Solutions Engineer (Pre-Sales)

CaptivateIQ  is the leading Sales Performance Management solution, recognized by Forrester and G2, and trusted by customers including Affirm, Gong, and Figma. With solutions for Sales Planning and Incentives, we help revenue teams automate processes, hit revenue targets, and adapt with business change, ultimately driving efficient growth. It's time to rethink ROI - your return on incentives - with CaptivateIQ.

With backing from Sequoia, Accel, ICONIQ, Sapphire Ventures, and other leading investors, CaptivateIQ is on a mission to enable every company to improve their return on incentives and sales planning.

Come and see why Glassdoor and Comparably have recognized CaptivateIQ as a best place to work!

About The Role

CaptivateIQ is seeking a Solutions Engineer to drive technical wins in our B2B SaaS sales cycles. You’ll partner with Sales on discovery, demos, and deal strategy while collaborating with Product and Engineering to influence our roadmap.

Our most successful SEs are strong technical thinkers, confident storytellers, and collaborative problem-solvers. This role is ideal for someone who thrives in fast-paced environments and enjoys both building and presenting tailored solutions.

At CaptivateIQ, you’ll join a high-growth company with clear paths for advancement, direct influence on product direction, and a culture that values authenticity, creativity, and customer obsession. If you're excited to make an impact and grow your career, we’d love to meet you.

• Support the Sales team with technical validation in sales cycles, including discovery, product demos, and strategic collaboration.
• Configure customized demo environments to reflect complex commission plans and enterprise data structures.
• Work cross-functionally with Product and Engineering to surface product feedback and identify future enhancements.
• Cultivate trust with prospects by sharing industry expertise and providing thoughtful consultation.
• Drive continuous process improvements internally to elevate both team efficiency and customer satisfaction.
• Collaborate with AEs to shape compelling value stories tailored to each prospect.

• 2+ years as a Solutions Engineer, CaptivateIQ user, or equivalent, specifically with enterprise SaaS software that involves hands-on configuration and deep product understanding.
• Strong technical aptitude, with the ability to understand and explain complex systems; comfort with Excel modeling and SQL concepts. Familiarity with a scripting language like Python is a plus.
• Experience with system integrations, including connecting CRMs (e.g., Salesforce), ERPs (e.g., Netsuite), or billing platforms (e.g., Zuora) in sales or implementation cycles.
• Demonstrated ability to deliver tailored demos that align with customer use cases and convey business value.
• Excellent communication and storytelling skills, with a focus on translating technical details into clear, compelling narratives for both technical and non-technical audiences.
• Collaborative mindset, with experience working cross-functionally with teams like Product, Sales, Support, and Engineering.
• Self-starter mentality, with the ability to work independently, manage time effectively, and thrive in a fast-paced startup environment.
• Familiarity with value-based selling methodologies and ability to adapt sales messaging to resonate with various buyer personas.
• Willingness to travel 1–2 times per quarter for team meetings, customer visits, or company events

• (US-ONLY) 100% of medical, dental, and vision covered including 75% for dependents
• Flexible vacation days and quarterly mental health days so you can recharge
• Enjoy a one-time expense on your 1-year work anniversary (to use for travel, home furnishings, fancy meal)
• Annual stipends for professional development and caretaking 
• (US-ONLY) 401k plan to participate in and save towards the future
• Newest Apple products to help you do your best work
• Employee Resource Groups (ERGs) to support and celebrate the shared identities and life experiences of communities within CaptivateIQ. ERGs directly support our company-wide DEI goals as a space for developing and retaining diverse talent

• Only emails from @captivateiq.com should be trusted.

• Attempt to correspond with a candidate using a free web-based account, such as an email address that ends in @gmail.com, @yahoo.com, @hotmail.com, etc.
• Make an offer of employment without conducting multiple rounds of interviews face-to-face using secure video-conferencing technology.
• Ask candidates to cash checks to buy equipment on behalf of CaptivateIQ.
• Ask candidates to make a payment in order to be considered for a position.
• Make early requests for candidates' personal information such as date of birth, passport details, credit card numbers, bank details and social security number, etc.
• Please note that we’ll only ask for more sensitive personal information in connection with background checks after an offer is made.

CaptivateIQ participates in E-Verify, web-based system that allows enrolled employers to confirm the eligibility of their employees to work in the United States