Support the configuration of templates, workflows, and rules based on established design patterns.
Assist in translating customer requirements into functional system setups.
Maintain a clear pulse on your assigned tasks, surfacing blockers or questions to your lead early.
Draft design documentation, workflow logic diagrams, and configuration notes.
Ensure all "as-built" documentation is accurate and reflects the final state of the customer environment.
Help prepare handoff materials for Quality Assurance to meet the demanding needs of our customers.
Co-lead discovery sessions and working meetings to capture requirements and action items.
Increasingly take on facilitation for specific, defined segments of the implementation journey.
Prepare presentation materials and platform demos for customer-facing meetings.
Execute disciplined QA practices and UAT scripts to validate that configurations meet requirements.
Perform initial troubleshooting for configuration issues, documenting reproduction steps for more complex bugs.
Assist in data validation and clean-up to ensure seamless platform launches.
Collaborate with Product and Engineering teams to understand new features and platform capabilities, based on your customers’ needs.
Leverage internal playbooks and templates to ensure consistency across customer engagements.
Actively participate in peer reviews to learn and refine best practices with a goal of improving technical accuracy.

2+ years of experience in a technical or analytical role (Implementation, Support, or Junior Analyst) preferably within B2B SaaS.
Strong logical aptitude: Ability to understand conditional logic (if/then/else) and structured data.
High attention to detail: Proven ability to manage documentation and follow complex processes without skipping steps.
Effective Communication: Ability to explain technical steps clearly to both internal teammates and external users.
Adaptability: Comfort in fast-paced technical environments with continuous product delivery and ongoing learning.
Must be based in (or planning to relocate to) the San Francisco Bay Area — this role is hybrid with Monday–Thursday in-office.

Associate Solutions Engineer

Key skills