Customer Success Engineer

Finvari is a fast-growing SaaS startup transforming the way construction companies handle payments. Our mission is to eliminate manual, repetitive payment tasks, empowering construction leaders to focus on building the infrastructure of tomorrow. From field employees to the C-Suite, our customer-centric software streamlines processes, improves efficiency, and drives innovation across the industry. We're a close-knit, experienced team with a track record of building and scaling successful software companies—some of which have even gone public. At Finvari, innovation, creativity, and customer focus are at the heart of what we do. We're looking for team members who share our passion for problem-solving and want to make a direct impact. Our culture is collaborative, autonomous, and customer-obsessed. As a Customer Success Engineer, you will serve as the technical champion to customers; leading seamless onboarding, supporting integrations, and resolving complex issues. You’ll work cross functionally with Customer Success, Product, and Engineering to investigate problems and design solutions that maximize the value of the Finvari platform. This is an ideal role for someone who is analytical, technically curious, and excited about owning problems end-to-end. Strong candidates operate independently once given context—asking thoughtful questions, synthesizing information, and moving forward in ambiguous situations without waiting for detailed direction. This is a hybrid role that allows for remote work flexibility. Once a week, we get together for in-person team collaboration and a team lunch in our Seattle office. RESPONSIBILITIES: - Lead technical onboarding and implementations, ensuring customers are set up correctly and confidently from day one - Troubleshoot complex data, integration, and API issues, taking ownership through resolution and minimizing customer disruption - Design and configure solutions that align with customer workflows, balancing technical requirements with practical business needs - Identify recurring issues and proactively drive improvements across processes, documentation, and product feedback loops - Create and maintain clear, scalable documentation to improve efficiency and reduce repeat questions - Partner cross-functionally with Product, Engineering, and Customer Success to represent the voice of the customer - Operate independently in a fast-moving environment, using context and sound judgment to prioritize and solve problems QUALIFICATIONS: - 5+ years in a technical, customer-facing role (Solutions Engineer, Technical Consultant, Implementation Specialist, etc.) - Strong experience with SQL, data querying, and working with structured/unstructured data - Proven ability to troubleshoot integrations, APIs, and complex technical issues end-to-end - Experience working with B2B SaaS platforms and understanding how systems connect across customer workflows - Strong communication skills, with the ability to simplify complex technical concepts for non-technical audiences - Demonstrated ability to operate independently, manage ambiguity, and take ownership of outcomes - Highly analytical and detail-oriented, with a natural curiosity to investigate and solve problems PREFERRED QUALIFICATIONS: - Experience working in a startup or fast-paced environment - Experience working with ERP system integrations - Exposure to payments, fintech, or financial systems and related data flows - Spanish language fluency The compensation range for this position is $115,000 to $140,000 Benefits include: - 100% premium coverage for employee health insurance premiums and partial coverage for dependents. - Health Savings Account with a company contribution - Flexible Spending Account Options: Health Care and Dependent Care - Dental, Vision, and Life Insurance - 11 paid company holidays plus generous Paid Time Off (PTO) policy - Plus stock options so that you can participate in the company’s success! At this time, Finvari is not able to…