Customer Solutions Engineer; Implementation & Integrations

Banyan Infrastructure is on a mission to unlock the trillions of dollars needed to finance the renewable infrastructure revolution. We are a dynamic fintech company providing a cutting-edge software solution that empowers banks, funds, and other financial institutions globally to efficiently invest in sustainable projects and achieve their net-zero targets. Join us in building the future of green finance.

We’re looking for a Customer Solutions Engineer to join Banyan as the founding implementation hire on the Customer Success team. This role blends process design, systems thinking, and hands-on implementation to translate customer workflows and data into scalable solutions within the Banyan platform. You will own complex customer implementations end to end while also designing and operationalizing Banyan s implementation practice
, including the processes, playbooks, tools, and templates that enable successful customer onboarding and expansion as we grow. This is a hands-on, project-based role
. You will engage deeply during onboarding and major module deployments, then transition out once solutions are live and stable, with re-engagement as new modules, integrations, or complex use cases arise. This is a true builder role with outsized impact on how Banyan delivers value to customers. We value curiosity, collaboration, and a constant drive to raise the bar, and we are committed to fostering a supportive, inclusive team.

• Own Customer Implementations
  • Own and drive end-to-end implementations for new customers and major module rollouts
  • Serve as the primary technical point of contact during onboarding and complex integrations
  • Map customers  existing business, financial, and operational processes and translate them into streamlined workflows within the Banyan platform
  • Map and validate data from disparate customer systems into clean, scalable data import processes and reporting views
  • Configure platform modules, dashboards, and process flows aligned to customer business goals
  • Ensure data accuracy, integrity, security, and scalability throughout the implementation process
• Build the Implementation Practice
  • Design standardized onboarding frameworks and implementation project plans
  • Create reusable playbooks, templates, tools, and implementation documentation
  • Define best practices for process alignment, data mapping, validation, reporting, and handoff to Customer Success Managers
  • Continuously refine implementation approaches based on customer learnings and scale needs
  • Partner closely with Customer Success Managers to ensure smooth post–go-live transitions and product adoption
• Collaborate Cross-Functionally
  • Collaborate with Sales Engineer to inform pre-sales solution designs and plan for post-sale implementations
  • Collaborate with Product and Engineering to share customer insights and recurring implementation patterns
  • Inform product roadmap decisions with real-world customer workflow and implementation feedback

• 5+ years of experience in B2B SaaS implementation, solutions delivery, or solutions consulting roles
• Demonstrated experience mapping customer processes and translating them into software workflows
• Experience building, scaling, or significantly refining implementation or onboarding practices in a startup, early-stage, or high-growth SaaS environment
• Strong expertise in data architecture, APIs, workflow automation, data mapping, transformation, and validation
• Proven project management skills with the ability to drive complex, multi-stakeholder implementations from discovery through go-live
• Excellent communication skills, with the ability to guide customers through both process change and technical configuration
• Startup mindset with comfort operating in ambiguity, building structure, and owning outcomes

Bachelor s degree required

• Strong proficiency with core financial principles and complex financial data sets.
• Experience with project finance or infrastructure workflows is strongly preferred.

• Work at the forefront of sustainable finance and climate impact
• Engage with mission-driven institutions deploying real-world infrastructure projects
• Solv…