Solutions Engineer

Neo.Tax helps companies automate complex tax and accounting workflows by connecting data across project management, payroll, identity, and financial systems. We’re looking for a Solutions Engineer to help prospective and existing customers understand how Neo.Tax can solve their problems and fit into their technical environments.

This is a founding role—you will be the first solutions engineer ever hired at Neo.Tax! You’ll partner with Sales, Customer Success, Product, and Engineering to lead technical discovery, design credible solutions, deliver tailored demos and proofs of concept, and guide technical evaluations toward successful adoption. You’ll translate customer workflows and constraints into clear solution plans, communicate trade-offs honestly, and bring recurring needs back to the product team. This is a customer-facing, technically grounded role focused on solution fit and adoption—not ownership of customer production deployments or core product engineering.

• Lead technical discovery with prospects and customers: understand their workflows, systems, goals, constraints, and evaluation criteria.

• Deliver tailored product demos and technical walkthroughs that connect Neo.Tax capabilities to customer outcomes.

• Design and explain solution architectures, data flows, and integration approaches across systems such as project management, code repositories, HRIS, payroll, ERP, and data warehouses.

• Validate technical feasibility, data readiness, access requirements, and security or networking constraints; surface risks and dependencies early.

• Build lightweight prototypes, sample analyses, scripts, or proofs of concept when they help demonstrate value or de-risk an evaluation.

• Partner with Sales to qualify technical fit, scope proposed solutions, respond to technical questions, and set clear expectations.

• Support customer technical evaluations, including architecture reviews, security and IT diligence, and implementation planning.

• Coordinate effective handoffs to Customer Success, implementation, and Engineering, staying engaged as needed to support early adoption.

• Share customer feedback and recurring requirements with Product and Engineering, helping distinguish one-off requests from opportunities for reusable product capabilities.

• Create and improve reusable demo assets, reference architectures, technical documentation, and playbooks.

• Experience in Solutions Engineering, Sales Engineering, technical consulting, implementation, or another customer-facing technical role.

• Strong technical fundamentals and the ability to reason about APIs, integrations, data flows, and enterprise software environments.

• Comfort working with data-heavy workflows and evaluating data quality, mapping, and integration requirements; SQL or scripting experience is helpful.

• Ability to assess technical feasibility and explain architecture, security, and implementation trade-offs without overpromising.

• Ability to build clear, focused demos or lightweight proofs of concept; production software engineering experience is helpful but not required.

• Excellent written and verbal communication with both technical and non-technical audiences.

• Strong discovery skills: you ask focused questions, clarify what success means, and turn ambiguous needs into a practical solution plan.

• Product sense and judgment to identify when a customer request is specific to one account versus representative of a broader need.

• High ownership, sound follow-through, and comfort managing multiple evaluations and stakeholders.

• Empathy for customer workflows and the ability to build trust through clear, accurate communication.

• Experience supporting enterprise SaaS evaluations or complex, multi-stakeholder sales cycles.

• Familiarity with accounting, tax, finance, fintech, or R&D workflows.

• Experience with data integrations, ETL/ELT, SQL-heavy systems, or common enterprise platforms.

• Familiarity with AI/ML products and how to explain their capabilities, limitations, and data requirements.

• Experience navigating enterprise security, privacy, compliance, or networking reviews, including SOC 2 environments or private-network requirements.

• Ability to quickly understand a customer’s domain, workflow, and technical environment.

• Quality of technical discovery and the clarity and accuracy of proposed solutions.

• Ability to deliver relevant demos and proofs of concept that help customers evaluate value and feasibility.

• Judgment in setting expectations, surfacing risks, and moving evaluations toward clear next steps.

• Execution under constrained timelines: deliver a clear, technically sound evaluation and proof of value under customer deadlines without compromising accuracy or setting unrealistic expectations.

• Communication and stakeholder management across customers and internal teams.

• Quality of customer feedback and reusable materials that improve the product and future evaluations.

• You’ll collaborate closely with Sales, Customer Success, Product, Engineering, and customer teams.

• Expect a mix of customer-facing conversations, demo and evaluation preparation, and focused internal work.

• You may occasionally travel for key customer engagements (frequency TBD).

• Salary range: $170,000–$190,000

• Stock Option Plan (5–10 bps of equity)

• Health Care Plans (Medical, Dental, Vision, Short-term Disability)

  • 90% coverage for individual + family

• Health & Wellness subsidy

• Retirement Plan (401k)

• Paid Time Off (Vacation, Sick & Public Holidays)

• Family Leave (Maternity, Paternity)

• Work From Home (100% remote team)

Still interested? Here’s more about the opportunity and how this role can make an impact.

• A pivotal growth stage: Join as Neo.Tax scales its enterprise business and builds repeatable ways to support complex customer evaluations.

• Meaningful customer impact: Help companies modernize costly, manual tax and accounting workflows with software and AI.

• Enterprise customer exposure: Work with customers including Adobe, Block, CapitalOne, Mercury, Whoop, and Thomson Reuters.

• Small team, big ownership: Shape how we qualify technical fit, demonstrate value, and carry customer insight back into the product.

• Greenfield opportunity: This is a founding role—you will be the first solutions engineer ever hired at Neo.Tax! Help develop the demos, proof points, and solution patterns that make a complex product easier to evaluate and adopt.

• Ownership-oriented: You keep evaluations moving, follow through on commitments, and make the next step clear.

• A proactive communicator: You summarize what you heard, surface risks early, and ask clarifying questions instead of making assumptions.

• Customer- and business-aware: You connect technical choices to customer outcomes and commercial priorities.

• Pragmatic: You explain trade-offs and recommend a workable path rather than defaulting to a perfect-on-paper solution.

• Comfortable with ambiguity: You can learn a customer’s environment quickly and make progress without a complete spec.

• You’ll work across Sales, Customer Success, Product, and Engineering, with a direct line from customer conversations to product feedback and go-to-market improvements.

• We’re remote-first and prefer time zones that can overlap with our San Francisco, CA headquarters. Key customer engagements may occasionally require travel.

• We actively experiment with AI tools and workflows; we value using them to accelerate thoughtful work, not as a substitute for technical judgment.

• A typical day may include preparing a tailored demo, leading technical discovery, building a lightweight proof of concept, documenting risks and next steps, and sharing recurring customer feedback with the team.

• You understand Neo.Tax’s product, customer workflows, and the technical patterns that commonly come up in evaluations.

• You can independently lead discovery and tailored demos for common use cases, clearly explaining fit, requirements, and limitations.

• You’ve built or improved reusable demo assets, proof-of-concept approaches, or reference materials that help customers evaluate value and feasibility.

• You’ve established strong working relationships with Sales, Customer Success, Product, and Engineering and provide clear, actionable customer feedback.

• People who want a purely internal engineering role and do not enjoy regular customer interaction.

• People who need fully specified requirements before they can make progress.

• People who overpromise, avoid surfacing risks, or struggle to explain technical trade-offs clearly.

• People who treat every customer request as a one-off build instead of looking for repeatable product or solution patterns.