Director of Solutions Engineering

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New York, NY
Hybrid
Fintech • Machine Learning • Software • Business Intelligence • Financial Services
We're building a way to unlock the private market. Join our collaborative, passionate, and customer-centric team.
The Role

Overview

Grata is the leading private market dealmaking platform. We make it easy to find, research, and engage with private companies. Our platform has the most comprehensive, accurate, and searchable proprietary data on private companies, their financials, and their owners.

We help leading investors (PE/growth), investment bankers, management consultants, and corporate development teams discover and win more deals. Grata has over 700 customers and has been widely recognized as the market leader by G2, PE Wire, and more.

At Grata, we are seeking a technically savvy, customer-focused Director of Solutions Engineering to lead our growing Solutions Engineering and Product Support teams. This role combines both strategic leadership and hands-on technical engagement, driving impactful customer onboarding, proactive product support, and seamless collaboration across cross-functional teams

In this role, you will serve as a “trusted technical advisor,” ensuring your team successfully onboards customers to our suite of technical products, including API integrations, SFTP configurations, Snowflake, and CRM solutions and supports customers throughout their entire journey with Grata. You’ll be responsible for long-term team planning, defining and maintaining high-performance standards, and creating a culture of growth and excellence within your team. Additionally, you will report on the team’s performance to executive leadership, offering strategies for growth that align with Grata’s strategic vision.

As Director, you will build strong relationships across the organization, partnering with Customer Success, Sales, Product Management, and Engineering to remove blockers, enable team success, and ensure customers achieve their business objectives with our technical products. You’ll play a pivotal role in scaling internal processes, supporting team development, and maintaining a high bar for technical proficiency and customer satisfaction.

Grata is a hybrid company, which means our employees work from our NYC office (near Bryant Park) on Mondays, Tuesdays and Thursdays.

At Grata, we will expect you to:

  • Own Grata’s entire Solutions Engineering & Support teams, responsible for long-term team planning, managing all day-to-day operations and representing the team within the company
  • Become a “trusted technical advisor” so that all Solution Engineers and Product Support can reach out to you for expertise and guidance
  • Report on performance and growth of the Solutions Engineering & Support teams to executive leadership
  • Partner with senior leadership to understand the company’s strategic plan and identify opportunities for Solutions Engineers to support that vision
  • Build strong relationships across the organization from Customer Success, Sales, Product Management and Engineering as you will be responsible for customer onboarding to technical products (API, SFTP, Snowflake, CRM integration) and proactive product support
  • Develop and implement scalable workflows and playbooks to support the team’s growth and improve operational efficiency as customer volume increases.
  • Lead the resolution of critical customer escalations, ensuring timely and effective outcomes while maintaining customer trust.
  • Identify and facilitate training programs to enhance technical skills and leadership capabilities within the team.
  • Remove blockers for your team while providing your team support and guidance
  • Define and maintain a high bar for team member expectations and enable your team to achieve it
  • Define and track KPIs for the Solutions Engineering and Support teams, such as customer satisfaction, issue resolution time, and onboarding efficiency
  • Challenge the team and yourself to continually learn and grow as trusted advisors to clients
  • Drive a high-performing team and create pathways for growth for each team member
  • Manage performance and key talent closely ensuring that we are taking the necessary actions to retain top talent
  • Act as a key stakeholder in product roadmap discussions, providing insights from customer feedback and technical challenges to shape future development

What we are looking for:

  • Proven track record solving complex technical problems and providing an excellent experience for customers in the process
  • Experienced in a solutions engineering or implementation role, preferably within an Enterprise SaaS environment
  • 3+ years of experience in managing teams
  • Ability and eagerness to quickly self-learn new technologies based on customer or business need
  • Ability to manage a highly skilled technical team and effectively evaluate and develop the performance of the individuals on your team
  • Excellent written and verbal communication, able to lead meetings with senior-level executives internally or with our clients and partners
  • Ability to hold highly skilled conversation with technical stakeholders about data flows and system architecture, including the ability to communicate technical concepts to non-technical stakeholders
  • Ability and eagerness to quickly self-learn new technologies based on customer or business need
  • Bonus: Prior experience growing teams in early-stage companies 

Benefits & Perks:

  • Medical, dental, vision plans: we offer plans with 80% coverage of premiums for employees
  • Company-sponsored lunch through Grubhub on a weekly basis
  • Unlimited PTO policy 
  • Flexible Work Location (FWL) policy that allows you to work from home 24 days of the year
  • Other benefits: 12 weeks of parental leave, 401k, pre-tax commuter benefits, dog-friendly office

Grata is committed to providing competitive cash compensation and benefits. The compensation offered for this role will be based on multiple factors such as location, the role’s scope and complexity, and the candidate’s experience and expertise, and may vary from the range provided below. For roles based in New York City, the estimated base salary for this role is $140,000 - $170,000 per year.

Grata is proud to be an Affirmative Action, Equal Opportunity Employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Grata considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Grata is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. 

If you need assistance or an accommodation due to a disability, please let your recruiter know. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

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The Company
New York, NY
72 Employees
Year Founded: 2016

What We Do

Grata is the first private intelligence search engine for company discovery, providing a single source of truth to find small to middle market private companies. We are developing cutting-edge search technology leveraging NLP and ML to automate the B2B research process on millions of small and medium businesses in the U.S. We’ve recently experienced significant growth and raised capital from top investors who built Google and transformed the finance industry.

Despite making up nearly half of the US economy, private companies are notoriously difficult to find and engage even for the most innovative dealmakers.

In the past, finding the right small and mid-market companies for a deal has required a massive effort, and a bit of luck. This hurts target companies too, who often miss out on game changing opportunities as they are practically invisible.

So, what if there was a different, better way to do business? A solution that gave innovative dealmakers an edge? A tool to help them find the right company - at the right time?

That's why we created Grata - to make that difference.

Our private company intelligence engine streamlines the process of finding the best companies to target: making it easier and faster to gain visibility into the entire market, gather relevant intelligence on target companies, build bespoke lists, and find similar companies to uncover more of the best opportunities in less time.

Why Work With Us

Our employees have an ownership mentality and are hyper-focused on the success of the organization, evolving our product, and constantly look to make Grata better every day. Grata takes a no-ego approach to collaboration on, regardless of experience, title, or seniority, everyone knows their voice will always be heard.

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