Solutions Engineer

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