Solutions Architect / Sales Engineer

San Francisco

Formation distills complex customer data into uniquely tailored experiences; we orchestrate physical and digital exchanges into one seamless journey. Our business is building lasting, trusted relationships between people and brands—and making it look easy.

Formation’s Solutions Architects will work with our largest and most complex companies to navigate their complex data, workstreams, and environments to design cutting edge digital marketing solutions leveraging Formation’s technology. Solutions Architects are experienced sales engineers with a strong background developing integrations, consulting with customers to understand their objectives, and solutioning with customers to design systems given each party’s constraints.


  • Support the pre-sales process and own the technical sales process including conducting technical discovery, delivering technical presentations, and presenting product demonstrations
  • Design B2B integrations and implementation plans tailored to customers technical needs
  • Consult and develop customer use-cases to align with customer business objectives and Formation platform constraints
  • Work cross-functionally with sales, product, engineering, customer success, and data science teams
  • Provided technical feedback and work closely with the product team
  • Travel 25 - 50% of time as needed by customer engagements


  • 5 years of prior experience in a pre-sales role within Enterprise software, cloud-based and SaaS solutions at Global 2000 accounts
  • Experience with the MarTech landscape/tech-stacks and ability to speak to competitor capabilities
  • Exceptional presentation skills and client-facing experience to simplify complex solutions and map back technical explanations to business value
  • Quick, on-your-feet thinking, especially in meetings where you might be asked rapid-fire questions
  • Inquisitive and constantly learning to stay current on market trends, competitive landscape and industry dynamics
  • Entrepreneurial DNA - a self-starter able to build capabilities from scratch, see the work through execution, and ruthlessly prioritize in an ever changing/evolving landscape
  • Strong oral and written communication skills; excellent presentation skills
  • Strong technical aptitude
  • Execution mindset with ability to operate in ambiguity
  • Familiarity with Machine Learning/AI is a plus
  • Education: BS in Computer Science or IT or relevant experience

About Formation

Formation is committed to inclusion and diversity and is an equal opportunity employer. All applicants will receive consideration without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, disability, or veteran status.

Also, we are thrilled to be named one of the Top 50 startups by LinkedIn! Every member of our team makes Formation a special place to work and grow. Come join us and see for yourself!



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