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For Companies At a Glance
- Tasks: Champion technical pre-sales and lead client implementation for innovative financial solutions.
- Company: Join Validis, a fast-growing B2B SaaS company transforming accounting data.
- Benefits: Competitive salary, remote work flexibility, and opportunities for professional growth.
- Why this job: Make a real impact in the financial services industry with cutting-edge technology.
- Qualifications: 5-7 years in solutions engineering, strong API experience, and excellent communication skills.
- Other info: Dynamic team culture with opportunities for travel and collaboration across time zones.
The predicted salary is between 36000 - 60000 £ per year.
About Validis
We’re a team of passionate, data‑driven people on a mission to help the accounting and financial services industries move faster with better data. Our platform is built to extract and standardise accounting data, making it easy for audit firms and financial institutions to securely connect to their customers’ accounting packages. Validis is a B2B SaaS company with operations in the UK, US, and Australia. Our clients include the Big Four, global banks, and national firms who use Validis to streamline data collection. Validis has experienced significant growth since its inception and to support this, we are looking to expand our teams across a number of strategic areas.
About the role
As a Solutions Engineer, you will champion the technical pre‑sales process (≈60% of your time) and then lead the initial phase of client implementation and design (≈40%), working as part of the go‑to‑market organization and collaborating closely with Product. You’ll translate customer needs into tailored solutions, deliver compelling demos and proofs of concept, and ensure a seamless hand‑off from sales to delivery to drive business growth and minimize churn. Note: This role involves some limited travel (e.g. 1 trip/month) for client visits, internal team‑building, and conferences/events.
Key Responsibilities of the Solutions Engineer
- Pre‑Sales Engineering (60%)
- Develop and deliver custom product demonstrations, PoCs, and technical presentations
- Gather and document detailed customer requirements, use cases, and success criteria
- Architect solutions that align customer workflows with our platform capabilities
- Build RFP and proposal responses, collaborating with Sales to position the right solution
- Leverage Postman (or similar tools) to design, validate, and demonstrate API interactions
- Serve as the technical liaison between the client, sales, and product teams
- Project manage implementations with leading customers across product and support teams
- Lead onboarding workshops and technical kickoff sessions
- Lead API integration activities and guidance sessions with customers
- Produce solution design documents, integration guides, and data‑mapping specifications
- Configure APIs and platform settings to support use cases
Success Measures
- Ensure smooth hand‑off from sales to delivery, driving positive first‑year outcomes
- Contribute to growing the business by setting clients up for long‑term success
- Minimize year 1 churn and downgrades through clear requirements and strong early engagement
- Provide ongoing feedback to product on features, usability, and roadmap priorities
About You
Core Qualifications
- 5–7 years in a solutions‑engineering, technical consulting, or similar customer‑facing role
- Proven track record in both pre‑sales cycles and/or leading client implementations
- Strong API & integration experience within a B2B environment, with hands‑on use of Postman or equivalent
- Strong technical acumen and demonstrable solutions‑focused delivery
- Proficiency in SQL and data analysis; ability to map and transform financial or accounting data
- Excellent verbal and written communication skills, able to engage technical and non‑technical stakeholders
- Comfort working remotely and collaborating across time zones (North America and UK)
Nice‑to‑Haves
- Experience working with a series B+ B2B SaaS product
- Experience working within Financial Services
- Familiarity with commercial and/or asset‑based lending workflows; and/or audit workflows
- Experience with ERP or accounting platforms (e.g., NetSuite, QuickBooks, Sage)
- Experience with audit software
- Experience with commercial lending software (e.g. Moody’s, Solifi, etc.)
- Knowledge of basic security/compliance considerations
Solutions Engineer employer: Validis
Contact Detail:
Validis Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Solutions Engineer
✨Tip Number 1
Get to know the company inside out! Research Validis, their platform, and their clients. This will help you tailor your conversations and show that you're genuinely interested in what they do.
✨Tip Number 2
Practice your demos and technical presentations. You’ll need to deliver compelling showcases of how the product meets customer needs, so get comfortable with the tech and be ready to impress!
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might just land you a referral.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and serious about joining the team.
We think you need these skills to ace Solutions Engineer
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Solutions Engineer role. Highlight your experience in pre-sales engineering and client implementations, as well as your technical skills with APIs and SQL. We want to see how you can bring value to our team!
Showcase Your Communication Skills: Since you'll be engaging with both technical and non-technical stakeholders, it's crucial to demonstrate your excellent verbal and written communication skills. Use clear examples in your application to show how you've successfully communicated complex ideas in the past.
Highlight Relevant Experience: Don’t forget to mention any experience you have with B2B SaaS products or financial services. If you've worked with tools like Postman or have a background in accounting platforms, make sure to include that! We love seeing candidates who understand our industry.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows your enthusiasm for joining our team at Validis!
How to prepare for a job interview at Validis
✨Know Your Tech Inside Out
As a Solutions Engineer, you'll need to showcase your technical prowess. Brush up on your API knowledge and get comfortable with tools like Postman. Be ready to discuss how you've used these in past roles to solve client problems.
✨Tailor Your Demos
When preparing for the interview, think about how you can customise your product demonstrations to fit the needs of potential clients. Use examples from your experience to illustrate how you've successfully tailored solutions in the past.
✨Understand the Client's Perspective
Make sure you can articulate how you gather and document customer requirements. Show that you understand the importance of aligning solutions with client workflows and how this drives business growth.
✨Communicate Clearly
Strong communication skills are key in this role. Practice explaining complex technical concepts in simple terms. Be prepared to engage both technical and non-technical stakeholders during the interview, showcasing your ability to bridge that gap.