Customer Engineer (Pre-Sales)

Role Overview

As a Customer Engineer at Federato, you’ll be a hands-on in helping insurance carriers and MGUs realize the full power of the Federato platform. You’ll partner with Sales to lead technical discovery, solution design, and demo delivery. You’ll also co-create the systems, tools, and content that drive our early CE motion.

What You'll Be Doing

• Own technical sales engagements from discovery through close
• Deliver tailored, high-impact demos focused on business outcomes
• Translate customer workflows into Federato configurations including quoting, rating, endorsements, and portfolio optimization
• Lead RFP and security questionnaire completion in collaboration with Product and Security teams
• Build and maintain reusable demo environments reflecting target customer segments
• Develop onboarding materials, configuration libraries, and example rating logic
• Partner with the Manager, Pre-Sales and Product Marketing to refine messaging frameworks and technical collateral
• Co-define and continuously improve the pre-sales lifecycle (discovery, solutioning, handoffs, etc.)
• Contribute to shared team assets like: Discovery playbooks, Configuration scopes and success criteria templates, Demo setup guides and walkthroughs
• Collaborate with Product and Engineering to align roadmap with customer pain points
• Surface recurring objections and product gaps with clarity and context
• Provide post-sale context to Implementation & Customer Success

Who We Hope You Are

• 6–10+ years in technical pre-sales, solutions engineering, or technical consulting
• Hands-on experience in demos, architecture design, and enterprise sales support
• Strong insurance domain knowledge (or curiosity to learn quickly)
• Familiarity with policy lifecycle management, rating, quoting, and underwriting systems
• Ability to communicate technical value to both execs and practitioners
• Coding competence in Javascript and SQL
• Up to 30% Travel

Our Company

• Base salary range: $175,000 to $195,000, with on-target earnings (OTE) ranging from $245,000 to $275,000
• Total compensation package includes stock options, benefits, and additional perks
• We are an equal-opportunity employer and value diversity at our company