Solutions Engineer

• Lead technical discovery with prospects and customers: understand their workflows, systems, goals, constraints, and evaluation criteria.
• Deliver tailored product demos and technical walkthroughs that connect Neo.Tax capabilities to customer outcomes.
• Design and explain solution architectures, data flows, and integration approaches across systems such as project management, code repositories, HRIS, payroll, ERP, and data warehouses.
• Validate technical feasibility, data readiness, access requirements, and security or networking constraints; surface risks and dependencies early.
• Build lightweight prototypes, sample analyses, scripts, or proofs of concept when they help demonstrate value or de-risk an evaluation.
• Partner with Sales to qualify technical fit, scope proposed solutions, respond to technical questions, and set clear expectations.
• Support customer technical evaluations, including architecture reviews, security and IT diligence, and implementation planning.
• Coordinate effective handoffs to Customer Success, implementation, and Engineering, staying engaged as needed to support early adoption.
• Share customer feedback and recurring requirements with Product and Engineering, helping distinguish one-off requests from opportunities for reusable product capabilities.
• Create and improve reusable demo assets, reference architectures, technical documentation, and playbooks., * A pivotal growth stage: Join as Neo.Tax scales its enterprise business and builds repeatable ways to support complex customer evaluations.
• Meaningful customer impact: Help companies modernize costly, manual tax and accounting workflows with software and AI.
• Enterprise customer exposure: Work with customers including Adobe, Block, CapitalOne, Mercury, Whoop, and Thomson Reuters.
• Small team, big ownership: Shape how we qualify technical fit, demonstrate value, and carry customer insight back into the product.
• Greenfield opportunity: This is a founding role-you will be the first solutions engineer ever hired at Neo.Tax! Help develop the demos, proof points, and solution patterns that make a complex product easier to evaluate and adopt., * 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’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.

• 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.

Working model

• 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).

• Salary range: $170,000-$190,000
• Stock Option Plan (5-10 bps of equity)
• Health Care Plans (Medical, Dental, Vision, Short-term Disability)
• 90% coverage for individual + family
• Health & Wellness subsidy
• Retirement Plan (401k)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Work From Home (100% remote team), * 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.

Compensation Range: $170K - $190K

Neo.Tax helps companies automate complex tax and accounting workflows by connecting data across project management, payroll, identity, and financial systems. We’re looking for a Solutions Engineer to help prospective and existing customers understand how Neo.Tax can solve their problems and fit into their technical environments.