Eltropy · 8 hours ago
Solutions Engineer
United States
Full-time
Remote
Senior Level, Lead/Staff
8+ years expEltropy is on a mission to disrupt the way people access financial services, and they are seeking an experienced Solutions Engineer to help credit unions enhance member experiences through their AI communications platform. The role involves providing technical expertise for pre-sales activities, collaborating with various teams to define requirements, and ensuring successful project delivery.
Artificial Intelligence (AI)Financial ServicesSoftware
Responsibilities
Provide technical expertise to support pre-sales activities, including product demonstrations and presentations to customers
Collaborate with customers, sales, product, internal architecture, engineering and implementation teams to define technical requirements and create solution designs for professional services statements of work
Document agreed scope, technical requirements and development timelines, and ensure that they are communicated effectively to all relevant stakeholders
Work closely with partners and the professional services team to ensure successful delivery of projects on-time, within budget, and to customer expectations
Develop and maintain relationships with clients, acting as a trusted advisor and technical consultant for professional services
Design and plan phased approaches to integrations with banking systems for customers, ensuring that they are compatible with the customer's existing infrastructure
Keep up to date with industry trends and emerging technologies from online banking, CCaaS, and UCaaS providers, sharing knowledge and expertise with the team
Provide technical training and support to customers and internal teams, as required
Continuously monitor and evaluate the effectiveness of solutions and identify opportunities for improvement
Qualification
Required
Minimum eight years of experience as a Solutions Engineer
Technical acumen to deep dive and demo complex B2B SaaS platform
Bachelor's degree in Computer Science, Engineering or related field
Proven experience as a Customer-Facing Solution Engineer or similar role
In-depth knowledge of credit union software market and banking systems
In-depth knowledge of top CCaaS and UCaaS vendor technologies serving the community financial services (community banks and credit unions) market
In-depth knowledge of contact center solution offerings and their related systems
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to work effectively in a team environment, and build strong relationships with customers and stakeholders
Knowledge of project management methodologies
Willingness to travel as required
Preferred
Experience with Credit Unions or in financial industry is a plus
Company
Eltropy
Eltropy is a Credit union and Community bank that offers voice, text messaging, secure chat, and video banking services.
51-200 employees
H1B Sponsorship
Eltropy has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (2)
2023 (1)
2022 (2)
2021 (2)
2020 (2)
Funding
Current Stage
Growth StageTotal Funding
$25MKey Investors
K1 Investment Management
2021-06-16Series A· $25M
Leadership Team
Ashish Garg
Co-founder and CEO
Saahil Kamath
Head of Products (AI)
Recent News
2026-01-07
2026-01-05
2025-12-19
Company data provided by crunchbase