Solutions Engineer, Client Services

Why TrueML?

TrueML is a mission-driven financial software company that aims to create better customer experiences for distressed borrowers. Consumers today want personal, digital-first experiences that align with their lifestyles, especially when it comes to managing finances. TrueML’s approach uses machine learning to engage each customer digitally and adjust strategies in real time in response to their interactions.

The TrueML team includes inspired data scientists, financial services industry experts and customer experience fanatics building technology to serve people in a way that recognizes their unique needs and preferences as human beings and endeavoring toward ensuring nobody gets locked out of the financial system.

The Role

The Client Servicing Solutions Engineer helps TrueAccord integrate and support clients with specific needs. Solutions Engineers will be present alongside Implementations to see through client requirements, understand technical problems they may be unable to communicate effectively on their own, and design solutions that work best for their needs. Being engineers on the front lines of client support, Solutions Engineering will also be a primary stakeholder for the Client Integrations backlog, identifying bugs and proposing longer-term solutions that could enhance our capability to support all clients.

The Solutions Engineer is a specialist in a squad of client support personnel. They are the first responders who are closest to the technical needs of our clients, and the ones uniquely capable of finding them a solution with what systems we have. They do this through knowledge and use of Python, Golang, and other scripting languages, knowledge and use of SQL (and other database query languages), and the latest in cloud-based technologies. If no such system exists, they’ll be Engineering’s primary subject matter expert on a project for a client with exceptional needs.

Responsibilities and Duties

• Provide technical support of client integrations including:
• Design and implementation at onboarding 
• Leading ongoing system and process enhancements which results in standard reliable, scalable, cost efficient, and self serviced client integrations 
• Collaboration with Engineering and Client Services to resolve problems with existing integrations
• Identification of areas in the integration stage of the Client Lifecycle where we could improve
• Reviews integration solutions against acceptance criteria to ensure completeness and identify gaps
• Develop solutions which solve for timely and consistent data delivery to clients 
• Support the design and process functions performed in Retool to maintain consistent delivery of client operational tasks
• Support transition of client work from Allcode 
• Support ongoing client servicing activities which require an engineer including bulk updates, email appends, placement backfill
• Partner with the Client Integrations Engineering team and attend regular planning sessions to stay up to date on projects and provide input on their backlog
• Reliably provides estimates for their own work
• Seeks previously unaddressed opportunities to automate processes and provide self-service tools to other teams.
• Partners effectively with less technical colleagues such as Client Success, Sales and Marketing
• Able to relay to Engineering not just what clients need, but where specifically existing systems fail to meet those needs
• Can directly contribute to project documents, providing their understanding of acceptance criteria

Requirements

• Bachelors in related field or equivalent experience - BS in Computer Science strongly preferred 
• 5+ years of relevant experience
• Knows and follows industry best practices
• Mastery of Python
• Experience with SQL
• General knowledge of JS 
• Fluency with Low-Code or No-Code tools
• Strong understanding of both SQL and NoSQL databases
• Experience using 3rd party APIs
• Demonstrates sophisticated problem-solving skills with automation and scripting
• Must be able to work effectively with little direct supervision and in the face of ambiguity, shifting priorities, and multiple deadlines
• General knowledge of business operations, objectives, strategies, processes and information flow

Benefits, Perks, and Culture

- Everything you need to work remotely

- Unlimited PTO

- Medical/dental/vision insurance

- 401k through Charles Schwab 

- Flexible Spending Account, Limited FSA, and Health Savings Account- with an eligible health care package.

- Company-paid short-term and long-term disability plus basic life insurance.

- Family-friendly maternity and paternity leave

- Employee assistance program (EAP) via Claremont. Get free short-term counseling for mental health, free + discounted legal consultations, free financial consultations, access to work/life consultants, and more!

- PerkSpot discount program. PerkSpot offers exclusive discounts to 900+ merchants nationwide, and has exclusive discounts up to 60% on hotels worldwide.

- Paid time off to do volunteer work in your community.

- Access to the Wellness Coach app for you and 5 family members

We are a dynamic group of people who are subject matter experts with a passion for change. Our teams are crafting solutions to big problems every day. If you’re looking for an opportunity to do impactful work, join TrueML and make a difference.

Our Dedication to Diversity & Inclusion

TrueML and TrueAccord are equal opportunity employers. We promote, value, and thrive with a diverse & inclusive team. Different perspectives contribute to better solutions and this makes us stronger every day. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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