Solutions Engineer, Pre-Sales

As a Solutions Engineer focused on Pre-Sales at Forage, you will engage with our Business Development team to ensure potential customers have a clear understanding of our products. Your responsibilities will include conducting product demonstrations, creating detailed proposals, and assisting in customized software solutions tailored to client needs. Additionally, you'll build trusted advisor relationships with customers, manage technical integrations, and lead solution designs that help secure deals with enterprise-level clients.

To be successful as a Solutions Engineer, Pre-Sales at Forage, you should possess over 5 years of experience in a customer-facing engineering role, such as a solutions architect or sales engineer. Essential skills include outstanding verbal and written communication, the ability to engage with executive decision-makers, and experience in solving complex fintech problems. You should be familiar with RESTful APIs, programming languages like Ruby or Python, and tools such as Figma and Postman.

At Forage, Solutions Engineers are part of a talented, diverse, and supportive team where career growth is a top priority. You’ll engage in meaningful projects that contribute to our mission while working alongside seasoned professionals from top tech firms. The collaborative environment fosters learning through mentorship opportunities and continuous feedback, ensuring that you can accelerate your career trajectory within a vibrant fintech landscape.

The work environment at Forage for a Solutions Engineer is hybrid and collaborative, with a strong emphasis on teamwork and communication. While embracing remote work, we highly value contributions from our San Francisco office, which encourages spontaneous brainstorming and relationship building. You'll find an enthusiastic atmosphere where creativity and innovation are celebrated, allowing you to thrive as you work on pioneering solutions in the payments industry.

As a Solutions Engineer at Forage, you’ll work on impactful projects that range from designing technical solutions for enterprise clients to managing the integration process with cutting-edge technology. Your role will involve conducting technical discovery workshops to understand requirements and use cases, collaborating with product teams to develop custom integrations, and collecting valuable feedback to refine our offerings. Your contributions will help enhance the experience of millions benefiting from our services.

When answering this question, focus on specific projects where you successfully designed solutions tailored to customer needs. Discuss your approach to gathering requirements, your collaboration with cross-functional teams, and how your solutions led to positive outcomes. Emphasize your ability to explain complex technical details in a simplified manner for non-technical stakeholders.

To address this, share your approach to prioritization, using methods like the Eisenhower Box or agile project management techniques. Highlight any tools you use to track multiple projects and communicate with team members to ensure alignment. Showcase a time when you successfully navigated competing demands while delivering on critical client deadlines.

Explain your approach to building rapport and trust with clients. Mention active listening, gathering feedback, and providing tailored solutions as core strategies. Share an example of a successful client relationship that led to securing a deal or achieving a positive outcome, demonstrating your interpersonal and communication skills.

Be candid about a specific challenge you faced, detailing how you identified the issue, the steps taken to analyze it, and the solution you implemented. Highlight your critical thinking and problem-solving skills, as well as the positive impact your solution had on the client’s experience.

Discuss your commitment to continuous learning through various channels such as attending industry conferences, following fintech news, and engaging in online courses or forums. Mention any specific resources or communities you regularly turn to for insights, emphasizing your enthusiasm for applying new knowledge to your role.

Share your technical experience with RESTful APIs, discussing specific projects in which you integrated these APIs into applications. Highlight any challenges you faced and how you overcame them, emphasizing your capability to translate complex technical information into understanding for stakeholders at different levels.

When responding, outline your process for preparing and delivering effective product demonstrations, such as tailoring the demo to the client's specific needs and conducting pre-demo research. Highlight your ability to demonstrate the value and ROI of the product to the client, while also addressing questions or concerns.

Describe your strategy for collaborating with relevant teams to gather necessary information, analyze client requirements, and design a tailored proposal. Emphasize the importance of clarity, value proposition, and addressing pain points, and discuss any tools you utilize to structure the proposal professionally.

Reflect on a specific instance where you played a pivotal role in client adoption of a software solution. Detail your involvement in training, ongoing support, and how you measured the adoption's success. Show your expertise in ensuring customers derive real value from the implemented solution.

Discuss your perspective on the value of feedback from customers and colleagues alike. Share an example of how you utilized feedback to improve a solution or product, fostering a culture of continuous improvement and enhancing customer satisfaction.