Customer Solutions Engineer

<p style="text-align: center;">&nbsp;</p> <p><strong>Job Title: </strong>Customer Solutions Engineer</p> <p><strong>Department: </strong>Customer Success</p> <p><strong>Division: </strong>Customer Solutions</p> <p>&nbsp;</p> <p><strong>About Us:</strong></p> <p>Headquartered in Santa Barbara, HG Insights is the global leader in technology intelligence. HG Insights uses advanced data science methodologies to help the world’s largest technology firms and the fastest-growing companies solve a fascinating array of business problems.&nbsp; We help clients put data at the heart of their business to diagnose, identify, and find solutions across complex and adaptive systems and, in doing so, accelerate their sales, marketing, and strategy efforts.&nbsp;</p> <p>We offer a competitive salary, growth potential, and a casual yet professional environment. Get your sweat on at one of our fitness classes or go for a run along the beach which is two blocks away. You can find employees riding bikes to lunch in the funk zone or hanging out in one of our collaboration spaces. We are passionate about our jobs with a get-it-done attitude, yet we don’t take ourselves too seriously. While we work very hard, we also enjoy all that the Santa Barbara coast has to offer.</p> <p>&nbsp;</p> <p><strong>What You’ll Do:</strong></p> <p>We’re looking for someone who is passionate about solving problems and can guide a sales and marketing audience through how to solve for problems with data.&nbsp; This role is a hybridized customer-facing analyst role, with an equal emphasis on both skill sets.&nbsp; The key requirement of the role is to be able to engage with Go To Market leaders in the B2B Technology industry, ask the question of ‘What business problems do you have?” and be able to show them HOW to solve those problems with the novel application of data to design Use-Cases across various functions.</p> <h3><strong>Key Responsibilities:</strong></h3> <p><strong>Deep Customer Understanding:</strong></p> <ul> <ul> <li>Approach each client engagement with a mindset of <strong>curiosity</strong>, seeking to fully understand the customer’s business <strong>challenges, goals, and strategic priorities</strong>.</li> <li>Conduct <strong>discovery sessions to identify pain points</strong>, and opportunities for growth within the customer’s existing workflows or technology ecosystem.</li> <li>Actively listen to customer feedback and probe for deeper insights to <strong>uncover the underlying root causes </strong>of their challenges.</li> <li>Be able to <strong>translate customer problems into actionable Use-Case solutions</strong> for each challenge and show how to develop that Use-Case with data at the centre.<br><br></li> </ul> <li><strong>Solution Design and Architecture:</strong></li> <ul> <li>Collaborate with clients to <strong>define their business and technical requirements</strong>, translating them into scalable, fit-for-purpose solutions.</li> <li>Analyze customer requirements and <strong>translate business problems into technical initiatives </strong>that align with their strategic objectives.</li> <li>Act as a <strong>technical lead during the onboarding</strong> process, ensuring smooth and successful client adoption.</li> <li><strong>Utilize industry and domain knowledge alognside technical expertise</strong> to propose innovative solutions that deliver measurable business outcomes.</li> </ul> <li><strong>Technical Leadership:</strong><strong><br><br></strong></li> <ul> <li><strong>Oversee the transition from pre-sales to delivery</strong>, ensuring clear communication and alignment between internal teams and clients.</li> <li><strong>Stay ahead of technology trends and advise clients</strong> on optimizing their technology stack when it comes to leveraging data as a transformation agent.</li> <li><strong>Provide thought leadership</strong> and technical guidance for complex, enterprise-wide solutions involving multiple integrations and platforms.<br><br></li> </ul> <li><strong>Trusted Advisor Role:</strong><strong><br><br></strong></li> <ul> <li>Build and maintain strong relationships with clients, <strong>becoming their trusted advisor for technical strategy and implementation</strong>.</li> <li>Provide <strong>hands-on support</strong> during solution deployment, ensuring successful adoption and measurable outcomes.</li> <li><strong>Lead workshops and training sessions</strong> to educate clients on technical best practices and new technologies.</li> <li><strong>Partner with Product Management and Engineering</strong> teams to act as Voice of the Customer and provide feedback and influence the product roadmap.<br><br></li> </ul> <li><strong>Experience:</strong><strong><br><br></strong></li> </ul> <ul> <li>2–5 years in Solutions Architecture, Engineering, Consulting, or related roles in B2B marketing/sales tech.</li> <li>Skilled in data storytelling using tools like PowerBI, Tableau, and Looker to drive customer impact.</li> <li>Proficient in Data Science and Analysis, uncovering insights from datasets to enhance value.</li> <li>Strong expertise in CRM (Salesforce, Dynamics), Marketing Automation (Marketo, HubSpot), and Sales Engagement platforms (Outreach, SalesLoft).</li> <li>Experienced with API integration, ETL tools, and cloud platforms (AWS, Google Cloud, Azure).</li> <li>Proficient in Python scripting for custom workflows and automation.</li> <li>Advanced SQL (e.g., Snowflake) for actionable insights and tailored solutions.</li> <li>Skilled in leveraging AI/GPT to create innovative, AI-first business solutions.</li> </ul> <p><strong>&nbsp;</strong></p> <ul> <li><strong>Soft Skills:</strong><strong><br><br></strong></li> <ul> <li>Strong critical reasoning skills with a systems thinking mindset.&nbsp; Doesn’t take everything at face value and is intellectuallyand intellectually curious on what makes things tick.</li> <li>Outstanding ability to tell stories with data.&nbsp; Ability to bridge between technical and non-technical stakeholders throughthough visual storytelling and presentation.</li> <li>Curious, innovative and self-starting.&nbsp; Our value compounds when we help customers discover ideas, problems and solutions they maybe hadn’t considered. The enthusiasm to seek out novel ways to problem solve is vital to deliver that.</li> <li>Strong interpersonal and communication skills with the ability to distill technical concepts for non-technical stakeholders.</li> </ul> </ul>