Solutions Engineer

Overview

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, 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.

What you’ll do

• 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.

What we’re looking for

• 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 over promising.

• 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.

Nice to have

• Experience…