解决方案工程师
Solutions Engineer
公司简介
我们正在用尖端技术重塑税务软件领域，旨在简化并优化复杂的税务流程。我们的平台为商业和税务专业人士提供智能、自动化的解决方案，减轻行政负担，并轻松实现合规。作为一家致力于创新的SaaS公司，我们把人工智能和自动化融入客户体验的每个方面，确保客户获得一流的支援和赋能。加入我们，一起重新定义税务软件公司如何与客户互动并提供支持！
职位描述
我们正在重新定义会计事务所在税务季节的处理方式——为复杂的申报流程带来自动化、结构化和信心。作为解决方案顾问，你将在帮助事务所快速上手、有效使用平台并从第一天就最大化其价值方面发挥关键作用。
你对税务流程、多实体运营以及事务所面临的实际限制有深入的理解。你在与客户的直接互动中表现出色——无论是销售过程中的演示，还是引导事务所完成入职里程碑，或是在高风险情况下以清晰和同理心应对。你不需要负责长期的关系管理，但你会确保每段关系都有良好的开端。
你的使命是通过具有说服力、与工作流程相匹配的演示来推动销售过程中的信心，然后通过清晰、有针对性的培训引导新客户完成入职。你通过确保客户了解该平台如何融入他们的税务流程、信任它在关键截止日期上的表现，并实现有意义的早期成果，为留存打下基础。
成功的表现
- 通过针对性的演示和售前支持提高新客户的转化率
- 通过结构化的入职执行提高实施成功率并缩短首次价值时间
- 通过有效的培训提升客户信心，改善申报准备度和满意度
- 识别并揭示早期风险或赋能缺口，并向客户经理反馈
- 通过主动引导客户完成设置、培训和使用里程碑来减少升级
- 向销售、产品和客户经理提供反馈以改进入职体验
职责
销售赋能与演示执行
- 根据客户的税务流程、实体结构和季节性需求进行定制演示
- 在销售过程中协助处理异议和答复RFP
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About the Company
We are transforming the tax software landscape with cutting-edge technology designed to simplify and streamline complex tax processes. Our platform delivers intelligent, automated solutions for businesses and tax professionals, reducing administrative burdens and ensuring compliance with ease. As a SaaS company dedicated to innovation, we integrate AI and automation into every facet of our customer experience, ensuring our clients receive best-in-class support and enablement. Come join us in redefining how tax software companies engage with and support their clients!
About the Role
We're redefining how accounting firms handle tax season — bringing automation, structure, and confidence to complex filing workflows. As a Solution Consultant, you play a critical role in helping firms get up and running, use the platform effectively, and maximize their value from day one.
You bring a strong understanding of tax workflows, multi-entity operations, and the real-world constraints firms face. You thrive in moments of hands-on client interaction — whether leading demos during the sales process, guiding firms through onboarding milestones, or stepping into high-risk situations with clarity and empathy. You're not responsible for long-term relationship management, but you make sure each relationship starts off strong.
Your mission is to deliver compelling, workflow-aligned demos that drive confidence in the sales process, then guide new clients through onboarding with clear, contextual training. You help lay the groundwork for retention by ensuring clients understand how the platform fits into their tax processes, trust it to meet critical deadlines, and achieve meaningful early wins.
What Success Looks Like
- Increase new client conversion through targeted demos and pre-sale support
- Improve implementation success and reduce time to first value through structured onboarding execution
- Drive client confidence through effective training, improving filing readiness and satisfaction
- Identify and surface early risks or enablement gaps to Account Management
- Reduce escalations by proactively guiding clients through setup, training, and usage milestones
- Provide Sales, Product & Account Management feedback to improve the onboarding experience
Responsibilities
Sales Enablement & Demo Execution
- Deliver demos tailored to client tax workflows, entity structure, and seasonality needs
- Support Sales in objection handling and RFP responses with workflow-based consultation
- Lead early-stage product webinars and education sessions for prospects
Onboarding Execution & Enablement
- Create, execute, and adapt onboarding playbooks in coordination with implementation and support resources to address specific client requirements
- Train clients on system setup, filing workflows, and best practices for complex tax environments
- Guide firms through critical deadlines, ensuring confidence and platform familiarity
- Provide structured support to ensure a smooth launch and early client success
Escalation Support & Risk Mitigation
- Step into high-risk or stalled accounts to provide fresh perspectives and resolve roadblocks
- Partner with Account Managers to surface risks and recommend next steps
- Provide targeted and proactive guidance during deadline periods and escalations
Cross-Functional Partnership
- Lead the transition between Sales & Account Managers post-contract signing
- Provide feedback to Product and Marketing based on real-world client interactions
- Keep demo and training assets up to date with the latest feature enhancements
Requirements
Qualifications
- 5–8+ years of experience in tax technology, implementation, or solution consulting within a SaaS company
- Deep familiarity with tax workflows, multi-entity structures, and client expectations around deadlines
- Strong experience in live demo environments and delivering high-impact client training
- Excellent communication skills, particularly when teaching and simplifying complex systems
- Experience supporting onboarding, managing escalations, and helping clients navigate change
- Knowledge of CRM and project management tools like HubSpot, Asana, or similar
- Exceptional attention to detail with an empathetic and proactive approach to client success
What Sets Great Candidates Apart
- Workflow Whisperer – You know how firms operate and can speak their language
- Training Champion – You make people feel capable and ready, not overwhelmed
- Solution Provider – No problem is insurmountable and every puzzle has a solution
- Onboarding Partner – You help clients implement the plan and stay on course
- Escalation Ally – You jump in when needed and help stabilize key relationships
- Process-Minded – You think in milestones, outcomes, and the client's perspective
- Collaborative by Nature – You work well with Sales and Account Managers, ensuring alignment from first call to renewal
Benefits
Benefits
- Unlimited Vacation Policy + Sick Time + Holidays
- Paid Parental Leave
- Fully Remote Opportunity
- Healthcare Benefits and 401(K)
- Growing Startup Culture
Originally posted on Himalayas