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Hatch

Customer engagement platform with personalized playbooks

Solutions Architect

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$113.4k - $170k

About the Job

Requirements

  • Comfort 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.
  • Be willing to 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; escalate when metrics cannot be measured.
  • Flag technical risk in deals proactively and explicitly surface tradeoffs between deal velocity and technical risk rather than making those decisions unilaterally.
  • Communicate tradeoffs clearly to Sales, customers, Product, and Engineering; provide milestone status updates covering drivers, key signals, and recommended next steps.

Responsibilities

  • Co-own discovery calls with the Account Executive and surface integration requirements early, including CRM or system of record, lead source and attribution, scheduling workflows, call center systems, data syncs, webhooks, API access, automation requirements, reporting needs, and edge cases.
  • Lead technically complex demos involving third-party integrations.
  • Scope CRM, lead source, 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 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 prevent critical gaps from emerging after handoff.
  • Work with the Forward Deployed Engineer and Account Manager to ensure technically complex accounts are onboarded successfully, typically over approximately 4–8 weeks, while serving as the primary technical owner through go-live.
  • Participate in a post-launch technical health check on each 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 maintain the integration discovery question set for use 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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