Solutions Engineer

About Us

The financial advisory industry is a $80T market in the US, but has seen little technological innovation compared to the self-service market (Robinhood, Betterment, Wealthfront, SoFi). Client data management is a universally painful and expensive problem for financial advisors. Today, advisors manually collect, update, and utilize client data across the 7-10 software tools that they use to run their business. Data transcription and translation across systems is time-consuming and error-prone, leading to costly inefficiencies and embarrassing client-facing problems.

Managing data access control, audit logs, and compliance is a constant challenge, particularly in larger organizations.

We are building the first wealth tech data orchestration company. We sync client data across a financial advisor's tech stack, unlocking the efficiency of a fully-integrated software suite with the choice of tools that best fit their business. We are laser-focused on enabling the best technology experiences for advisors and unlocking the potential of the entire wealth tech software ecosystem. We’re an experienced team of start-up operators with deep roots in both tech and advisory.

You can learn more about us on our website.

Role overview:

• Technical lead for customer-facing engagements across the full Dispatch customer lifecycle: sales, implementation, launch, and ongoing expansion.

• Partner closely with Sales, Account Management, and Client Service Management to deeply understand customer workflows, technical environments, and business goals.

• Own the technical narrative of Dispatch for prospects and customers—demonstrating how Dispatch fits into their existing systems, solves real problems, and scales with their business.

• Translate customer needs and constraints into clear technical designs, implementation plans, and product feedback for Engineering and Product.

• Act as a trusted technical advisor to customers, helping them navigate complexity and make confident decisions using Dispatch.

Where you’ll make an impact:

• Lead the technical aspects of pre-sales discovery, solution design, and product demonstrations for complex, enterprise prospects.

• Design and execute onboarding and implementation strategies for new customers, serving as the primary technical point of contact through launch.

• Collaborate with Client Service Management, Account Management, and Engineering to triage issues, debug integrations, and ensure successful customer outcomes.

• Enable revenue growth by supporting renewals, expansions, and upsell opportunities with deep product and technical expertise.

• Elevate Dispatch’s technical credibility by educating customers, partners, and internal teams through documentation, training materials, and best practices.

Requirements:

• 5+ years of experience as a Solutions Engineer, Sales Engineer, or in a similar customer-facing technical role supporting complex software products.

• Strong track record of supporting enterprise or mid-market customers with data-centric, workflow-heavy systems.

• Deep technical fluency—you understand how modern software systems work (APIs, data flows, integrations, permissions) and can reason about them end to end.

• Experience working closely with cross-functional teams including Sales, Product, Engineering, and Customer Success.

• Comfortable operating in an early-stage, fast-paced environment with ambiguity, evolving processes, and shifting priorities.

• You are:

  • Customer-centric — you anchor your work in customer outcomes and are driven to deliver real, tangible value.

  • Systems thinker — you understand how people, processes, and technology interact, and can design solutions that work holistically.

  • Clear communicator — you can explain complex technical concepts simply and tailor your message to technical and non-technical audiences.

  • Relentless problem-solver — you dig into messy, ambiguous problems and work through them methodically until there’s clarity.

  • Impact-focused and fast-moving — you prioritize what matters most and move quickly to help customers and teams succeed.

You’ll stand out if you have:

• Experience at seed or early-stage startups, especially during periods of rapid growth and…