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 ! You’ll partner with Sales, Customer Success, Product, and Engineering to lead technical discovery, design credible solutions, deliver tailored demos and proofs of concept, build customer-specific integrations, 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 engineering role. You’re responsible for meeting customer needs, which often means building beyond demos and proofs of concept. When a customer needs something the product doesn’t support yet, you’ll build it at the integration boundary of our product (authentication, data ingestion, and connections to customer systems), and that work may ship to production. Product Engineering owns the product, including that boundary, and partners with you on reviews, handoffs, and longer-term improvements.

• 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 demos, prototypes, and proofs of concept to show value and de-risk evaluations.

• Build customer-specific integrations at the edge of our product, including authentication and data ingestion. Work directly with customers to deliver solutions that meet their immediate needs and can operate reliably, then partner with Product Engineering on handoffs and longer-term improvements.

• 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.

• Troubleshoot and resolve issues with the integrations you’ve built, in partnership with Product Engineering.

• Hand off to Product Engineering when customer-specific work should become part of the core product, and partner with Customer Success to support 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; strong SQL (we use Postgres on Neon) and proficiency in Type Script and Node.js. Experience with NestJS or React is a plus.

• Ability to assess technical feasibility and explain architecture,…