H

Hatch

Customer engagement platform with personalized playbooks

Sales Engineer

Pre-Sales Solution Engineering +1Confirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • Be located within the United States.
  • Be comfortable evaluating APIs, reviewing technical documentation, and determining integration feasibility and effort.
  • Know enough SQL to retrieve data on deal complexity, onboarding performance, and integration health.

Responsibilities

  • Co-own discovery calls with the Account Executive, surface integration requirements early, and own integration discovery covering the customer’s system of record, lead source and attribution, scheduling workflows, call center systems, data synchronization, webhooks, API access, automation requirements, reporting needs, and edge cases.
  • Lead technically complex demonstrations involving third-party integrations.
  • Scope customer relationship management systems, lead sources, API capabilities and constraints, and overall integration complexity for every late-stage deal.
  • Deliver a written complexity tier after qualification and produce the Technical Scope document at close as the blueprint for onboarding.
  • Advise the Account Executive on technical risk, feasibility, and pricing implications before proposals are issued.
  • Hand off the Technical Scope to onboarding with a live walkthrough and ensure no critical gaps are discovered after handoff.
  • Work with the Forward Deployed Engineer and Account Manager to ensure technically complex accounts are onboarded successfully; act as the primary technical owner through go-live.
  • Participate in a post-launch technical health check for every account led.
  • Work with the post-sales team to maintain a quality assurance checklist covering data synchronization accuracy, integration error monitoring, and scope drift identification.
  • Stay current on product updates, new integrations, and capability changes.
  • Build and maintain the integration discovery question set for use by the broader sales team.
  • Work with Operations to monitor critical metrics, including integration error rates, onboarding cycle time, and scope accuracy; escalate when metrics cannot be measured.
  • Feed learnings back to Product and Engineering based on customer environments.
  • Flag technical risk in deals proactively and explicitly surface tradeoffs between deal velocity and technical risk rather than making those calls unilaterally.
  • Communicate tradeoffs clearly to Sales, customers, Product, and Engineering; send status updates at key milestones that explain drivers, identify the key signal, and recommend a next step.

About the Company

Hatch

Customer engagement platform with personalized playbooks

Hatch is a customer engagement platform that helps businesses improve performance and grow revenue through personalized strategies and coaching. It provides hand-crafted playbooks that evolve with the business, one-on-one performance sessions, and strategic goal mapping. The product combines a subscription-based platform with services like coaching and customized playbooks to both deliver insights and actively help implement engagement strategies. Hatch differentiates itself by offering highly tailored playbooks and ongoing coaching that adapt as a business changes, emphasizing customer success and continuous improvement. Its goal is to boost client revenue and efficiency by delivering practical, evolving engagement plans and hands-on support.

Company size
201-500
Company stage
Acquired
Total funding
$11.1M
Headquarters
Richmond, VA
Founded
2016

Recently Posted Jobs

Explore more opportunities at Hatch

See more jobs