[Hiring] Solutions Engineer @Neo.Tax

Role Description

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, and deliver tailored demos and proofs of concept.
• 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.

Qualifications

• 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.
• 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.

Requirements

• 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.

Benefits

• 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)

Working Model

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).

What Success Looks Like in 90 Days

• 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.

Who Should Not Apply

• 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.