Solutions Engineer

Responsibilities

• Partner with Account Executives across the full sales cycle - from technical discovery through proof-of-concept, proposal, and close.
• Lead product demonstrations that are tailored to each firm's specific workflows, pain points, and technology stack, with particular depth on integrations (Clio, Filevine, Litify/Salesforce, MyCase, and others).
• Conduct discovery workshops with prospective customers to surface operational challenges, map current-state workflows, and frame how Case Status solves them.
• Build business cases and ROI narratives that connect platform capabilities to firm-level outcomes - client satisfaction, operational efficiency, and revenue growth.
• Serve as the internal product expert, coaching AEs on demo delivery and developing training materials that enable the broader sales team.
• Act as a field intelligence resource for the product team - documenting buyer objections, feature gaps, and competitive dynamics surfaced during the sales cycle.
• Manage technical proof-of-concept engagements, including setup, configuration, and customer-facing follow-through.
• Support enterprise implementations requiring deeper technical coordination, including integration scoping and stakeholder alignment with IT and operations leaders.
• Maintain rigorous use of HubSpot and other internal tools for pipeline visibility and deal documentation.
• Travel as needed for on-site presentations, executive meetings, and industry conferences.

Requirements

• 1+ years of experience in a Solution Engineer, Sales Engineer, or technical pre-sales role at a SaaS company - or 3+ years as a high-performing Account Executive with strong technical aptitude and a desire to go deeper on the product side.
• Demonstrated ability to run discovery, map customer pain to product capability, and deliver presentations that move deals forward.
• Exceptional verbal and written communication skills - you are polished in an executive boardroom and equally effective on a technical call with an IT director.
• Comfort operating in a fast-moving, high-growth environment with significant autonomy.
• Strong organizational discipline - you follow through, document well, and manage multiple active deals without dropping threads.
• Genuine passion for the customer experience. You care about helping firms serve their clients better, and it shows.
• Experience with legal technology, professional services SaaS, or vertical market software is a strong plus.
• Familiarity with CRM platforms (HubSpot preferred) and modern sales tooling.
• Location :
• Case Status is based in Daniel Island, Charleston, SC. The candidate must be local and on-site. Applicants that are not currently located in the Charleston area need not apply.
• Why Case Status:
• What do we mean by "rad"? You must not be from the 80s! Here's what it means to be RAD at Case Status:
• Radically Disruptive - We make a point to go above and beyond in everything we do. Through creativity, diligence and clear expectations, we proactively challenge the status quo, embrace failure, and adapt when necessary for the greater good of the mission.
• Dedicated to our Team - Being fully committed means being dependable, taking responsibility for

Benefits

Additional Information

Job Title: Solution Engineer Reports to: Chief Sales Officer Organization: Sales Team Job Summary: The Solution Engineer is a critical member of the go-to-market team, sitting at the intersection of sales, product, and customer success. You will partner directly with Account Executives to win enterprise and mid-market law firm deals - leading discovery workshops, delivering compelling product demonstrations, and building the technical credibility that turns prospects into customers. This is not a passive support role. You will own the technical narrative in the sales cycle, develop business cases, and help customers understand not just what Case Status does, but what it makes possible for their firm. You will also serve as a bridge back to the product team, bringing field intelligence that shapes our roadmap.

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