Solution Engineer

What You'll Do

• Lead multiple concurrent engagements with full accountability for timelines, scope, and outcomes.
• Conduct discovery, qualification, technical demos, and proof of value workshops with prospective customers.
• Architect and execute API integrations across client systems and third-party tools, including proof of concept integrations as needed.
• Maintain customer sandbox environments and establish best practices for working with the product.
• Set and track measurable success metrics (adoption, usage, workflow impact).
• Troubleshoot complex integration issues directly and serve as the senior escalation point for technical blockers.
• Build trust with technical and non-technical stakeholders by deeply understanding customer workflows and speaking their language.
• Win technical evaluations by handling objections, providing solutions or workarounds, and demonstrating clearly why Zocks is the right fit.
• Push customers toward best practices while adapting to real-world constraints and identifying expansion opportunities.
• Advocate for the customer internally by sharing feedback with appropriate teams.

What We're Looking For

• 3+ years in SaaS implementation, solutions engineering, solutions architecture, or technical delivery roles.
• Experience leading complex, multi-stakeholder deployments with Financial Services or other regulated industries.
• Strong API and systems integration experience comfortable reading logs, troubleshooting integrations, and development.
• Builder credibility: you speak the language of engineers and have the presence to earn trust across technical and non technical teams.
• Excellent communication skills equally strong with engineers and executives.
• Highly organized but adaptable, able to juggle competing priorities without losing momentum.
• Deep ownership mindset: you don't wait for problems to solve themselves.

Bonus Points

• Familiarity with compliance-sensitive or Financial Services workflows.
• Experience with relational databases (PostgreSQL, MySQL).
• Working knowledge of JavaScript or Python.
• Experience integrating with Salesforce, Office 365, virtual meeting platforms, VoIP systems, and BI tools.
• Passion for making powerful technology genuinely useful and impactful for the people using it.