Lead discovery to understand customer workflows, constraints, and goals
Design clear, practical solution approaches that leverage Wisedocs’ capabilities
Structure ambiguous problems into actionable solution plans
Ensure proposed solutions are both valuable to the customer and feasible to deliver
Lead solution-oriented demos, workshops, and proof-of-concept engagements
Help customers understand how Wisedocs fits into their workflows and drives outcomes
Build credibility through a strong understanding of customer needs and use cases
Partner with Product to share grounded, actionable insights from customer engagements
Help identify patterns in enterprise use cases that inform roadmap decisions
Collaborate on shaping solutions where product capabilities are evolving
Work closely with Customer Success/Services to scope implementations
Ensure alignment between solution design and delivery approach
Identify and communicate risks, dependencies, and constraints early
Contribute to solution playbooks and reusable patterns for common use cases
Support Sales and CS with guidance on positioning and solution approaches
Share insights that improve how Wisedocs sells and delivers solutions
Strengthen relationships with Wisedocs’ largest insurance carriers through proactive engagement, thoughtful business reviews, and consistent follow-through
Drive retention and renewal outcomes by helping customers clearly understand and realize value within their claims workflows
Reduce operational friction and escalations through early risk identification and structured intervention
Influence product direction by bringing forward clear, customer-informed insights from complex carrier environments
Requirements
5+ years of experience as a Solutions Engineer or Sales Engineer in an enterprise SaaS environment
Experience in regulated industries such as healthcare, insurance, or legal
Strong solution design and problem-solving skills
Technical aptitude, including understanding of integrations, APIs, and system workflows
Experience working cross-functionally with Sales, Product, and Customer Success teams
Ability to communicate complex concepts clearly to diverse audiences
Experience working with AI tools, workflows, or prompting techniques
Benefits
Flexible hybrid environment with the option to collaborate in-person at our Toronto HQ.
Modern employee benefits, including health and dental coverage
Competitive compensation, with valuable stock options, as we’re still a young company growing very quickly.
An opportunity to develop very rapidly in your career. We can offer you a super-immersive learning environment, and when you thrive there, you will have the opportunity to rapidly develop this opportunity into senior practitioner or management opportunities as you choose.
Access to a learning and professional development fund to help you level up your career while you’re working with us. We hope to be an incredible step up in your career if you decide to come and work with us.