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# Solutions Engineer

- **Company:** Eltropy Inc.
- **Location:** Santa Clara, CA, United States (Remote available)
- **Experience:** Expert
- **Salary:** $180,000 - $210,000
- **Contract:** Permanent contract
- **Skills:** Artificial Intelligence, Software as a Service, Online Banking, Information Technology
- **Published:** November 14, 2026
- **Apply:** https://www.careerbuilder.com/job-details/solutions-engineer-santa-clara-ca--7b4bc9c0-76e4-453e-bbcc-26bbe08228fd

## About the Role

Customer Relations, Credit Union, Software as a Service (SaaS), Artificial Intelligence (AI), Customer Experience, Pre-Sales, Product Demonstration, Sales Presentation, Technical Support, Sales, * Minimum eight years of experience as a Solutions Engineer.

 * Experience with Credit Unions or in financial industry is a plus.
 * Technical acumen to deep dive and demo complex B2B SaaS platform.
 * Bachelor's degree in Computer Science, Engineering or related field.
 * Proven experience as a Customer- Facing Solution Engineer or similar role.
 * In-depth knowledge of credit union software market and banking systems.
 * In-depth knowledge of top CCaaS and UCaaS vendor technologies serving the community financial services (community banks and credit unions) market.
 * In-depth knowledge of contact center solution offerings and their related systems.
 * Strong analytical and problem-solving skills.
 * Excellent communication and interpersonal skills.
 * Ability to work effectively in a team environment, and build strong relationships with customers and stakeholders.
 * Knowledge of project management methodologies.
 * Willingness to travel as required.

## Description

Eltropy is seeking an experienced Solutions Engineer who is passionate about helping credit unions create a best-in-class experience for their members through our industry leading AI communications platform. The ideal candidate is a highly skilled customer-facing Solution Engineer to work with our credit union customers as they select, customize, integrate and deploy our innovative SaaS digital conversations platform.

Role & Responsibilities:

 * Provide technical expertise to support pre-sales activities, including product demonstrations and presentations to customers.
 * Collaborate with customers, sales, product, internal architecture, engineering and implementation teams to define technical requirements and create solution designs for professional services statements of work.
 * Document agreed scope, technical requirements and development timelines, and ensure that they are communicated effectively to all relevant stakeholders.
 * Work closely with partners and the professional services team to ensure successful delivery of projects on-time, within budget, and to customer expectations.
 * Develop and maintain relationships with clients, acting as a trusted advisor and technical consultant for professional services.
 * Design and plan phased approaches to integrations with banking systems for customers, ensuring that they are compatible with the customer's existing infrastructure.
 * Keep up to date with industry trends and emerging technologies from online banking, CCaaS, and UCaaS providers, sharing knowledge and expertise with the team.
 * Provide technical training and support to customers and internal teams, as required.
 * Continuously monitor and evaluate the effectiveness of solutions and identify opportunities for improvement.