Associate Solutions Engineer, Authorium

• 2+ years of experience in a technical or analytical role (Implementation, Support, or Junior Analyst) preferably within B2B SaaS
• Strong logical aptitude: Ability to understand conditional logic (if/then/else) and structured data
• High attention to detail: Proven ability to manage documentation and follow complex processes without skipping steps
• Effective Communication: Ability to explain technical steps clearly to both internal teammates and external users
• Adaptability: Comfort in fast-paced technical environments with continuous product delivery and ongoing learning
• Must be based in (or planning to relocate to) the San Francisco Bay Area — this role is hybrid with Monday–Thursday in-office

Desirable

• As an Associate Solutions Engineer (ASE), you are a delivery owner
• You will be responsible for key customer delivery and engagement motions - participating in discovery, articulating design and configuring client ready solutions, and maintaining clear documentation of system decisions
• You are responsible for the accuracy of your tasks, the clarity of your communication, and meeting project milestones
• This role is a blend of system collaborative consulting, and both individual and team-based contributions
• As a member of the Solutions team, you will collaborate with all other business units to continuously improve our product, our engagement motions, and the quality of our delivery
• You will embody our C.A. R.E. values (Collaborate, Accountable, Resilient, Establish Excellence) as you grow into a subject matter expert
• Support the configuration of templates, workflows, and rules based on established design patterns
• Assist in translating customer requirements into functional system setups
• Maintain a clear pulse on your assigned tasks, surfacing blockers or questions to your lead early
• Draft design documentation, workflow logic diagrams, and configuration notes
• Ensure all "as-built" documentation is accurate and reflects the final state of the customer environment
• Help prepare handoff materials for Quality Assurance to meet the demanding needs of our customers
• Co-lead discovery sessions and working meetings to capture requirements and action items
• Increasingly take on facilitation for specific, defined segments of the implementation journey
• Prepare presentation materials and platform demos for customer-facing meetings
• Execute disciplined QA practices and UAT scripts to validate that configurations meet requirements
• Perform initial troubleshooting for configuration issues, documenting reproduction steps for more complex bugs
• Assist in data validation and clean-up to ensure seamless platform launches
• Collaborate with Product and Engineering teams to understand new features and platform capabilities, based on your customers needs
• Leverage internal playbooks and templates to ensure consistency across customer engagements
• Actively participate in peer reviews to learn and refine best practices with a goal of improving technical accuracy