Hatch Benefits Overview

The Sales Engineer supports complex deals by leading technical discovery, demos, integration scoping, and technical documentation. They assess CRM, lead source, API, webhook, scheduling, call center, data synchronization, automation, and reporting requirements; advise on feasibility, risk, and pricing; and lead technically complex customer implementations through go-live. The role also performs post-launch health checks, monitors integration quality and onboarding metrics, maintains discovery resources, and communicates customer learnings to Product and Engineering.

The Sales Engineer supports complex sales by discovering customer integration requirements, leading technical demos, assessing technical risk, and producing scope documents. They coordinate handoffs to onboarding, own technical implementation through go-live, conduct post-launch health checks, monitor integration and onboarding metrics, and communicate tradeoffs to Sales, Product, Engineering, and customers. The role also requires maintaining integration discovery processes and using SQL to analyze deal and implementation performance.

Own end-to-end technical implementation of complex integrations: build n8n flows, direct API integrations, webhooks, and middleware; scope projects with sales; QA, monitor, and iterate on deployments; create reusable architecture patterns; surface product needs to R&D; act as a client-facing technical consultant including onsite visits.