Senior Solutions Engineer, Wisedocs

• If you enjoy solving real-world problems, working across teams, and turning ambiguity into clear solutions, we'd love to hear from you
• 5+ years of experience as a Solutions Engineer or Sales Engineer in an enterprise SaaS environment
• Experience in regulated industries such as healthcare, insurance, or legal
• Strong solution design and problem-solving skills
• Technical aptitude, including understanding of integrations, APIs, and system workflows
• Experience working cross-functionally with Sales, Product, and Customer Success teams
• Ability to communicate complex concepts clearly to diverse audiences
• Experience working with AI tools, workflows, or prompting techniques

Desirable

• We are looking for a Senior Solutions Engineer to partner with customers, Sales, Product, and Services to design and deliver effective solutions for complex enterprise use cases
• As we move upmarket, customer problems are increasingly nuanced and don't always map directly to existing product capabilities. In this role, you will be responsible for designing practical, high-impact solutions that balance what exists today with what is possible — playing a key part in ensuring Wisedocs can meet complex customer needs while remaining scalable to deliver
• This is a hands-on, collaborative role that combines solution design, customer engagement, and cross-functional alignment to ensure successful outcomes
• Lead discovery to understand customer workflows, constraints, and goals
• Design clear, practical solution approaches that leverage Wisedocs’ capabilities
• Structure ambiguous problems into actionable solution plans
• Ensure proposed solutions are both valuable to the customer and feasible to deliver
• Lead solution-oriented demos, workshops, and proof-of-concept engagements
• Help customers understand how Wisedocs fits into their workflows and drives outcomes
• Build credibility through a strong understanding of customer needs and use cases
• Partner with Product to share grounded, actionable insights from customer engagements
• Help identify patterns in enterprise use cases that inform roadmap decisions
• Collaborate on shaping solutions where product capabilities are evolving
• Work closely with Customer Success/Services to scope implementations
• Ensure alignment between solution design and delivery approach
• Identify and communicate risks, dependencies, and constraints early
• Contribute to solution playbooks and reusable patterns for common use cases
• Support Sales and CS with guidance on positioning and solution approaches
• Share insights that improve how Wisedocs sells and delivers solutions
• Strengthen relationships with Wisedocs’ largest insurance carriers through proactive engagement, thoughtful business reviews, and consistent follow-through
• Drive retention and renewal outcomes by helping customers clearly understand and realize value within their claims workflows
• Reduce operational friction and escalations through early risk identification and structured intervention
• Influence product direction by bringing forward clear, customer-informed insights from complex carrier environments

• Round 1 – People & Culture Chat: 20–30 min conversation about your background, goals, and the role
• Round 2 – Interview with the Hiring Manager: Dive deeper into your background and experience, discuss the role in more detail, and get to know the team's vision and goals (45 min)
• Round 3 – Case Study and Team Interview: You'll work through a case study that reflects the type of work you'd be doing in the role, followed by a conversation with key members of the team to assess overall fit and collaboration style (60 min)
• Round 4 - Leadership Conversation: Meet our COO to learn about the Wisedocs vision and your impact (30 min)