H

Hatch

Customer engagement platform with personalized playbooks

Sales Engineer

Pre-Sales Solution Engineering +1Confirmed live in the last 24 hours
Full-timeNew York, NY, USA$113.4k - $170k

About the Job

Requirements

  • Comfort evaluating application programming interfaces, reviewing technical documentation, and determining integration feasibility and effort.
  • Know enough SQL to retrieve data on deal complexity, onboarding performance, and integration health.
  • Question assumptions, stack-rank initiatives, weigh upside against effort, and share the reasoning.
  • Work with Operations to monitor integration error rates, onboarding cycle time, and scope accuracy.
  • Flag technical risk in deals proactively and explicitly surface tradeoffs between deal velocity and technical risk rather than making the decision unilaterally.
  • Communicate tradeoffs clearly to Sales, customers, Product, and Engineering; send milestone status updates that explain drivers, identify the key signal, and recommend a next step.

Responsibilities

  • Co-own discovery calls with the Account Executive, surface integration requirements early, and own integration discovery covering CRM and systems of record, lead sources and attribution, scheduling workflows, call center systems, data syncs, webhooks, API access, automation requirements, reporting needs, and edge cases.
  • Lead technically complex demonstrations involving third-party integrations.
  • Scope CRM, lead-source, API capabilities and constraints, and overall integration complexity for each late-stage deal.
  • Deliver a written complexity tier after qualification and produce the Technical Scope document at close as the onboarding blueprint.
  • 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 onboard technically complex accounts successfully, with onboarding typically lasting approximately 4–8 weeks; serve 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-sync accuracy, integration-error monitoring, and scope-drift identification.
  • Stay current on product updates, new integrations, and capability changes.
  • Build and own the integration-discovery question set, keeping it current and usable by the broader sales team.
  • Feed customer-environment learnings back to Product and Engineering.

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

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