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Role description

Solutions Engineer

Moxo logoMoxo
TypeFull-time
WorkplaceOn-site
SeniorityJunior
LocationIrvine, CA
Posted3/4/2026
Sales

Company Description

Moxo is a human + AI process orchestration platform designed to enhance how organizations manage complex business operations. Moxo transforms traditional business operations processes into modern, streamlined workflows.

Founded in 2012 by Subrah Iyar (co-founder and former CEO of WebEx) and Stanley Huang (former senior engineering leader at WebEx), Moxo was created to reimagine how businesses deliver services and collaborate with clients in a digital-first world.
Moxo is trusted by leading organizations across industries such as financial services, real estate, consulting, legal, accounting, and healthcare.

Role Description

The Solutions Engineer bridges the gap between Product, Sales, and Customer Success to ensure customers successfully adopt and scale the Moxo platform. This role combines technical expertise, consultative problem solving, and customer engagement to design and implement solutions that align with client workflows and business objectives and drive long-term platform adoption.

Solutions Engineers partner closely with Account Executives during the sales process, collaborate with Customer Success during onboarding and implementations, and provide critical feedback to the Product team based on real-world customer needs.

You will work closely with customers across a variety of industries to design workflows, integrations, and automation that power critical business processes.

Key Responsibilities

  • Partner with Account Executives to support technical discovery and solution design during the sales process.
  • Answer product, architecture, security, and integration questions from prospects.
  • Lead demonstrations of complex product functionality and integration capabilities.
  • Partner with Customer Success teams to design and implement customer workflows within Moxo and lead end-to-end implementations for key accounts.
  • Build and support integrations using tools such as APIs, Zapier, webhooks, and SDKs.
  • Troubleshoot technical issues and assist with bug investigation or escalation.
  • Provide post-go-live guidance as customers evolve their processes or adopt new features.
  • Provide feedback to the Product team based on customer/prospect interactions and validate new features.
  • Maintain and contribute to internal and customer-facing documentation.

Qualifications

  • 1+ years experience in Solutions Engineering, Sales Engineering, Technical Consulting, Project Management, Software Engineering, or a similar role.
  • Strong problem-solving and analytical skills.
  • Ability to translate technical concepts into clear, customer-friendly explanations.
  • Experience working with APIs, integrations, automation platforms, or scripting tools.
  • Strong communication skills and ability to collaborate across cross-functional teams.
  • Comfortable working in a fast-paced environment where responsibilities evolve.

Preferred Experience

  • Familiarity with integration tools such as Zapier or similar automation platforms.
  • Experience supporting SaaS implementations or workflow platforms.
  • Familiarity with AI tools.
  • Knowledge of integration methodologies involving REST APIs, SDKs, and web-hooks.
  • Knowledge of JavaScript, iOS or Android development platforms

Success in This Role

Successful solutions engineers demonstrate strong ownership, curiosity, and a consultative mindset. They proactively identify customer challenges, design thoughtful solutions, and collaborate effectively across teams to ensure successful product adoption.

This role is ideal for individuals who enjoy combining technical expertise with customer-facing problem solving in a dynamic and collaborative environment.

Relevant archetypes

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Company info

Moxo logo

Moxo

Today's client engagement activities are stuck in the chaos of fragmented silos — requiring significant manual intervention. Moxo provides interaction workspaces for managing client interactions through modern digital automation. Businesses can streamline deadline-driven client interactions, including account onboarding, account servicing, exception handling. Moxo powers interaction workflows across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, AMCK Models, Hibernia College, BNP Paribas, and more. Our team has a rich history of pioneering in the engagement space: Moxo's co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo's co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx. To learn more, visit moxo.com and follow the company on LinkedIn, Twitter and Instagram.

Series B
Founded2012
HQCupertino, US
Size
Unlock human wisdom
ThesisTermsPrivacy
220 employees
IndustrySoftware Development
Funding
  • Series B · $10M · Feb 10, 2015
Investors
Innovation WorksKDDIGlobal Brain CorporationCisco Systems
Tech stackblueprint, wordpress, sharpen, sales-navigator, aws-sdks, figma, blender, ios, looker, zoominfo

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