2+ years in solutions engineering, sales engineering, or technical support, preferably in SaaS or B2B environments.
Familiarity with security and data privacy frameworks like SOC 2 and GDPR.
Experience troubleshooting application and account setup issues.
Proficient in configuring software integrations for customer onboarding.
Ability to communicate technical concepts to both technical and non-technical audiences.
Strong understanding of customer pain points and solution positioning.
Self-starter with a proactive approach in fast-paced, unstructured environments.
Effective communication skills for collaboration in a distributed team.
Responsibilities
Partner with Account Executives to guide prospects through the sales cycle as a technical advisor.
Understand customer requirements to deliver tailored demos and trials.
Assist prospects with self-service setup and basic user provisioning.
Field technical and security questions, coordinating with internal teams as necessary.
Prepare demo environments with customized sample agreements for prospects.
Facilitate document and data migrations for new customers in collaboration with internal teams.
Triage and escalate bugs affecting trial accounts, ensuring resolution.
Lead technical demonstrations that align with prospects' business objectives.
Collaborate on RFPs and questionnaires during the sales process.
Create and maintain technical documentation for customer success.
Become a product expert and understand the competitive landscape.
Benefits
Flexible work environment with a focus on outcomes and autonomy.
Company-paid group benefits for employees and their families, including $1,000 for mental health support.
Generous time off policies and holiday closures for work-life balance.
Monthly paid meals and an annual wellness allowance for personal well-being.
Competitive stock option grants for early employees.
Full Job Description
ABOUT THE ROLE
As a Solutions Engineer at Spellbook, you'll be the technical backbone of our sales organization. Partnering closely with our Account Executives and Post-Sales Legal Solutions team, you'll ensure prospects and customers have a frictionless experience, from first demo through trial to close, and post-close setup. You'll own the technical side of the buying journey: understanding enterprise customer requirements, delivering demos and trials that address them, answering product and technical questions with confidence, guiding prospects through setup, and giving prospective customers the assurance that Spellbook fits securely into their practice. This role is fully remote and open to candidates located in the United States or Canada.
RESPONSIBILITIES
Partner with Account Executives to support prospects throughout their evaluation, serving as the technical trusted advisor across the sales cycle.
Understand enterprise customer requirements and use them to plan and deliver successful demos and trials.
Guide prospects through self-service setup steps and handle basic user and integration provisioning so trials start smoothly.
Field product, technical, security, and data privacy questions from prospects and customers, bringing in internal teams when needed.
Prepare demo and trial environments, including uploading sample agreements tailored to the prospect's use cases.
Facilitate document and data migrations for new and prospective customers in partnership with internal teams.
Triage bugs and functionality issues affecting in-trial accounts, escalating to Engineering and other internal teams when needed and owning issues through resolution.
Lead technical demonstrations and proofs of concept that address prospects' unique business objectives.
Work cross-functionally to complete RFPs and questionnaires as part of the sales cycle.
Create and maintain technical content and documentation so prospects and customers are successful using Spellbook.
Become a product expert across the Spellbook platform and understand the competitor landscape.
Perform any additional tasks assigned by management that contribute to the improvement of the sales team or achievement of revenue goals, including but not limited to attending events/conferences or hosting internal training sessions.
QUALIFICATIONS
2+ years of experience in a solutions engineering, sales engineering, technical support, or similar customer-facing technical role, ideally in SaaS or B2B environments.
Familiarity with security and data privacy frameworks (e.g., SOC 2, GDPR, PIPEDA) and the ability to articulate their business benefits.
Experience troubleshooting application setup, account setup, and basic user provisioning issues.
Experience configuring software integrations for customer trials or onboarding.
Able to clearly articulate technical concepts and business benefits to both technical and non-technical audiences, including lawyers and IT teams.
Strong ability to understand customer pain points and position solutions that meet their needs.
A self-starter with a bias towards action, energized by a fast-paced environment and able to thrive in an unstructured one.
Effective verbal and written communication skills and ability to collaborate effectively within a distributed team.
Proficient with tools like HubSpot, or equivalent, for tracking and managing customer interactions.
Must be legally entitled to work in the United States or Canada.
NICE TO HAVES
Experience in a startup environment, demonstrating adaptability and resilience in fast-paced settings.
Familiarity with the legal tech space, understanding its unique challenges and opportunities.
Previous experience in a high-growth scaling tech company, showcasing your ability to navigate rapid change and drive results.
Experience delivering product demonstrations and technical presentations to business and technical stakeholders.
Experience deploying or administering Microsoft 365 / Word add-in environments.
Comfort using AI tools responsibly to support tasks such as research, drafting, or data review.
WHY JOIN SPELLBOOK?
Embrace autonomy and accountability in a flexible work environment; we focus on outcomes and empower you to determine how to get the job done
Access our company-paid group benefits for you and your family, with $1,000 towards mental health support
Disconnect during our holiday closure and take advantage of our generous time off policies throughout the year
Enjoy monthly paid meals, an annual wellness allowance to support your well-being and parental leave top-ups as your family grows
Secure your stake in our success; you'll receive competitive stock option grants as a pivotal early employee
