Customer Engineer – Pre-Sales

Posted 3 days ago

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About the role

  • Customer Engineer leading technical discovery, demos, and solution design for Federato’s AI-native insurance platform. Supporting carriers and MGUs from presales through post-sale handoff.

Responsibilities

  • Help insurance carriers and MGUs realize the full power of the Federato platform
  • Partner with Sales to lead technical discovery, solution design, and demo delivery
  • Co-create systems, tools, and content for the early Customer Engineering motion
  • 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 with Product and Security teams
  • Build and maintain reusable demo environments for target customer segments
  • Develop onboarding materials, configuration libraries, and example rating logic
  • Partner with Pre-Sales leadership and Product Marketing to refine messaging frameworks and technical collateral
  • Define and improve the pre-sales lifecycle, including discovery, solutioning, and handoffs
  • Create discovery playbooks, configuration scopes, success criteria templates, demo setup guides, and walkthroughs
  • Collaborate with Product and Engineering to align the roadmap with customer pain points
  • Surface recurring objections and product gaps with clarity and context
  • Provide post-sale context to Implementation and Customer Success

Requirements

  • 6–10+ years in technical presales/solutions engineering
  • 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 executives and practitioners
  • Coding competence in Javascript and SQL
  • Fluency with AI tools such as Gemini and Claude for building and configuring systems
  • Experience working at high-growth, early-stage startups
  • Nice to have: Degree in Computer Science, Software Engineering, Information Systems, or equivalent
  • Up to 30% travel

Benefits

  • Stock options
  • Benefits
  • Additional perks
  • Up to 30% travel

Job type

Full Time

Experience level

Mid levelSenior

Salary

$175,000 - $195,000 per year

Degree requirement

No Education Requirement

Tech skills

JavaScriptSQL

Location requirements

RemoteUnited States

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