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Customer Engineer (Pre-Sales)

TrulyRemote Verified

Hand-curated global remote job with direct application link

Technical Requirements

JavaScriptSQLTechnical Pre-salesSolutions EngineeringPolicy Lifecycle ManagementArchitecture DesignEnterprise Sales Support

Role Overview

As a Founding Senior Customer Engineer at Federato, you’ll be a hands-on in helping insurance carriers and MGUs realize the full power of RiskOps. You’ll partner with Sales to lead technical discovery, solution design, and demo delivery. You’ll also co-create the systems, tools, and content that drive our early SE motion.

What You'll Be Doing

  • Own technical sales engagements from discovery through close
  • Deliver tailored, high-impact demos focused on business outcomes
  • Translate customer workflows into Federato configurations — including quoting, rating, endorsements, and portfolio optimization
  • Lead RFP and security questionnaire completion in collaboration with Product and Security teams
  • Build and maintain reusable demo environments reflecting target customer segments
  • Develop onboarding materials, configuration libraries, and example rating logic
  • Partner with the Manager, Pre-Sales and Product Marketing to refine messaging frameworks and technical collateral
  • Co-define and continuously improve the pre-sales lifecycle (discovery, solutioning, handoffs, etc.)
  • Contribute to shared team assets like:
    • Discovery playbooks
    • Configuration scopes and success criteria templates
    • Demo setup guides and walkthroughs
  • Collaborate with Product and Engineering to align roadmap with customer pain points
  • Surface recurring objections and product gaps with clarity and context
  • Provide post-sale context to Implementation & Customer Success

Who We Hope You Are

  • 6–10+ years in technical pre-sales, solutions engineering, or technical consulting
  • Hands-on experience in demos, architecture design, and enterprise sales support
  • Strong insurance domain knowledge (or curiosity to learn quickly)
  • Familiarity with policy lifecycle management, rating, quoting, and underwriting systems
  • Ability to communicate technical value to both execs and practitioners
  • Coding competence in Javascript and SQL
  • Up to 30% Travel
Customer Engineer (Pre-Sales)
Federato
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