Solutions Engineer

San Jose, California, United States | US Solutions Team | Full-time

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Who are we?

Whatfix is a leading global B2B SaaS organization and the largest pure-play enterprise digital adoption platform solution provider. Utilizing GenAI technology, Whatfix enhances all stages of software deployment with application simulation, product analytics, and digital adoption, driving business outcomes such as increased revenue win rates, cost reduction, risk compliance, enhanced productivity, and improved user experience. We have seven offices in the US, India, UK, Germany, Singapore, and Australia, supporting 700+ global customers, including 80+ Fortune 500 companies. Whatfix has raised $140 million to date and is backed by marquee investors, including Softbank, PeakXV, Dragoneer, and Cisco Investments.

  • With over 45% YoY sustainable annual recurring revenue (ARR) growth, Whatfix is among the “Top 50 Indian Software Companies” as per G2 Best Software Awards.

  • Recognized as a “Leader” in the digital adoption platforms (DAP) category for the past 4+ years by leading analyst firms like Gartner, Forrester, IDC, and Everest Group.

  • The sole vendor named as Customers’ Choice: 2024 Gartner® Voice of the Customer for Digital Adoption Platform Report.  We also boast a star rating of 4.6 on G2 Crowd 4.5 on Gartner Peer Insights, and a high CSAT of 99.8%

  • Highest-Ranking DAP on 2023 Deloitte Technology Fast 500™ North America for Third Consecutive Year

  • Won the Silver for Stevie's Employer of the Year 2023

  • Only DAP to be among the top 35% companies worldwide in sustainability excellence with EcoVadis Bronze Medal

We are looking for a dynamic Solutions Engineer to join our team! In this strategic role, you will be the technology and product expert, driving innovative solutions for customer objectives. You will manage a portfolio of strategic accounts, collaborating closely with Customers, Customer Success, Product, Engineering, and Support teams to ensure technology solutions drive retention.

This role offers daily learning opportunities across various functions, including Sales Automation, HCM, CRM, and Insurance, positioning you as an industry expert consultant. You will be the customer’s voice, influencing product direction and system improvements, while working with globally recognized brands in a fast-paced startup environment.

This role combines client-facing and technical responsibilities, offering a chance to contribute directly to product development, research creative solutions, and work cross-functionally to support the organization’s growth.


About the Role

  • Onboard customers and their applications onto the Whatfix platform, configuring features, groups, and security settings

  • Define blueprints for Whatfix implementation in new areas using expertise in various applications and systems

  • Monitor system performance, data integrity, and user activity; recommend continuous improvements for the Whatfix platform

  • Customize Whatfix solutions to meet specific customer requirements and business objectives

  • Integrate Whatfix platform with customer enterprise applications and analytics systems.

  • Drive adoption of both new and existing product features across customer base

  • Serve as the single point of contact for technical issues, coordinating with Customer Success, Product, and Engineering teams to meet SLAs

  • Ensure timely and high-quality delivery of solutions

What you get to do

  • Understand customer application landscapes and processes; consult and propose optimal digital adoption solutions using the Whatfix product ecosystem

  • Create tailored content using the Whatfix Content Editor to align with customer use cases
    Help establish standards and guidelines to ensure consistency across deliverables.

  • Leverage your technical expertise in Javascript, CSS, HTML, REST API, systems architecture, and security aspects to drive successful implementations

What you bring to the table

  • Strong experience in Solutions Engineering, Customer Success, or Professional Services with 3-10 years of SaaS experience 

  • Excellent presentation, verbal, and written communication skills to effectively convey complex solutions and strategies to stakeholders at all levels
    Proven ability to manage and prioritize multiple customer engagements while developing in-depth product expertise and aligning with business objectives

  • Deep expertise in JavaScript, CSS, and HTML with the ability to adapt to rapidly changing technologies

  • Ability to understand and strategically integrate enterprise applications like Salesforce, MS Dynamics, SAP, and Oracle for seamless solutions

  • Comfortable in a fast-paced, dynamic environment, continuously seeking innovative solutions and improvements to enhance customer success and product delivery

  • Experience working collaboratively with product, engineering, and customer success teams to ensure alignment on technical solutions and drive key business outcomes

  • Skilled at defining and designing scalable solution architectures tailored to the unique technical needs of enterprise customers.

  • Serve as a trusted technical advisor, driving both pre-sales and post-sales technical consulting, helping customers derive maximum value from the Whatfix platform

  • Ability to travel 30-35% of the time 

Perks / Benefits

  • Uncapped incentives

  • Equity plan

  • Mac shop, work with the newest technologies

  • Unlimited PTO policy

  • Paid maternity leave

  • Monthly cell phone stipend

  • Paid UberEats lunches-daily

  • Medical, Dental, and Vision coverage (Whatfix pays 80% of the premium for individuals and their families; for the HSA, Whatfix contributes $1,000 for individuals and $2,000 for a family)

  • Work side by side with the Co-founder and CRO in the San Jose office

  • Team and company outings

  • Learning and Development benefits

At Whatfix, we thrive on the power of collaboration, innovation, and human connection. We strongly believe that working together in our office (five days a week)  fosters open communication, builds a sense of community, and fuels innovation. This ensures open communication, strengthens our sense of community, and enables us to achieve our collective goals effectively.

To facilitate global collaboration, our US teams start and end early, while our India teams start and end late. US teams do not have any evening meetings. Relocation and Sponsorship offered.

We strive to live and breathe our Cultural Principles and encourage employees to demonstrate some of these core values - Customer First; Empathy; Transparency; Fail Fast and scale Fast; No Hierarchies for Communication; Deep Dive and innovate; Trust is the foundation; and Do it as you own it.

Whatfix is an Equal Opportunity Employer and an E-Verify participant. All activities must comply with our Equal Opportunity Laws, ADA, and other regulations, as appropriate.

We are an equal opportunity employer and value diverse people because of and not in spite of the differences. We do not discriminate on the basis of race, religion, color, national origin, ethnicity, gender, sexual orientation, age, marital status, veteran status, or disability status.

The salary for this role ranges between 125K and 200K. Compensation will be determined by factors such as level, job-related knowledge, skills, and experience.

Due to our company's global nature and hiring committees spanning different time zones, the interviews for this role will be recorded for those not in attendance to review.