sales quotas. When you receive an offer, ask for the on-target earnings breakdown, quota attainment rates from the prior year, and how the commission structure is applied before accepting.
Customer Solutions Engineer Jobs: Frequently Asked Questions
Which companies are hiring the most customer solutions engineers?
The companies hiring the most customer solutions engineers right now include Amazon Web Services, Fastly, and Google, with the largest share of openings in California, New York, and Texas, based on current listings on Migrate Mate as of August 2026. Demand is concentrated at SaaS and cloud infrastructure vendors scaling their pre-sales teams.
How many customer solutions engineer jobs are remote?
About 70% of customer solutions engineer openings are fully remote or hybrid as of August 2026, reflecting the role's compatibility with video-based demos and distributed sales teams. Pre-sales and technical account management specializations tend to offer the highest share of remote-eligible positions, while roles requiring on-site enterprise deployments are more likely to require in-person presence.
How do you become a customer solutions engineer?
Start with a technical foundation in software engineering, systems administration, or a related field, either through a degree or demonstrable hands-on experience. Move into a role with customer-facing exposure, such as technical support or implementation, then build skills in product demonstrations and discovery conversations. Developing comfort in sales environments and learning to communicate technical concepts to non-technical stakeholders is what separates strong candidates.
Can you get a customer solutions engineer job with little experience?
Yes, entry-level customer solutions engineer roles exist, particularly at growth-stage SaaS companies that prioritize technical aptitude and communication ability over years of experience. Build a portfolio of sample demos using publicly available tools or sandbox environments, contribute to open-source projects that show technical depth, and target associate or junior solutions engineer titles as your starting point.
What does the customer solutions engineer interview process look like?
The process typically includes an initial recruiter screen, a technical interview covering your knowledge of relevant platforms and integration patterns, and a mock demo or proof-of-concept presentation to a panel that often includes a sales manager and a senior engineer. Some companies add a written take-home case study where you scope a solution for a fictional prospect before the final round.
Where can I find and apply to customer solutions engineer jobs?
You can find and apply to customer solutions engineer jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your experience and specialization, then apply directly to each listing from the page.
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