Solutions Engineer

About the role

Overflow is a Series B Silicon Valley technology company with a bold mission: to inspire the world to give. We are a B2B SaaS philanthropy platform that enables modern giving across cash, stock, and crypto for nonprofits, churches, and mission-driven organizations. Backed by leading investors including Uncork Capital, Craft Ventures, and Village Global, Overflow builds secure, beautifully designed infrastructure that powers generosity at scale. Our Founding Principles Overflow was founded on the belief that generosity transforms people and communities. Inspired by Proverbs 11:24 - "The world of the generous gets larger and larger" - we operate with integrity, stewardship, service, and excellence. In-Office Expectation As part of our commitment to collaboration, team members are required to participate in designated in-person collaboration days on Mondays at our Los Gatos, CA office. Employees must be willing and able to commute to this location as part of their job responsibilities.

Requirements

• What You Will Do?
• Support the Sales Process: Partner with Account Executives during discovery calls, demos, technical reviews, and strategic conversations to communicate Overflow's platform capabilities, integrations, implementation approach, and technical value proposition.
• Lead Technical Discovery & Solution Design: Identify customer operational needs, integration requirements, reporting workflows, migration considerations, and ecosystem dependencies in order to recommend scalable solutions tailored to each partner.
• Drive Successful Implementations: Support partners through onboarding, activation, integrations, data imports, and troubleshooting to ensure a smooth and successful implementation experience across Overflow products.
• Collaborate Cross-Functionally: Work closely with GTM, Product, Engineering, and Onboarding teams to solve technical challenges, improve partner experience, and support customers throughout the full lifecycle.
• Serve as a Technical Advisor: Become a subject matter expert on Overflow's platform, APIs, integrations, and payment infrastructure while translating technical concepts into clear, customer-friendly communication.
• Improve Processes & Enablement: Help build scalable Solutions Engineering and Technical Account Management processes, including documentation, implementation guides, training resources, and internal best practices.
• Problem Solve & Escalate Effectively: Troubleshoot technical issues, proactively identify implementation risks, and partner with Engineering to ensure bugs and customer feedback are clearly communicated and resolved.
• Build Customer Confidence: Act as a trusted technical partner who helps churches and nonprofits feel supported, informed, and confident throughout their partnership with Overflow.
• Desired Technical Skills & Aptitudes
• Understanding of APIs, webhooks, authentication methods, and SaaS integration patterns.
• Familiarity with payment processing infrastructure, fintech systems, reconciliation workflows, and transaction lifecycles.
• Ability to communicate highly technical concepts to non-technical audiences with clarity and confidence.
• Experience supporting enterprise software implementations or technical pre-sales processes.
• Familiarity with CRM, ChMS, ERP, and accounting ecosystems commonly used by churches and nonprofits such as Rock RMS, Sage Intacct, Salesforce, etc.
• Experience working cross-functionally between Sales, Product, Engineering, and Customer Success.
• 5+ years in technical support, sales engineering, implementation engineering, or a related role.
• Strong foundation in software development concepts and programming languages.
• Ability to analyze and solve technical challenges with attention to detail.
• What You Should Have
• Proven subject-matter expertise; able to lead without heavy oversight
• Strategic, solutions-oriented mindset
• Alignment with Overflow's mission and values
• Commitment to hybrid work,

Benefits

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