Transparent Search Group
Customer Solutions Engineer
About the role
Company: Confidential - Venture-backed construction fintech company
Location: San Francisco, CA (downtown office, 5 days per week)
Compensation: $110,000 - $180,000 + 0.01% - 0.10% equity
Employment Type: Full-time
Visa Sponsorship: Visa transfers (OPT, H-1B transfer)
About the Company
A venture-backed financial operations platform for construction that connects decades-old industry systems and deploys AI for invoicing, compliance and billing.
The Role
Our client is hiring a smart generalist to become an expert on its product and lead both sales demos and customer implementations, reporting directly to the co-founder/CEO. You will guide customers from technical sales support through hands-on onboarding, project management and customer success, learning a complex B2B product in depth as the company onboards 5-8 new customers a week.
What You Will Do
- Lead discovery and product demos with Sales, answer technical questions and qualify fit.
- Own customer onboardings end to end: configure the product, train customers and serve as their primary contact.
- Project-manage many implementations at once with plans, timelines, milestones and escalations.
- Spot churn risks and upsell opportunities, and feed product feedback to engineering.
- Build templates, tooling, documentation and education materials that scale onboarding to hundreds of customers.
- Define and improve KPIs for onboarding timelines.
What You Bring
- A strong generalist with technical aptitude and excellent communication
- Experience with customer-facing technical work such as solutions, implementation or customer success
- Project management skills across many parallel customers
- Ability to work in person in downtown San Francisco 5 days a week
Nice to Have
- Construction, fintech or B2B SaaS experience
Your application is reviewed by a TSG search consultant.
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