Solutions Engineer
New
K
K1XTax Technology
Remote, Oregon, United StatesFull-TimeSenior
Salary not disclosed
Apply NowOpens the employer's application page
Job Details
- Experience
- 5–8+ years
- Required Skills
- Project ManagementSaaSHubSpotAsanaCRM
Requirements
- 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.
Responsibilities
- 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.
- Create and execute onboarding playbooks 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.
- 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.
- Lead the transition between Sales & Account Managers post-contract signing.
- Provide feedback to Product and Marketing based on real-world client interactions.
View Full Description & ApplyYou'll be redirected to the employer's site
