Solution Engineer- Tax Technology
Location: Remote (Central or Eastern Time Zone preferred)
Compensation: $150,000
About the Company
A growing tax technology company is seeking a Solutions Engineer to support its sales team. You’ll work with prospective clients to understand their tax workflows, deliver tailored product demonstrations, and answer technical questions throughout the sales process.
About the Role
- Partner with Account Executives on discovery calls and sales strategy.
- Demonstrate how the software supports accounting firms’ tax workflows.
- Address questions about integrations, data, security, and technical fit.
- Support pilots when needed and document requirements for a smooth handoff after the sale.
- Help existing clients evaluate additional uses for the platform.
Qualifications
- 3+ years in solutions engineering, sales engineering, or SaaS presales.
- Experience delivering live demos and supporting complex sales cycles.
- Understanding of accounting firm tax workflows, including K-1s and multi-entity structures.
- Working knowledge of APIs, data integrations, and SaaS security concepts.
- Strong presentation skills and the ability to explain technical topics clearly.
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
- Unlimited Vacation Policy + Sick Time + Holidays
- Paid Parental Leave
- Fully Remote Opportunity
- Healthcare Benefits and 401(K)
- Growing Startup Culture