Solutions Engineer

The Role

We’re looking for founding Solutions Engineers who thrive at the intersection of technical depth and commercial impact — driving revenue by bridging the gap between our platform and our customers' most critical investment workflows. You’ll prove that our knowledge engine works not in the abstract, but on a prospect's actual data, in their actual workflows.

That means taking messy PDFs, CapIQ feeds, Excel models, and SharePoint docs from real financial services firms and showing — live — how Rowspace transforms them into clear, actionable insights. You'll leverage your technical background to build trust, lead discovery, own the POC, and turn skeptical investors into power users.

This is a builder's role — you’ll be demoing, building, and iterating alongside our founders and engineers. You'll have real agency and autonomy, owning the full technical customer lifecycle from first technical win through adoption and expansion.

What You'll Do

• Lead technical discovery and demo — map customer workflows, data sources, and pain points to the platform, identify where Rowspace can drive the most value, and paint the art of the possible for skeptical finance audiences.

• Own the POC & technical win — build on a prospect's data, prove business impact during the evaluation phase, and be the primary technical contact from kickoff to close.

• Partner with AEs on deal strategy — understand how prospects invest, what they care about, and position Rowspace against how they actually work today.

• Drive adoption and expansion — stay close to customers post-sale, help them reimagine their workflows from the ground up, and identify opportunities to deepen usage across teams and use cases.

• Act as the voice of the customer — bring signal from the field and work with engineering and product to identify what should be productized and shape the roadmap.

• Develop reusable technical assets and playbooks to speed up future sales cycles and build institutional knowledge across the team.

What You Have

• 2–5+ years in a technical customer-facing role (sales/solutions engineer, solutions architect, implementation consultant), or financial engineering/data science with customer-facing experience.

• Technically fluent — you’re comfortable using Claude Code, Cursor, etc. to work with code, APIs, and messy real-world data environments (PDFs, Excel models, CapIQ feeds).

• Familiar with AI/ML concepts — RAG, embeddings, LLMs, unstructured data ingestion.

• Sales instincts — you know how to move deals forward, handle objections, navigate organizational dynamics, and win against the status quo. Comfortable owning the technical side of a sales cycle end to end.

• High agency and a builder's mindset — comfortable wearing multiple hats, you enjoy building solutions and figure things out without waiting to be told what to do.

• Strong communicator — you hold your own with a CIO at high-end finance firm on a technical deep-dive and shift to outcomes-focused language with a portfolio manager in the same meeting.

• Familiarity with financial services is a plus — you understand how investors use data, what due diligence looks like, and why data accuracy matters.

Perks & Benefits

• Health & Wellness: Comprehensive medical, dental, and vision insurance

• Future Planning: 401(k) plan including employer match on contributions made while employed by Rowspace

• Time Off: Unlimited PTO policy—we trust you to take the time you need to recharge

• Food & Fuel: Monthly commuter stipend, plus free daily lunch and a fully stocked snack bar in the office

• Team Culture: Regular team offsites to bond and strategize away from the desk