Associate Solutions Engineer

Role Overview

• Own Delivery Execution
• 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.
• Documentation & Logic Mapping
• 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.
• Customer Support & Shadowing
• 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.
• Quality Assurance & Troubleshooting
• 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.
• Internal Growth & Partnership
• 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.

Requirements

• 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) Washington, DC — this role is hybrid with Monday–Thursday in-office.

Preferred Qualifications

• Experience supporting public-sector (or similar high-compliance environments) customers and familiarity with procurement, contracting, grants, budgeting, or vendor workflows.
• Exposure to integration-adjacent delivery work (e.g., data flows, sequencing considerations, APIs, or ETL concepts).
• Demonstrated ability to assist in delivery across multiple stakeholders and surface risks proactively.
• Experience contributing to or improving delivery standards, templates, or playbooks.

Tech Stack

• ETL

Benefits

• 100% employer-funded medical, dental, and vision insurance
• 401(k) with Profit Sharing Plan
• Flexible PTO
• $500 home office stipend
• Commuter stipend