Automation Advisor (Principal Solutions Engineer)

San Francisco, CA, United States

We believe in the power of AI and automation to unlock business potential

At Tray.io, we build and deliver a unique low-code and AI-enabled automation platform that enterprises use to transform complex processes into scalable, adaptable workflows. Our platform isn’t just about integration, it’s about enabling our customers to love their work and automate the rest.

We are shifting the way businesses achieve transformational outcomes. Tray removes the limitations that come with rigid, legacy iPaaS products and is solving for the unintended consequences of digital transformation. By freeing product leaders, business technologists and IT from tedious and repetitive tasks through automation, Tray customers can unlock their full potential and create the processes that are just right for them.

Your Mission

Automation Advisors play a crucial role in both our pre-sales and post-sales processes. This individual will be responsible for advising clients on the best automation strategies using our solutions, driving both sales growth and customer success. The ideal candidate will have a strong background in automation technologies and a keen understanding of how these can be applied to solve real-world business challenges.

What You Will Do

Pre-Sales Consultation:

Work closely with the sales team to understand customer needs and propose tailored automation solutions.

Conduct demonstrations and presentations to showcase the capabilities and benefits of our automation products.

Post-Sales Implementation Guidance:

Collaborate with the Delivery and Success teams to ensure smooth implementation and adoption of automation solutions post-purchase.

Provide ongoing advice and support to customers, ensuring they realize the full value of their investment.

Solution Design and Customization:

Develop customized automation strategies that align with customer-specific requirements and objectives.

Work with product, engineering, and delivery teams to ensure solutions are feasible and meet customer expectations.

Customer Education and Training:

Educate customers on the features and best practices of our automation platform.

Conduct workshops and training sessions to empower customers and enhance user competency.

Feedback and Product Improvement:

Gather customer feedback and insights to inform future product development and enhancements.

Serve as a liaison between customers and the product team, advocating for features or changes that meet market needs.

Market Analysis and Strategy:

Keep abreast of industry trends and advancements in automation technology.

Advise internal teams on strategies to remain competitive and address emerging customer needs.

Documentation and Reporting:

Prepare and maintain detailed documentation on customer interactions, solutions proposed, and feedback received.

Report on the success and challenges of automation implementations, providing insights for continuous improvement.

Required Skills and Qualifications

Bachelor’s degree in Computer Science, Engineering, Information Technology, or a related field.

5+ years of experience in a sales engineering role and 3+ years of experience in a technical advisory role, with a strong focus on automation solutions and iPaaS.

Proficient understanding of automation and iPaaS technologies and trends.

Excellent communication, presentation, and customer engagement skills.

Ability to engage with Senior IT leaders and C-level executives as well as with Architects and Developers.

Ability to translate technical concepts into business benefits for a non-technical audience.

Strong problem-solving skills and the ability to think strategically.

Located in the San Francisco Bay Area, as this role will be asked to come into the office once per week.

Preferred Skills and Qualifications

Previous experience in both pre-sales and post-sales roles.

Certifications in relevant automation technologies or platforms.

Experience with AI/ML technologies and building LLM enabled applications.

Your team will fully support you to do your best work

Our team is full of humble but fiercely ambitious people, who take immense pride in what they do. We work in a culture built on performance, friendship, transparency, and looking out for one another. The heart of Tray is made of generosity and trust. It is a community built on individual interactions between people who think differently; who are always available to help, to answer questions, and to empower. You'll have endless opportunities to learn and grow in a fun, fast-paced, and open environment. We love to achieve things that haven’t been done before.

We believe in diversity and equal opportunity

We believe that, in building diversity, we build strength. We encourage all to apply, and we do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status. We will make sure that people with disabilities are provided reasonable accommodation to participate in the job application or interview process.

Salary

If hired in the state of California, the on target total compensation for this role is $200,000-$225,000 annually.

Our salary range is based on paying competitively for our size, industry, and location of the role, and are one part of many other compensation, benefit and reward opportunities we provide, including stock options.

Individual pay rate decisions are based on a number of factors including qualifications for the role, experience level, skill set, and balancing internal equity relative to peers at the company. The range above is a good faith estimate based on the expectations as laid out in the job description, however we are often open to a wide variety of profiles and recognize that the person we hire may be less or more experienced than this job description as posted. For this reason, the actual salary may vary from the estimate provided above.

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