Customer Solutions Engineer

Posted 2025-08-23
Remote, USA Full Time Immediate Start
<p style="min-height:1.5em"></p><h1><strong>Who We Are</strong></h1><p style="min-height:1.5em">Popl is building the first In-Person Marketing Platform—replacing outdated lead retrieval tools with a unified system that empowers teams to turn real-world connections into revenue. We help go-to-market teams capture more leads, act faster, and measure everything. From lead capture to CRM sync, Popl makes every interaction count.</p><p style="min-height:1.5em"></p><h1><strong>About the Role</strong></h1><p style="min-height:1.5em">The <strong>Customer Solutions Engineer</strong> is a flexible, go-to technical resource embedded within the Customer Success team. This role is designed for someone who thrives on jumping in, solving problems, and making things work—fast.</p><p style="min-height:1.5em"></p><p style="min-height:1.5em">You won’t manage a book of business like a traditional CSM. Instead, you’ll be a <strong>technical Swiss Army knife</strong>: joining onboarding calls, accelerating time-to-value, guiding customers through CRM integrations, and helping teams with unique or advanced use cases. Whether it’s hosting office hours, assisting on a fast-moving rollout, or troubleshooting an edge-case setup, you’ll bring clarity and confidence to our customers when it matters most.</p><p style="min-height:1.5em"></p><p style="min-height:1.5em">This role also plays a key internal function: surfacing product feedback, partnering with our Integrations Program Manager, and ensuring that technical knowledge flows freely across the team.</p><p style="min-height:1.5em"></p><h1><strong>What You’ll Do</strong></h1><h3><strong>🎯 Jump In Where It Matters Most</strong></h3><ul style="min-height:1.5em"><li><p style="min-height:1.5em">Join live customer calls—especially for new accounts that need fast onboarding or setup support</p></li><li><p style="min-height:1.5em">Guide customers through technical steps such as CRM integration walkthroughs, field mapping, enrichment workflows, and lead routing logic</p></li><li><p style="min-height:1.5em">Run ad hoc onboarding sessions or “office hours” to unblock customers in real-time</p></li></ul><h3><strong>🔧 Assist With Technical Setups</strong></h3><ul style="min-height:1.5em"><li><p style="min-height:1.5em">Support CSMs by assisting on the technical aspects of implementation (you won’t own the full integration process, but you’ll make the hard parts easy)</p></li><li><p style="min-height:1.5em">Help configure Popl for unique customer use cases that require specialized workflows or data logic</p></li><li><p style="min-height:1.5em">Translate customer requirements into actionable setup recommendations</p></li></ul><h3><strong>🧠 Enable Internal Teams + Funnel Feedback</strong></h3><ul style="min-height:1.5em"><li><p style="min-height:1.5em">Partner with the Integrations Program Manager to share real-time customer feedback and edge-case patterns</p></li><li><p style="min-height:1.5em">Act as an internal resource for teammates needing support on technical topics or product configurations</p></li><li><p style="min-height:1.5em">Participate in cross-functional enablement sessions to increase fluency across the broader CX and GTM orgs</p></li></ul><p style="min-height:1.5em"></p><h1><strong>What We’re Looking For</strong></h1><ul style="min-height:1.5em"><li><p style="min-height:1.5em">2–5 years experience in a technical customer-facing role (Solutions Engineering, Implementation, RevOps, Technical CSM)</p></li><li><p style="min-height:1.5em">Strong familiarity with CRM platforms like Salesforce, HubSpot, Pipedrive, and HR platforms like Azure Active Directory, Workday, and Google Workspace</p></li><li><p style="min-height:1.5em">Strong troubleshooting instincts and the ability to talk through workflows clearly with non-technical users</p></li><li><p style="min-height:1.5em">A highly independent operator who’s also deeply collaborative—comfortable working across Success, Product, and Engineering</p></li><li><p style="min-height:1.5em">Quick to jump into live calls, proactive in solving blockers, and confident owning the “how” of implementation</p></li></ul><h1><strong>Nice to Haves</strong></h1><ul style="min-height:1.5em"><li><p style="min-height:1.5em">Familiarity with Zapier</p></li><li><p style="min-height:1.5em">Light experience with APIs, JSON, or field-level CRM structures</p></li><li><p style="min-height:1.5em">Experience supporting sales or marketing tech stacks in startup environments</p><p style="min-height:1.5em"></p></li></ul><h1><strong>Why join us?</strong></h1><ul style="min-height:1.5em"><li><p style="min-height:1.5em">Be part of a rocket-ship startup redefining how professionals connect and grow.</p></li><li><p style="min-height:1.5em">Work closely with experienced leaders and cross-functional teams to shape our financial strategy.</p></li><li><p style="min-height:1.5em">Make a measurable impact in a role critical to our long-term success.</p></li><li><p style="min-height:1.5em">Fully remote</p></li><li><p style="min-height:1.5em">Competitive salary</p></li><li><p style="min-height:1.5em">Meaningful equity</p></li><li><p style="min-height:1.5em">Full insurance &amp; benefits</p></li><li><p style="min-height:1.5em">Unlimited PTO</p></li><li><p style="min-height:1.5em">$250 monthly wellness credit</p></li><li><p style="min-height:1.5em">Constant daily learning****</p></li></ul><p style="min-height:1.5em"></p><h1><strong>About Popl</strong></h1><p style="min-height:1.5em">Popl is defining a new space as the first ever in-person marketing platform. Our SaaS products help companies and professionals instantly share contact info, capture leads, export to CRMs, and more. We’re on a mission to empower every person and organization to grow faster, one connection at a time.</p>
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