Customer Success Solution Engineer

Job Summary

A company is looking for a Customer Success Solution Engineer.

Key Responsibilities

• Lead technical discovery engagements and solution design for customer automation opportunities
• Develop and maintain best practices, solution blueprints, and technical playbooks to enhance customer adoption
• Collaborate with cross-functional teams to drive account growth and improve customer retention

Required Qualifications

• Expertise in financial services systems, including compliance and risk workflows
• Experience with IT automation, workflow automation, RPA, or related technologies
• Strong understanding of enterprise IT architectures, including APIs and integrations
• Proven ability to identify upsell and cross-sell opportunities in a customer-focused environment
• Experience in collaborating across teams in a matrixed organization