Customer Solutions Engineer

About the role

The Customer Solutions Engineer is a flexible, go-to technical resource embedded within the Customer Success team. This role is designed for someone who thrives on jumping in, solving problems, and making things work—fast.

What You’ll Do

• Join live customer calls—especially for new accounts that need fast onboarding or setup support
• Guide customers through technical steps such as CRM integration walkthroughs, field mapping, enrichment workflows, and lead routing logic
• Run ad hoc onboarding sessions or “office hours” to unblock customers in real-time
• Assist With Technical Setups
• Support CSMs by assisting on the technical aspects of implementation (you won’t own the full integration process, but you’ll make the hard parts easy)
• Help configure Popl for unique customer use cases that require specialized workflows or data logic
• Translate customer requirements into actionable setup recommendations

What We’re Looking For

• 2–5 years experience in a technical customer-facing role (Solutions Engineering, Implementation, RevOps, Technical CSM)
• Strong familiarity with CRM platforms like Salesforce, HubSpot, Pipedrive, and HR platforms like Azure Active Directory, Workday, and Google Workspace
• Strong troubleshooting instincts and the ability to talk through workflows clearly with non-technical users
• A highly independent operator who’s also deeply collaborative—comfortable working across Success, Product, and Engineering
• Quick to jump into live calls, proactive in solving blockers, and confident owning the “how” of implementation

Nice to Haves

• Familiarity with Zapier
• Light experience with APIs, JSON, or field-level CRM structures
• Experience supporting sales or marketing tech stacks in startup environments