Customer Solutions Engineer

# **Who We Are** Popl is building the first In-Person Marketing Platform, replacing outdated lead retrieval tools with a unified system that empowers teams to turn real-world connections into revenue. We help go-to-market teams capture more leads, act faster, and measure everything. From lead capture to CRM sync, Popl makes every interaction count. # **About the Role** The **Customer Solutions Engineer** is a flexible, go-to technical resource embedded within the Customer Success team.

This role is designed for someone who thrives on jumping in, solving problems, and making things work fast. You won’t manage a book of business like a traditional CSM. Instead, you’ll be a **technical Swiss Army knife**: joining onboarding calls, accelerating time-to-value, guiding customers through CRM integrations, and helping teams with unique or advanced use cases. Whether it’s hosting office hours, assisting on a fast-moving rollout, or troubleshooting an edge-case setup, you’ll bring clarity and confidence to our customers when it matters most.

This role also plays a key internal function: surfacing product feedback, partnering with our Customer Success Team, and ensuring that technical knowledge flows freely across the team. # **What You’ll Do** ### **🎯 Jump In Where It Matters Most** * Join live customer calls—especially for new accounts that need fast onboarding or setup support * Guide customers through technical steps such as CRM integration walkthroughs, field mapping, enrichment workflows, and lead routing logic * Run ad hoc onboarding sessions or “office hours” to unblock customers in real-time ### **🔧 Assist With Technical Setups** * Support CSMs by assisting on the technical aspects of implementation (you won’t own the full integration process, but you’ll make the hard parts easy) * Help configure Popl for unique customer use cases that require specialized workflows or data logic * Translate customer requirements into actionable setup recommendations ### **🧠 Enable Internal Teams + Funnel Feedback** * Partner with the Integrations Program Manager to share real-time customer feedback and edge-case patterns * Act as an internal resource for teammates needing support on technical topics or product configurations * Participate in cross-functional enablement sessions to increase fluency across the broader CX and GTM orgs # **What We’re Looking For** * 2–5 years experience in a technical customer-facing role (Solutions Engineering, Implementation, RevOps, Technical CSM) * Strong familiarity with CRM platforms like Salesforce, HubSpot, Pipedrive, and HR platforms like Azure Active Directory, Workday, and Google Workspace * Strong troubleshooting instincts and the ability to talk through workflows clearly with non-technical users * A highly independent operator who’s also deeply collaborative—comfortable working across Success, Product, and Engineering * Quick to jump into live calls, proactive in solving blockers, and confident owning the “how” of implementation # **Nice to Haves** * Familiarity with Zapier * Light experience with APIs, JSON, or field-level CRM structures * Experience supporting sales or marketing tech stacks in startup environments # **Why join us?** * Be part of a rocket-ship startup redefining how professionals connect and grow. * Work closely with experienced leaders and cross-functional teams to shape our financial strategy. * Make a measurable impact in a role critical to our long-term success. * Fully remote * Competitive salary * Meaningful equity * Full insurance & benefits * Unlimited PTO * $150 monthly wellness credit * Constant daily learning