Hatch Benefits Overview

Own technical discovery, demos, integration scoping, and implementation for complex customer accounts. Evaluate APIs and system constraints, assess integration feasibility and risk, produce technical scope documents, and lead handoffs and deployments through go-live. Monitor integration health, onboarding quality, and data accuracy while communicating tradeoffs to Sales, customers, Product, and Engineering. Use SQL to analyze deal complexity and onboarding performance, and maintain discovery processes and QA standards.

The Solutions Architect supports complex sales and implementations by leading technical discovery, evaluating CRM and API integrations, scoping technical complexity, delivering demos, and producing onboarding specifications. They own technical execution through go-live, collaborate with engineering, product, operations, account management, and sales, monitor integration health and onboarding performance, and communicate risks and tradeoffs. The role is hybrid in San Francisco and requires hands-on involvement across deals and deployments.

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.