Solutions Engineer • Mid-Level

Who you are

You have a strong background in technical roles, ideally with experience in customer-facing positions. You understand the complexities of client data management and have a knack for translating technical concepts into business value. Your ability to communicate effectively with both technical and non-technical stakeholders sets you apart. You thrive in collaborative environments and enjoy working closely with sales and account management teams to drive customer success. You are detail-oriented and have a problem-solving mindset, always looking for ways to improve processes and enhance customer experiences.

Desirable

Experience in the financial advisory industry or a related field is a plus. Familiarity with data management tools and software integration will help you excel in this role. You are comfortable with technical documentation and have a proactive approach to learning new technologies. A background in software engineering or technical support can also be beneficial as you navigate customer technical environments.

What you'll do

As a Solutions Engineer at Dispatch, you will be the technical lead for customer engagements, guiding clients through the entire lifecycle from sales to implementation and ongoing support. You will partner closely with sales teams to understand customer needs and tailor solutions that fit their workflows. Your role will involve conducting technical assessments and providing insights into how Dispatch's offerings can streamline client data management. You will also collaborate with account management to ensure successful implementation and customer satisfaction post-launch. Your technical expertise will be crucial in addressing any challenges that arise during the integration of our solutions into clients' existing systems.

You will be responsible for creating and maintaining technical documentation that supports both internal teams and clients. This includes developing training materials and conducting workshops to empower clients to utilize our solutions effectively. You will also gather feedback from customers to inform product development and enhancements, ensuring that Dispatch continues to meet the evolving needs of the financial advisory market.

What we offer

At Dispatch, we provide a supportive and inclusive work environment where your contributions are valued. You will have the opportunity to work with a talented team of professionals who are passionate about transforming the financial advisory industry through technology. We offer competitive compensation and benefits, along with opportunities for professional growth and development. Join us in our mission to innovate and improve the client data management experience for financial advisors.