Solutions Engineer

We’re a team of passionate, data-driven people on a mission to help the accounting and financial services industries move faster with better data. Our platform is built to extract and standardise accounting data, making it easy for audit firms and financial institutions to securely connect to their customers’ accounting packages.

At Validis, we’re committed to creating a diverse and inclusive workplace, where people can be themselves, contribute openly, and feel confident bringing their ideas to the table. We value different perspectives, fair opportunities, and a respectful, collaborative culture - because diverse teams build better products and deliver better outcomes. We hire great people and give them the support and trust to thrive.

As a Solution Engineer, you will champion the technical pre-sales process and then lead the initial phase of client implementation and design, working as part of the go-to-market team and collaborating closely with Product. You’ll translate customer needs into tailored solutions, deliver compelling demos and proofs of concept, and ensure a seamless hand‑off from sales to delivery to drive business growth and minimize churn.

Note:

This role involves some limited travel (e.g. 1 trip/month) for client visits, internal teambuilding, and conferences/events.

• 5–7 years in a solutions-engineering, technical consulting, or similar customer‑facing role
• Proven track record in both pre‑sales cycles and/or leading client implementations
• Strong API & integration experience within a B2B environment, with hands‑on use of Postman or equivalent
• Strong technical acumen and demonstrable solutions‑focused delivery
• Proficiency in SQL and data analysis; ability to map and transform financial or accounting data
• Excellent verbal and written communication skills, able to engage technical and non‑technical stakeholders
• Comfort working remotely and collaborating across time zones (North America and UK)

• Experience working with a series B+ B2B SaaS product
• Experience working within Financial Services
• Familiarity with commercial and/or asset‑based lending workflows; and/or audit workflows
• Experience with ERP or accounting platforms (e.g., Net Suite, Quick Books, Sage)
• Experience with audit software
• Experience with commercial lending software (e.g. Moody’s, Solifi, etc.)
• Knowledge of basic security/compliance considerations

For more information on the role, click apply and you’ll be directed to our careers page.