As a Client Success Engineer, you lead the design and execution of scalable technical solutions during late-stage sales and complex onboarding initiatives. Acting as a trusted technical advisor, you take ownership
of high-impact client projects, mentor team members, and drive process improvements that elevate client success outcomes. In this senior role, you bridge technical discovery with delivery, ensuring long-term value
and satisfaction across strategic accounts.
Responsibilities:
● Lead technical discovery and solution design during late-stage sales engagements for strategic clients
● Develop complex implementation plans and ensure seamless handoffs to delivery and support teams
● Own the technical implementation and optimization of high-impact client projects, customizing solutions to meet unique business requirements
● Serve as the primary technical contact for advanced issues related to software, product data feeds, API integrations, and FTP
● Provide expert-level platform training and consultation to client stakeholders
● Partner with Sales, Product, Engineering, and Client Success to ensure client needs are met and technical challenges are addressed
● Mentor and coach junior Client success engineers, supporting knowledge sharing and technical skill development
● Drive cross-functional initiatives that improve internal processes, workflows, and client engagement practices
● Develop technical enablement resources (e.g., webinars, videos, documentation) to support onboarding and education at scale
● Communicate complex technical concepts clearly to both technical and non-technical stakeholders
● Represent the voice of the client in product feedback loops, collaborating with Product Management on feature evolution
● Take ownership of high-risk client situations, ensuring proactive intervention and resolution Qualifications:
Minimum Qualifications
● 3+ years of experience in a client-facing technical role within SaaS, wi