Solutions Engineer

Highbeam is building the future of business banking and cash management. Our platform combines AI agents, automated financial workflows, and integrated financial products that save brands time and money. Customers have generated billions in sales and include well-known brands such as Cuts , Tushy , NYON , Sabah , Still Here , Alice Mushrooms , Original Grain , birddogs , and more. Our team includes alumni of Shopify, Square, Toast, Rippling, and McKinsey. We’ve raised $42M in equity from Acrew, FirstMark, Mayfield, and Two Sigma Ventures. About this role We’re looking for a Solutions Engineer to ensure brands onboard seamlessly to Highbeam — whether they’re new to the platform or expanding into additional products. You’ll sit between customers and internal teams, combining technical curiosity, operational rigor, and a strong customer mindset to guide setup, integrations, and adoption. You’ll work cross-functionally with Product, Engineering, and Customer Success to solve problems in real time, streamline implementations, and create scalable processes that enhance the onboarding experience. What you’ll do Lead onboarding for new and existing customers, ensuring a smooth, confident experience from setup through adoption Guide customers through integrations across banking, capital, cards, bill pay, and intelligence Partner with Product, Engineering, and Customer Success to troubleshoot issues and streamline handoffs Create and improve onboarding processes, documentation, and checklists to support scale Manage multiple onboarding projects simultaneously while keeping customers informed and confident Serve as a trusted partner to customers — translating complex workflows into clear action steps and driving momentum Identify opportunities to improve efficiency and customer experience across teams Skills & qualifications 3+ years in onboarding, implementation, or solutions roles — ideally in fintech, SaaS, or ecommerce Strong communicator who can explain technical concepts simply and build trust with finance and operations leaders Process-driven and detail-oriented, with excellent organization and follow-through Comfortable working with Product and Engineering to diagnose and resolve technical issues Quick learner with the ability to understand APIs, integrations, and financial systems Adaptable and collaborative in a fast-moving, startup environment You'll thrive at Highbeam if... You love working in-person with a high-performing team You enjoy working in an idea-meritocratic, low-ego environment You are proactive and self-directed, and you excel in ambiguous, fast moving environments You care about delivering a polished customer experience Bonus: You have experience working in fintech, AI or early-stage startups What we offer Chance to join the founding team of a well-funded startup chasing a huge opportunity Competitive salary and meaningful equity Great location: Our NYC office is in NoHo, a short walk from the A,C,E · B,D,F,M · N,Q,R,W · 1 · 6 trains. Our Toronto office is downtown near St. Andrew Station. Generous PTO Comprehensive health & benefits package Stipends for lunch, commute, wellness, and purchasing customer products Yearly offsite—last year we went to Mexico City!