Solutions Engineer

As a Solutions Engineer, you will champion the technical pre-sales process ( 60% of your time) and then lead the initial phase of client implementation and design ( 40%), working as part of the go-to-market organization and collaborating closely with Product. You'll translate customer needs into tailored solutions, deliver compelling demos and proofs of concept, and ensure a seamless hand-off from sales to delivery to drive business growth and minimize churn.

Note: This role involves some limited travel (e.g. 1 trip/month) for client visits, internal teambuilding, and conferences/events., Pre-Sales Engineering (60%)

• Develop and deliver custom product demonstrations, PoCs, and technical presentations
• Gather and document detailed customer requirements, use cases, and success criteria
• Architect solutions that align customer workflows with our platform capabilities
• Build RFP and proposal responses, collaborating with Sales to position the right solution
• Leverage Postman (or similar tools) to design, validate, and demonstrate API interactions
• Serve as the technical liaison between the client, sales, and product teams

Client Implementation Phase 1 & Design (40%)

• Project manage implementations with leading customers across product and support teams
• Lead onboarding workshops and technical kickoff sessions
• Lead API integration activities and guidance sessions with customers
• Produce solution design documents, integration guides, and data-mapping specifications
• Configure APIs and platform settings to support use cases

Success Measures

• Ensure smooth hand-off from sales to delivery, driving positive first-year outcomes
• Contribute to growing the business by setting clients up for long-term success
• Minimize year 1 churn and downgrades through clear requirements and strong early engagement
• Provide ongoing feedback to product on features, usability, and roadmap priorities

Do you have experience in Sage?, Core Qualifications

• 5-7 years in a solutions-engineering, technical consulting, or similar customer-facing role
• Proven track record in both pre-sales cycles and/or leading client implementations
• Strong API & integration experience within a B2B environment, with hands-on use of Postman or equivalent
• Strong technical acumen and demonstrable solutions-focused delivery
• Proficiency in SQL and data analysis; ability to map and transform financial or accounting data
• Excellent verbal and written communication skills, able to engage technical and non-technical stakeholders
• Comfort working remotely and collaborating across time zones (North America and UK)

Nice-to-Haves

• Experience working with a series B+ B2B SaaS product
• Experience working within Financial Services
• Familiarity with commercial and/or asset-based lending workflows; and/or audit workflows
• Experience with ERP or accounting platforms (e.g., NetSuite, QuickBooks, Sage)
• Experience with audit software
• Experience with commercial lending software (e.g. Moody's, Solifi, etc.)
• Knowledge of basic security/compliance considerations

We're a team of passionate, data-driven people on a mission to help the accounting and financial services industries move faster with better data. Our platform is built to extract and standardise accounting data, making it easy for audit firms and financial institutions to securely connect to their customers' accounting packages. Validis is a B2B SaaS company with operations in the UK, US, and Australia. Our clients include the Big Four, global banks, and national firms who use Validis to streamline data collection. Validis has experienced significant growth since its inception and to support this, we are looking to expand our teams across a number of strategic areas.