Software Solutions Engineer

PURPOSE

We are seeking a highly motivated Software Solutions Engineer to support our Intelligent Document Processing (IDP) business. This role serves as the technical bridge between sales, product, delivery, and customers throughout the sales cycle. The ideal candidate combines strong technical aptitude with business process expertise and excellent communication skills to design, demonstrate, and scope document automation solutions that deliver measurable business outcomes.

The Software Solutions Engineer will work directly with prospects and customers to understand current document-centric processes, identify automation opportunities, configure and demonstrate software solutions, develop solution architectures, and provide implementation effort estimates.

ROLE AND RESPONSIBILITIES

Key Responsibilities

• Solution Discovery & Consulting
• Conduct discovery workshops with prospects and customers to understand business processes, document workflows, and automation requirements.
• Analyze current-state processes and identify opportunities for efficiency improvement through Intelligent Document Processing technologies.
• Translate business requirements into scalable solution designs and technical architectures.
• Recommend best-practice approaches for document capture, classification, extraction, validation, workflow automation, and system integration.
• Quantify business value, ROI, and operational benefits of proposed solutions.

Solution Configuration & Demonstrations

• Configure IDP software environments to address customer-specific use cases.
• Build proof-of-concept (POC) and demonstration solutions using customer documents and business scenarios.
• Deliver compelling technical presentations, software demonstrations, workshops, and hands-on sessions to prospects and customers.
• Tailor demonstrations to industry-specific workflows and business challenges.
• Answer technical questions and provide guidance during evaluations and proof-of-value engagements.

Solution Design & Architecture

• Design end-to-end intelligent automation solutions leveraging: 
  • Document capture and ingestion
  • OCR and AI-based data extraction
  • Classification and document understanding
  • Validation workflows
  • Business process automation
  • Integration with ERP, CRM, ECM, and line-of-business applications
• Create solution architecture diagrams, technical documentation, and implementation recommendations.
• Collaborate with product management and engineering teams to address customer requirements and technical gaps.

Deployment Scoping & Estimation

• Define solution scope, assumptions, dependencies, and implementation requirements.
• Develop Statements of Work (SOWs), project estimates, and deployment plans.
• Assess complexity and provide level-of-effort estimates for: 
  • Software configuration
  • Integrations
  • Workflow development
  • Training and adoption
  • Testing and deployment activities
• Support project handoff to professional services and implementation teams.

Sales Support

• Partner closely with Account Executives throughout the sales cycle.
• Support RFP, RFI, and security questionnaire responses.
• Participate in customer meetings, executive presentations, and technical evaluations.
• Maintain technical credibility with both business stakeholders and IT teams.
• Contribute to sales strategies and competitive positioning.

PREFERRED SKILLS, QUALIFICATIONS AND EDUCATION REQUIREMENTS

Required Qualifications

• Bachelor's degree in Computer Science, Information Systems, Engineering, Business Technology, or related field; equivalent experience considered.
• Up to 4 years of experience in a Pre-Sales Engineer, Solutions Consultant, Solution Architect, Professional Services, or related customer-facing technical role.
• Experience configuring enterprise software solutions.
• Strong presentation and customer communication skills.
• Experience gathering and documenting business and technical requirements.
• Understanding of software implementation methodologies and project scoping.
• Ability to create technical documentation, process flows, and solution designs.
• Strong analytical and problem-solving skills.
• Willingness to travel as needed for customer engagements up to 50%

Preferred Qualifications

• Experience in Intelligent Document Processing (IDP), OCR, Document AI, Content Services, Workflow Automation, Robotic Process Automation (RPA), or Business Process Management (BPM).
• Knowledge of document-centric business processes including: 
  • Accounts Payable
  • Invoice Processing
  • Claims Processing
  • Loan Processing
  • Customer Onboarding
  • Mailroom Automation
  • Contract Management
  • Familiarity with APIs, web services, databases, and enterprise integrations.
  • Knowledge of machine learning, AI-based document extraction, and document classification technologies.
  • Experience estimating software implementation projects and preparing Statements of Work.

Technical Skills

Desired

• Intelligent Document Processing platforms
• OCR and Document AI technologies
• SQL and data integration concepts
• Workflow and business process automation
• Microsoft Azure and Microsoft 365 ecosystem
• CRM, ERP, and ECM integrations
• Process mapping and solution architecture tools

ADDITIONAL NOTES

Success Metrics

• The successful Software Solutions Engineer will:
• Deliver compelling demonstrations that accelerate sales opportunities.
• Design solutions that address customer business challenges and drive measurable process improvements.
• Produce accurate implementation scopes and level-of-effort estimates.
• Maintain a high win rate on technical evaluations and proofs of concept.
• Effectively transition opportunities from sales to delivery with clear documentation and customer expectations.
• Serve as a trusted advisor for document automation and intelligent process transformation initiatives.