Customer Engineer – Pre-Sales
Job Description:
• Own technical sales engagements from discovery through close
• Deliver tailored, high-impact demos focused on business outcomes
• Translate customer workflows into Federato configurations — including quoting, rating, endorsements, and portfolio optimization
• Lead RFP and security questionnaire completion in collaboration with Product and Security teams
• Build and maintain reusable demo environments reflecting target customer segments
• Develop onboarding materials, configuration libraries, and example rating logic
• Partner with the Manager, Pre-Sales and Product Marketing to refine messaging frameworks and technical collateral
• Co-define and continuously improve the pre-sales lifecycle (discovery, solutioning, handoffs, etc.)
• Contribute to shared team assets like: Discovery playbooks, Configuration scopes and success criteria templates, Demo setup guides and walkthroughs
• Collaborate with Product and Engineering to align roadmap with customer pain points
• Surface recurring objections and product gaps with clarity and context
• Provide post-sale context to Implementation & Customer Success
Requirements:
• 6–10+ years in technical pre-sales, solutions engineering, or technical consulting
• Hands-on experience in demos, architecture design, and enterprise sales support
• Strong insurance domain knowledge (or curiosity to learn quickly)
• Familiarity with policy lifecycle management, rating, quoting, and underwriting systems
• Ability to communicate technical value to both execs and practitioners
• Coding competence in Javascript and SQL
• Up to 30% Travel
Benefits:
• We are an equal-opportunity employer and value diversity at our company.
• We do not discriminate on the basis of race, religion, color, national origin, sex, gender expression, sexual orientation, age, marital status, veteran status or disability status.
• We will provide reasonable accommodation to individuals with disabilities to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
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• Own technical sales engagements from discovery through close
• Deliver tailored, high-impact demos focused on business outcomes
• Translate customer workflows into Federato configurations — including quoting, rating, endorsements, and portfolio optimization
• Lead RFP and security questionnaire completion in collaboration with Product and Security teams
• Build and maintain reusable demo environments reflecting target customer segments
• Develop onboarding materials, configuration libraries, and example rating logic
• Partner with the Manager, Pre-Sales and Product Marketing to refine messaging frameworks and technical collateral
• Co-define and continuously improve the pre-sales lifecycle (discovery, solutioning, handoffs, etc.)
• Contribute to shared team assets like: Discovery playbooks, Configuration scopes and success criteria templates, Demo setup guides and walkthroughs
• Collaborate with Product and Engineering to align roadmap with customer pain points
• Surface recurring objections and product gaps with clarity and context
• Provide post-sale context to Implementation & Customer Success
Requirements:
• 6–10+ years in technical pre-sales, solutions engineering, or technical consulting
• Hands-on experience in demos, architecture design, and enterprise sales support
• Strong insurance domain knowledge (or curiosity to learn quickly)
• Familiarity with policy lifecycle management, rating, quoting, and underwriting systems
• Ability to communicate technical value to both execs and practitioners
• Coding competence in Javascript and SQL
• Up to 30% Travel
Benefits:
• We are an equal-opportunity employer and value diversity at our company.
• We do not discriminate on the basis of race, religion, color, national origin, sex, gender expression, sexual orientation, age, marital status, veteran status or disability status.
• We will provide reasonable accommodation to individuals with disabilities to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
Apply tot his job
Apply To this Job