Solutions Engineer

Job Title

Solutions Engineer

SVP of Sales

Sales Team

We are seeking a Solution Engineer who will play a critical customer‑facing role in helping clients fully realize the value of the Case Status platform. This position involves not just demonstrating product features, but showcasing the overall value of our platform to support Account Executives in sales pursuits through compelling storytelling. You will provide technical insights, troubleshoot issues, and drive adoption, all while helping clients understand how Case Status can transform their operations.

You’ll collaborate closely with Account Executives to develop business cases, assist in client discovery workshops, and deliver impactful product demonstrations. As a strong communicator and problem‑solver, you will be essential in guiding sales efforts, and selling the vision and value of our platform beyond the technical details. In our fast‑paced, collaborative environment, your ability to work effectively within teams will be crucial to both your success and the continued innovation of our platform.

• Collaborate with sales, customer success, and product teams to deliver tailored solutions, influence the product roadmap, and ensure a seamless sales‑to‑operations technical transition in order to enhance the customer experience.
• Drive new business by supporting Account Executives with sales support, technical setup, and deal preparation.
• Lead technical implementations, troubleshoot issues, and foster strong customer relationships to drive growth and logo acquisition.
• Act as the Case Status platform expert, coaching potential customers and developing new strategies for both Account Executives and Customer Success Managers.
• Identify opportunities for growth within the customer ecosystem, passing insights to relevant teams.
• Ensure consistent use of internal tools (CRM, data, project management) for effective business operations.
• Travel as needed for on‑site customer sales presentations.

• 1+ years of experience as an SE in a high‑growth SaaS company, or 3+ years of Account Executive experience.
• Ability to analyze customer challenges and present prescriptive solutions for achieving successful outcomes.
• Outstanding verbal and written communication skills, with professionalism and polish during in‑person and Zoom meetings.
• Self‑motivated and proactive mindset, with a strong desire to learn and lead by example.
• Strong organizational skills, including the ability to follow through, complete tasks, drive customer outcomes, and motivate others to do the same.
• Autonomous and independent mindset—able to get things done with minimal oversight, while being a team player.
• Desire to achieve and exceed metrics associated with the role (e.g., demo to close percentage, velocity of deal, overall company bookings goal).
• Passion for providing an exceptional customer experience—this is our top priority.

Case Status is based in Daniel Island, Charleston, SC. The candidate must be local and on‑site. Applicants that are not currently located in the Charleston area need not apply.

We’re one of the fastest‑growing, venture‑backed tech startups based out of beautiful Charleston, SC, most recently ranking #50 on the Inc. 5000 list of fastest growing software companies. With a total market opportunity of almost $5 B, we’ve been making big waves in the legal industry by enabling our customers to provide their clients real‑time case status communications, proprietary progress tracking, smart scheduling, custom legal NPS system and more.

We are completely transforming how law firms interact with their clients through a combination of cutting‑edge software, AI technology, innovative solutions and a bunch of really “rad” people.

Radically Disruptive – We make a point to go above and beyond in everything we do. Through creativity, diligence and clear expectations, we proactively challenge the status quo, embrace failure, and adapt when necessary for the greater good of the mission.

Actively Curious – Making an impact on our customers and their clients’ matters deeply to us. We value humility and solve for others…