Inactive
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Eltropy

Text messaging platform for credit unions

Solutions Engineer

Pre-Sales Solution Engineering +1Posted on Aug 10
Full-timeRemote in USA

About the Job

Requirements

  • Minimum eight years of experience as a Solutions Engineer.
  • Technical acumen to deeply investigate and demonstrate a complex business-to-business software-as-a-service platform.
  • A bachelor's degree in Computer Science, Engineering, or a related field.
  • Proven experience as a customer-facing Solutions Engineer or in a similar role.
  • In-depth knowledge of the credit union software market and banking systems.
  • In-depth knowledge of top Contact Center as a Service and Unified Communications as a Service vendor technologies serving community banks and credit unions.
  • In-depth knowledge of contact center solution offerings and related systems.
  • Knowledge of project management methodologies.
  • Willingness to travel as required.

Responsibilities

  • Provide technical expertise for pre-sales activities, including product demonstrations and presentations to customers.
  • Collaborate with customers, sales, product, internal architecture, engineering, and implementation teams to define technical requirements and create solution designs for professional services statements of work.
  • Document agreed scope, technical requirements, and development timelines, and communicate them effectively to relevant stakeholders.
  • Work with partners and the professional services team to deliver projects on time, within budget, and to customer expectations.
  • Develop and maintain client relationships, serving as a trusted advisor and technical consultant for professional services.
  • Design and plan phased integrations with banking systems, ensuring compatibility with customers' existing infrastructure.
  • Keep up to date with trends and emerging technologies from online banking, Contact Center as a Service, and Unified Communications as a Service providers, and share knowledge with the team.
  • Provide technical training and support to customers and internal teams as required.
  • Monitor solution effectiveness and identify opportunities for improvement.

Desired Qualifications

  • Experience with credit unions or the financial industry is a plus.

About the Company

Eltropy

Text messaging platform for credit unions

Eltropy provides text messaging solutions for credit unions to boost member engagement. The platform integrates with core banking, loan origination, CRM, and other IT systems and is sold on a subscription basis with compliance, security, and business intelligence features. It enables compliant SMS workflows to automate outreach and reminders, speeding loan processing and improving member service. The company differentiates itself with deep credit-union focus, strong integrations, and broad adoption across U.S. state associations, aiming to deliver measurable ROI through data-informed messaging.

Company size
201-500
Company stage
Series A
Total funding
$41.5M
Headquarters
Santa Clara, CA
Founded
2013

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