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Solutions Engineer

Method Financial

San Francisco, CAHybridFull-time$170–200K/yrPosted 5mo agoVerified open 5 days ago

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At a glance

Compensation
$170–200K/yr
Location
San Francisco, CAHybrid
Schedule
Full-time
Work Authorization
Not specified

Job overview

Method Financial is hiring a Solutions Engineer. Method Financial seeks a Solutions Engineer to enhance technical sales and expansion, joining early customer conversations to drive discovery, solutioning, and integration planning, aiming to accelerate buying decisions and repeatable growth across its API‑driven fintech platform.

Key focus areas include Join high‑priority deals early as technical partner to the AE and lead discovery, Translate customer architecture and goals into a clear integration plan, and Improve technical sales velocity by tightening discovery to solutioning cycle.

Successful candidates bring 5+ Years Experience In Technical Solutioning In Pre-Sales Environment, CS Degree Or STEM/Engineering/Math/Physics With Technical Depth, and Prior Experience Working With APIs. Important skills include Technical Comfort In APIs, Problem Solving, Consultative Approach, Solution Design, Customer Enablement, and High Ownership. Preferred (not required): Plaid, Stripe, Datadog, and Selling Into Lenders.

Skills & qualifications

RequiredNice to have

Skills

Technical Comfort in APIsProblem SolvingConsultative ApproachSolution DesignCustomer EnablementHigh OwnershipSpeedOperating in Startup EnvironmentPlaidStripeDatadogSelling Into LendersSelling Into FintechsSelling Into Complex Enterprise BuyersBuilding Technical ChampionsPartnering With Engineering TeamsPartnering With Product TeamsCreating Technical Enablement ContentCreating Reusable Solution FrameworksAPITechnical SolutioningPre-SalesPlaybook DevelopmentKnowledge Base CreationProduct Catalog Maintenance

Qualifications

5+ Years Technical Solutioning ExperienceStrong Technical FoundationPrior Experience With APIsExperience at API-First Fintech or Similar SaaSExperience Selling Solutioning Into Lenders or Complex Enterprise BuyersExperience Building Technical Champions and Partnering With Engineering TeamsHistory of Creating Technical Enablement Content

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
Paid Time Off
Parental Leave

Full job description

Meet Method Method has built the most modern way to connect to consumer financial accounts. Combining real-time liability connectivity with instant payment execution, Method’s API is designed to make it easy for people to connect their financial accounts to the apps and services they want to use.

We have helped 45+ million users connect 350+ million liability accounts credential-less and processed over $2.5B in payments, helping users save millions in interest. One in every three credit cards in the United States is in the Method ecosystem and leading financial institutions like SoFi, Bilt, Cleo, Sezzle, Figure & Aven rely on our APIs to build magical experiences for millions of consumers.

We’re a team of 50+ people spread across offices in Austin, SF, New York City, and Washington D.C! We’re excited to continue the momentum working alongside our investors and advisors from Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent. To learn more about us, check out our blog !

The impact We’re hiring a Solutions Engineer to improve Method’s technical sale and expansion motion. You will operate across pre-sales, joining customer conversations early to run technical discovery, solutioning, and integration planning so prospects and customers reach “technical yes” faster.

This role is a subject matter expert position. You’ll bring deep technical comfort (ideally in APIs), strong critical thinking, and a consultative approach to connecting customer pain points to Method’s product capabilities and roadmap. The goal is to make buying and expanding with Method easier, faster, and more repeatable.

What You’ll Do

  • Join high-priority deals early (often call 1–2) as the technical partner to the AE; lead technical discovery and solutioning.

  • Translate customer architecture, constraints, and goals into a clear proposed approach (integration plan, sequencing, risks, and tradeoffs).

  • Improve technical sales velocity by tightening the cycle from discovery → solutioning → terms with crisp technical alignment and next steps.

  • Occasionally support post-sale solutioning and expansion: participate in customer roadmap conversations, propose new use cases, and accelerate adoption.

  • Build solutions playbooks for Discovery and reference architecture to embed a repeatable solutions motion across pre and post sales.

  • Create and maintain a lightweight knowledge base / product catalog.

  • Partner closely with AEs, CS, TIEs, and Product to surface recurring issues, improve enablement, and feed product learnings back into roadmap decisions.

Who You Are

  • 5+ years experience in technical Solutioning in a pre-sales environment.

  • Strong technical foundation (CS preferred; STEM/engineering/math/physics acceptable with clear technical depth)

  • Prior experience working with APIs (selling, implementing, supporting, or solutioning).

  • Demonstrated critical thinking: you consistently get behind the question and give answers that match the underlying need.

  • Comfortable operating in both pre-sales and post-sales contexts; you can shift between solution design and customer enablement.

  • High ownership and speed: you ramp quickly, contribute actively on calls, and produce durable assets (playbooks, guides, demos) that reduce future load.

  • Comfortable in a startup environment with ambiguous processes and evolving org structure.

Extra Awesome

  • Experience at API-first fintech/infra companies (e.g., Plaid, Stripe) or similarly technical SaaS (observability/data platforms like Datadog).

  • Experience selling/solutioning into lenders, fintechs, or complex enterprise buyers.

  • Experience building technical champions within customer orgs and partnering deeply with engineering/product teams.

  • History of creating technical enablement content and reusable solution frameworks.

The annual US base salary range for this role is: $170,000 - $200,000.

Benefits available to full time employees

  • Medical, Dental, Vision; basic medical plans 100% covered

  • Flexible PTO

  • $30/day Lunch allowance when working from the office

  • 12 weeks parental leave

  • Commuter benefits; employer-sponsored

  • Phone/internet stipend

  • WFH stipend

  • Student loan repayment contribution

  • Lifestyle Spending stipend

  • Learning & Development stipend

  • Hybrid-office stocked with snacks

  • Quarterly team off-sites

In-office Policy For most roles are Method, we expect a regular in-person presence at one of our hubs in NYC, Austin, SF or DC. We have embedded flexibility to work remotely for a week here and there, but the general expectation is a minimum 2-3 days/week in office on average. What does not work is full-time remote.

Accommodations Method provides reasonable accommodations to applicants with disabilities. If you need assistance with your application due to a disability, please contact us at [email protected] to request an accommodation.

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