Remote Solutions Engineer

Summary

Join Grata as a customer-obsessed Solutions Engineer to own the end-to-end lifecycle of a customer’s CRM integration journey. As the primary liaison between clients and internal teams, you will provide expert advice on CRM best practices, monitor integration health, debug and troubleshoot errors, and partner with engineering to drive resolution of any issues that arise.

Requirements

• 4+ years of experience in a Sales Engineer, Solutions Engineer, or similar role, with a focus on CRM integrations
• Bachelor’s degree in Computer Science, Information Technology, or equivalent work experience
• Strong technical knowledge of CRM systems (e.g., Salesforce, HubSpot, DealCloud, Affinity)
• Salesforce Architect Certification (specifically Application and Data Architect)
• Ability to effectively communicate complex technical concepts to non-technical stakeholders
• Strong collaboration skills and the ability to work independently across multiple teams, including sales, customer success, product managers and engineering teams
• Ability to code in Python and independently address minor CRM issues

Responsibilities

• Own the end-to-end lifecycle of a customer’s integration journey at Grata, serving as the CRM expert
• Through your deep product knowledge and knowledge of CRMs, you will drive the integration by providing guidance on integration set-up based on the customer’s data architecture and objectives through ensuring problem areas are investigated and addressed
• Serve as the integrations subject matter expert during pre-sales processes, supporting trials/evaluations as the customer establishes the CRM integration with Grata
• Discover the customer's business needs, and position the best integration solution to achieve those business objectives
• Drive resolution for any CRM issues faced by customers by being the first line of defense in troubleshooting and determining the root cause of the issue, as well as implementing a fix for minor bugs identified or engaging with engineering to resolve more complex integration bugs
• Build scripts that serve as tools for you and others internally, ultimately driving visibility into CRM settings and errors that serve as early indications of integration issues
• Convey a deep understanding of the customer's CRM data architecture as it pertains to Grata’s integration
• Perform daily and continuous proactive monitoring of CRM integration issues and data inconsistencies; this includes reviewing CRM logs to ensure the integration health for strategic accounts
• Maintain and update documentation on CRM Integrations that inform the commercial organization and manage training for integrations
• Collaborate with product managers and engineering to build the CRM roadmap, advocate for system improvements and build evidence on impact to customer base
• Monitor industry trends as CRM systems evolve to ensure Grata’s integration remains robust and adapts with the evolving technological landscape

Benefits

• Unlimited PTO policy
• Flexible Work Location policy: all employees are given a bank of time (up to 14 weeks!) of working remotely
• Medical, dental, vision plans: we offer plans with 100% coverage of premiums for employees
• 12 weeks of parental leave
• 401k
• Stock options for all of our employees
• Equity Commuter benefits
• Company-sponsored lunch through Grubhub on a weekly basis
• Dog-friendly office