Implementation Engineer

Technical Implementation & Integration

• Setting up a new client on email infrastructure, including collaborating with various client teams (Security, Support, Engineering) and third parties.

• Serve as the technical point of contact during client implementations, providing expertise on API usage, system configuration, and data integration.

• Own the configuration and deployment of technical touchpoints between the client and our platform (e.g., authentication, data feeds, webhooks, entitlements, etc.).

• Troubleshooting issues as needed related to CRM Sync, SSO, Network / Connectivity or email delivery.

• Deliver best-practice recommendations and design scalable technical solutions aligned with client use cases.

• Perform professional services (custom data reports) as needed.

Documentation & Enablement

• Maintain and evolve API documentation, implementation guides, and technical onboarding materials.

• Create client-facing playbooks and checklists to support technical self-service and consistency across implementations.

• Identify gaps in documentation based on client feedback and continuously improve clarity and usability.

Client Engagement & Support

• Participate in post-sales handoff to assess technical complexity and advise on resource needs or configuration strategy.

• Troubleshoot technical challenges during onboarding and provide timely, client-friendly resolutions.

Feedback & Continuous Improvement

• Act as the voice of the client to internal teams by capturing recurring feedback and areas for improvement.

• Contribute to internal tools and processes that improve implementation velocity and repeatability.

• Track implementation milestones and help ensure technical go-lives are achieved on time and with high client satisfaction.
• 3+ years in technical implementation, solutions engineering, or client-facing software delivery

• Strong proficiency with REST APIs, web technologies, and integration patterns

• Working knowledge of email concepts – SMTP, SPF, DNS, DKIM and DMARC

• Ability to write scripts (e.g., Python, Bash) or SQL queries for configuration and testing

• Excellent verbal and written communication skills, especially in technical documentation

• Proven ability to manage multiple concurrent projects and deadlines

• Familiarity with enterprise software, SaaS platforms, and client onboarding processes

• Experience working in capital markets or an adjacent industry ( nice to have )