Customer Solutions Engineer at Balance

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

19 May, 26

Salary

0.0

Posted On

18 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Technical Bridge, Presale Support, Post Sale Support, Technical Demos, RFP Response, Integration Solutions, API Fluency, RESTful APIs, Webhooks, Agentic AI, LLMs, Troubleshooting, Product Feedback, Communication, Enterprise Sales Exposure, Self-Directed

Industry

technology;Information and Internet

Description

We are looking for a Customer Solutions Engineer to serve as the technical bridge between our enterprise customers and our product and engineering teams. This is a presale/post sale role that blends hands-on technical work with customer-facing sales support. You will join sales calls, support technical demos, respond to RFPs, and lead integration solutions for our customers. You will work alongside Account Executives and Account Managers, not independently manage accounts. This role reports to the Customer Solutions Manager and sits within the Revenue organization. Responsibilities Key Responsibilities Presale Join sales calls and lead technical discovery sessions with enterprise prospects Deliver live product demos and technical walkthroughs of Balance’s platform, APIs, and AI agent capabilities Scope and design integration architectures for prospects, mapping Balance’s APIs to their existing systems (ERPs, e-commerce platforms, custom backends) Author technical sections of RFP responses and security questionnaires Build proof-of-concept integrations and prototypes to accelerate deal closure Translate complex buyer technical requirements into clear internal specifications for Product and Engineering Implementation & Customer Solutioning Support enterprise customers through integration launch, troubleshooting API issues, and unblocking technical blockers Provide structured product feedback based on recurring customer patterns, helping inform the roadmap Requirements 3–5 years of experience in a Solutions Engineering, Sales Engineering, Technical Consulting, or similar customer-facing technical role at a B2B SaaS or fintech company API fluency: deep comfort working across RESTful APIs, webhooks, and third-party integrations. Language-agnostic — we care about versatility over stack loyalty Familiarity with agentic AI: you understand how AI agents, LLMs, and agentic workflows are applied in enterprise software. Strong communicator: you can translate between enterprise customer technical teams and internal product/engineering teams with precision and minimal signal loss Enterprise sales exposure: you have participated in sales cycles with large, complex buyers and are comfortable in high-stakes demo and discovery environments Self-directed: you can manage ambiguity, prioritize across multiple deals, and operate without heavy oversight Nice to Have Experience in B2B payments, lending, invoicing, or accounts receivable Familiarity with ERP systems (NetSuite, QuickBooks) and e-commerce platforms Experience working with or building on AI agent frameworks (LangChain, LangGraph, custom agent pipelines) Background in writing technical documentation, integration guides, or developer-facing content

Responsibilities

The Customer Solutions Engineer acts as the technical liaison between enterprise customers and internal product/engineering teams, involving both presale and postsale activities. Key duties include leading technical discovery, delivering product demos, scoping integration architectures, and supporting customer integration launches.