Job Description
JOB DESCRIPTION
Position Title: Solutions Engineer
Reports to: Director of Sales and Partnerships
Supervises: N/A
FLSA Status: Exempt
POSITION SUMMARY
The Solutions Engineer partners with prospective and existing customers to understand their business and technical needs, demonstrate the value of MoneyThumb solutions, and ensure successful implementation and ongoing adoption. This role bridges the gap between customer requirements and technical solutions, delivering expert guidance throughout the customer journey.
ESSENTIAL DUTIES AND RESPONSIBILITIES
● Serve as the primary technical advisor throughout the customer lifecycle, helping prospects and customers understand, evaluate, and successfully implement company solutions.
● Guide customers through the successful setup, integration, and ongoing use of MoneyThumb APIs and technology solutions
● Collaborate with Sales, Customer Success, Product, and Engineering teams to develop solutions that address customer business and technical requirements.
● Conduct product demonstrations, technical presentations, and solution workshops for prospective and existing customers.
● Answer customer questions regarding system architecture, product capabilities, security, integrations, and technical best practices.
● Analyze customer requirements and recommend effective solutions that align with established product capabilities and best practices.
● Gather, document, and communicate customer feedback, enhancement requests, and market requirements to share with Product and Engineering teams.
● Provide insight for the development of technical documentation, implementation guides, knowledge base articles, and customer-facing resources.
● Stay current on company products, industry trends, competitive offerings, and emerging technologies.
● Contribute to process improvements that enhance customer experience, operational efficiency, and product adoption.
● Maintain accurate records of customer interactions, technical requirements, and project status within company systems.
● Perform other duties and responsibilities as assigned.
● Identify and cultivate technical champions within prospect accounts to advance deal momentum and reduce evaluation cycles.
● Maintain deep familiarity with competitive solutions and serve as a resource for the sales team on technical differentiation and objection handling.
● On complex deals own the technical evaluation phase of the sales process, including scoping calls, proof-of-concept design, and trial facilitation, ensuring prospects reach a clear technical decision point.
● Collaborate and partner with sales leadership to develop and enhance technical training, battlecards, and demo assets that enable the broader sales team to handle common technical questions independently.
WORK ENVIRONMENT AND PHYSICAL DEMANDS
The physical demands and work conditions described below are representative of those that must be met or encountered by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
● Remain seated at a workstation for extended periods of time
● Use a computer, keyboard, and other standard office equipment for extended periods while performing research, analysis, and written communication
● View and work from a computer monitor for extended periods of time
● Communicate effectively with customers, colleagues, and business partners via telephone, video conference, email, and in-person interactions
● Occasionally stand, walk, reach, bend, and stoop
● Work in an office or remote work environment with low to moderate noise levels
● Maintain the flexibility to work outside of normal business hours, including evenings and weekends, as business needs require
● Travel occasionally for customer meetings, conferences, training events, or other business related activities.
QUALIFICATIONS
Incumbents must demonstrate the ability to follow policies and procedures as established in MoneyThumb’s Employee Handbook. Incumbents will also contribute to a positive work environment by behaving and communicating in a manner such that they get along with all constituent groups, co workers, and management.
In addition, the education, experience, and other skills listed below are representative of the knowledge, skills, and/or abilities required.
EDUCATION
● Bachelor’s degree in computer science, information systems, engineering, or a related field, or equivalent practical experience
WORK EXPERIENCE
● 3+ years of experience in a Solutions Engineer, Sales Engineer, Technical Account Manager, Implementation Consultant, or similar customer-facing technical role
● Experience working with APIs, web services, and system integrations
● Experience with SaaS platforms and cloud-based technologies
● Experience supporting enterprise customers
● Experience working with JSON, XML, and CSV data
● Experience collaborating with cross-functional teams in a fast-paced environment
● Lending, particularly business-lending or mortgage-lending
● Experience working on government deals, RFP’s, RFI’s.
Job Description 2 Solutions Engineer Confidential – For Internal Use Only
June 2026
KEY SKILLS SET
Technical Skills
● Ability to troubleshoot and resolve complex technical issues
● Ability to interpret technical requirements and design effective solutions
● Experience developing software and debugging complex issues
● Strong understanding of code, APIs, database queries, data transformations, and system integrations
● Understanding of software architecture and cloud-based applications
● SQL and database knowledge
● Ability to analyze financial and transactional data
● Ability to learn and apply new technologies
Professional and Customer-Facing Competencies
● Ability to communicate clearly and effectively in English, both verbally and in writing
● Ability to explain complex technical concepts to technical and non-technical audiences
● Strong customer service, relationship-building, and stakeholder management skills
● Ability to gather, analyze, and translate customer requirements into actionable solutions ● Strong presentation, facilitation, and product demonstration skills
● Excellent problem-solving, analytical, and critical-thinking abilities
● Strong organizational, time management, and follow-through skills
● Demonstrated initiative and a proactive approach to identifying and solving problems
● Ability to learn, apply, and adapt to new technologies and business processes
● Ability to manage multiple priorities and projects in a fast-paced environment
● Strong collaboration skills and the ability to work effectively with customers and cross-functional teams
● Commitment to delivering an exceptional customer experience
● Ability to provide and receive constructive feedback in a professional manner
● Self-motivated with the ability to work independently and exercise sound judgment with minimal supervision
● Willingness to learn, grow professionally, and assume new responsibilities as business needs evolve
EQUIPMENT AND APPLICATIONS
● Java, Javascript, or PHP
● SQL
● SaaS APIs
CERTIFICATES/LICENSES/REGISTRATIONS
● None
Job Description 3 Solutions Engineer Confidential – For Internal Use Only
June 2026
