Solutions Engineer

The role

You will act as the technical expert on the sales team to help community banks and credit unions understand conversational AI. You will lead technical discovery, deliver live demonstrations, and manage technical vendor evaluations.

What you will do

• Lead technical discovery and solution design.
• Partner with Client Expansion Manager to scope and close expansion opportunities.
• Build and deliver live demonstrations of the Posh platform.
• Own the technical side of vendor evaluations including RFPs and security questionnaires.
• Scope integrations with telephony, contact center platforms, core banking, digital banking, and authentication systems.
• Design and run proofs of concept.
• Explain the Posh platform to executives, contact center leaders, IT, and security teams.
• Partner with Product and Implementation teams to carry prospect requirements back to internal stakeholders.

Required qualifications

• 5+ years of experience in a customer-facing solutions engineering, sales engineering, or solutions architecture role.
• Background selling to or working with credit unions or banks.
• Familiarity with the financial institution technology and vendor ecosystem.
• Real technical depth.
• Hands-on understanding of how APIs, webhooks, and integrations work.
• Strong demo and presentation skills.
• Ability to operate in highly regulated spaces.
• Resourceful, coachable, and highly driven to win.

Nice to have

• Familiarity with core banking systems (e.g., Fiserv, Jack Henry, FIS, Corelation) and digital banking platforms (e.g., Q2, Alkami, Banno).
• Experience scoping or supporting integrations with telephony and contact center platforms, including SIP trunking, call transfer and routing, IVRs, and CCaaS systems.
• Experience with conversational AI, voice AI, or LLM-based products.

Benefits

• Competitive salary
• Company equity
• Retirement planning (401k)
• Medical, dental, and vision insurance coverage
• Fully paid parental leave
• Flexible vacation policy
• Dedicated annual budgets for professional development
• Structured, meeting-free growth days
• Monthly home office and wellness stipends
• Paid volunteer time off
• Regular team offsites

About the company

Posh provides innovative AI solutions to make customer support more accessible for financial institutions. Their AI assistants span digital and voice channels to augment staff members' ability to serve.