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Banyan Infrastructure · 1 day ago

Customer Solutions Engineer (Implementation & Integrations)

San Francisco, CA

Full-time

Hybrid

Senior Level

$150K/yr - $175K/yr

5+ years exp

Banyan Infrastructure is a dynamic fintech company providing a cutting-edge software solution for sustainable projects. They are seeking a Customer Solutions Engineer to lead customer implementations and build the implementation practice, ensuring successful onboarding and operationalizing customer workflows.

CleanTechComplianceFinTechInfrastructureSoftware

No H1B

Responsibilities

Own and drive end-to-end implementations for new customers and major module rollouts

Serve as the primary technical point of contact during onboarding and complex integrations

Map customers' existing business, financial, and operational processes and translate them into streamlined workflows within the Banyan platform

Map and validate data from disparate customer systems into clean, scalable data import processes and reporting views

Configure platform modules, dashboards, and process flows aligned to customer business goals

Ensure data accuracy, integrity, security, and scalability throughout the implementation process

Design standardized onboarding frameworks and implementation project plans

Create reusable playbooks, templates, tools, and implementation documentation

Define best practices for process alignment, data mapping, validation, reporting, and handoff to Customer Success Managers

Continuously refine implementation approaches based on customer learnings and scale needs

Partner closely with Customer Success Managers to ensure smooth post–go-live transitions and product adoption

Collaborate with Sales Engineer to inform pre-sales solution designs and plan for post-sale implementations

Collaborate with Product and Engineering to share customer insights and recurring implementation patterns

Inform product roadmap decisions with real-world customer workflow and implementation feedback

Qualification

B2B SaaS implementationData architectureProject managementWorkflow automationData mappingStartup mindsetFinancial principlesInfrastructure workflowsCommunication

Required

5+ years of experience in B2B SaaS implementation, solutions delivery, or solutions consulting roles

Demonstrated experience mapping customer processes and translating them into software workflows

Experience building, scaling, or significantly refining implementation or onboarding practices in a startup, early-stage, or high-growth SaaS environment

Strong expertise in data architecture, APIs, workflow automation, data mapping, transformation, and validation

Proven project management skills with the ability to drive complex, multi-stakeholder implementations from discovery through go-live

Excellent communication skills, with the ability to guide customers through both process change and technical configuration

Startup mindset with comfort operating in ambiguity, building structure, and owning outcomes

Bachelor's degree required