Customer Solutions Engineer

Description

Who We Are

Popl is building the first In-Person Marketing Platform, replacing outdated lead retrieval tools with a unified system that empowers teams to turn real-world connections into revenue. We help go-to-market teams capture more leads, act faster, and measure everything. From lead capture to CRM sync, Popl makes every interaction count.

About the Role

The Customer Solutions Engineer is a flexible, go-to technical resource embedded within the Customer Success team. This role is designed for someone who thrives on jumping in, solving problems, and making things work fast.

You won’t manage a book of business like a traditional CSM. Instead, you’ll be a technical Swiss Army knife: joining onboarding calls, accelerating time-to-value, guiding customers through CRM integrations, and helping teams with unique or advanced use cases. Whether it’s hosting office hours, assisting on a fast-moving rollout, or troubleshooting an edge-case setup, you’ll bring clarity and confidence to our customers when it matters most.

This role also plays a key internal function: surfacing product feedback, partnering with our Customer Success Team, and ensuring that technical knowledge flows freely across the team.

Responsibilities

• Jump In Where It Matters Most
• Join live customer calls—especially for new accounts that need fast onboarding or setup support
• Guide customers through technical steps such as CRM integration walkthroughs, field mapping, enrichment workflows, and lead routing logic
• Run ad hoc onboarding sessions or “office hours” to unblock customers in real-time
• Assist With Technical Setups
• Support CSMs by assisting on the technical aspects of implementation (you won’t own the full integration process, but you’ll make the hard parts easy)
• Help configure Popl for unique customer use cases that require specialized workflows or data logic
• Translate customer requirements into actionable setup recommendations
• Enable Internal Teams + Funnel Feedback
• Partner with the Integrations Program Manager to share real-time customer feedback and edge-case patterns
• Act as an internal resource for teammates needing support on technical topics or product configurations
• Participate in cross-functional enablement sessions to increase fluency across the broader CX and GTM orgs

Requirements

• 2–5 years experience in a technical customer-facing role (Solutions Engineering, Implementation, RevOps, Technical CSM)
• Strong familiarity with CRM platforms like Salesforce, HubSpot, Pipedrive, and HR platforms like Azure Active Directory, Workday, and Google Workspace
• Strong troubleshooting instincts and the ability to talk through workflows clearly with non-technical users
• A highly independent operator who’s also deeply collaborative—comfortable working across Success, Product, and Engineering
• Quick to jump into live calls, proactive in solving blockers, and confident owning the “how” of implementation
• Nice to Haves
• Familiarity with Zapier
• Light experience with APIs, JSON, or field-level CRM structures
• Experience supporting sales or marketing tech stacks in startup environments

Benefits

• Be part of a rocket-ship startup redefining how professionals connect and grow.
• Work closely with experienced leaders and cross-functional teams to shape our financial strategy.
• Make a measurable impact in a role critical to our long-term success.
• Fully remote
• Competitive salary
• Meaningful equity
• Full insurance & benefits
• Unlimited PTO
• $150 monthly wellness credit
• Constant daily learning
• Experience: 3+ years
• Visa: US citizen/visa only