Solutions Engineer
$100,000–$100,000 year
On-siteToronto, Ontario, Canada
Job Summary
Lead onboarding for new and existing customers, guiding them through integrations across banking, capital, cards, bill pay, and intelligence to ensure a smooth, confident experience from setup through adoption. Partner with Product, Engineering, and Customer Success to troubleshoot issues in real time, streamline handoffs, and create scalable processes that enhance the onboarding experience. Manage multiple projects simultaneously while translating complex workflows into clear action steps for finance and operations leaders. Identify opportunities to improve efficiency and customer experience across teams.
Required Qualifications
- 3+ years in onboarding, implementation, or solutions roles
- Experience in fintech, SaaS, or ecommerce
- Ability to explain technical concepts simply
- Ability to build trust with finance and operations leaders
- Process-driven mindset
- Detail-oriented approach
- Excellent organization skills
- Strong follow-through
- Ability to work with Product and Engineering to diagnose and resolve technical issues
- Quick learning ability
- Ability to understand APIs
- Ability to understand integrations
- Ability to understand financial systems
- Adaptability in a fast-moving, startup environment
- Collaborative mindset
Desired Qualifications
- Experience working in fintech
- Experience working in AI
- Experience working in early-stage startups
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