What You'll Do:
- Requirements Translation: Work closely with the Sales team to clearly capture and validate complex technical and business requirements from prospective clients for the Retain product.
- Implementation Planning: Translate validated requirements into preliminary, well-defined technical scope documents and initial implementation strategies.
- Gap Analysis: Identify and clearly articulate any technical or functional gaps between client needs and the current capabilities of the Retain product to both sales and product leadership.
- Deep Product Knowledge: Maintain expert-level understanding of the Retain product architecture, APIs, integration capabilities, and deployment options.
- Implementation Escalation: Handle basic to intermediate technical tasks that are above the skillset of the Implementation team but necessary for pre-sales validation or initial setup, ensuring a smooth handoff.
- Demo & Proof-of-Concept (POC) Development: Code simple, impactful demos, prototypes, or customized proof-of-concept environments to showcase the product's capabilities and value proposition to prospective clients.
Who You Are (Qualifications):
- Bachelor's degree in Computer Science, Engineering, or a related technical field, or equivalent practical experience.
- 3+ years of experience in a highly technical role such as Solutions Engineer, Sales Engineer, Technical Consultant, or a development/implementation role with client exposure.
- Proven ability to gather, document, and translate complex technical requirements into concrete implementation plans.
- Strong foundational understanding of software development lifecycle (SDLC), data structures, and APIs (REST/GraphQL).
- Ability to perform simple scripting or coding tasks (e.g., Python, JavaScript) for demo creation or proof-of-concept development.
- Exceptional communication skills, both written and verbal, with the ability to simplify technical concepts for executive audiences.
- Experience working in a SaaS or B2B software environment.
- A passion for problem-solving and a natural inclination to prioritize technical accuracy over sales urgency.
- Experience with deployment environments (cloud, on-premise) and security protocols.
Top Skills
What We Do
TrueML makes financial technology that prioritizes customer experience and revolutionizes the experience of consumers seeking financial health. We’re a team of inspired data scientists, financial services industry experts, and customer experience fanatics creating experiences that serve people in a way that recognizes their unique needs and preferences as human beings and endeavoring to ensure nobody gets locked out of the financial system.
After more than 10 years in business, TrueML is excited to be expanding its footprint internationally. We are a growing, geographically diverse team with employees in 30 U.S. states and 7 different countries, with our key talent hub in LATAM. If you’re looking for an opportunity to do impactful work, join TrueML and make a difference alongside hundreds of other inspired individuals.
Why Work With Us
Our functional teams are a diverse mix of employees from different backgrounds and geographies, with each individual bringing unique perspectives and experiences that encourage increased innovation in our products and services. Join TrueML and make a difference alongside hundreds of other inspired individuals doing impactful work.
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TrueML Offices
Remote Workspace
Employees work remotely.
TrueML is excited to be a remote-first company and expanding its footprint internationally. We are a growing, geographically diverse team with employees in 30 U.S. states and 7 different countries, with our key talent hub in LATAM.











