Who we are:
Transact and CBORD have joined forces as industry leaders to bring the best integrated technology solutions to education, healthcare, and business campuses worldwide. Be a part of this exciting new partnership, committed to transforming organizations and improving the lives of people doing mission-critical work.
Why join our team?
We strive to provide the best customer experience in the industry and have succeeded with a single, strong motivating principle: We serve our user community.
Our success and growth are directly attributed to our people. Our newly combined companies are dedicated to fostering a culture of integrity, respect, and continuous personal development. We maintain an entrepreneurial spirit, where creativity, innovative problem-solving, and learning agility drive our day-to-day actions.
What you will be doing:
- Supporting pre-sales and customer engagements by understanding requirements and mapping them to software solutions.
- Participating in discovery calls, onsite discovery meetings, solution scoping, and product demonstrations tailored to customer needs.
- Collaborating closely with sales, product, and services teams to ensure accurate solution alignment.
- Positioning yourself as a subject matter expert to build rapport and trust with potential and current customers.
- Continuously building product, industry, and technical knowledge.
The Solution Engineer is an active member of the Solution Engineering team who partners with sales and internal stakeholders to translate customer needs into effective technical solutions. This role focuses on knowledge of the platform, engaging with customers, and supporting solution design and delivery while building credibility through product knowledge, demos, and discovery conversations.
Who you will work with:
You will work closely with Solution Engineering peers, Sales teams, Product partners, Customer Success Managers, and Services teams to deliver cohesive, customer-focused solutions.
Key Responsibilities and Duties- Leads discovery conversations to uncover customer dining, retail, and cashless payment workflows and translate them into clear technical requirements.
- Develops and delivers compelling product demonstrations that showcase Quickcharge POS, cashless payment programs, kiosks, and mobile ordering experiences.
- Guides customers and internal stakeholders by articulating workflow improvements, solution fit, and operational value.
- Supports sales cycles by providing technical expertise, solution clarification, and authoritative responses to customer questions and objections.
- Designs end‑to‑end Quickcharge solutions across POS, kiosk, mobile ordering, account funding, and cashless payment programs.
- Defines technical requirements, integration points, hardware specifications, and environmental dependencies for accurate solution scoping.
- Develops solution documentation, workflow diagrams, and scoping artifacts to ensure clarity and alignment across teams.
- Evaluates potential solution risks and proactively recommends alternatives or mitigating approaches.
- Experience: Bachelor’s degree in a related field preferred or 3+ years relevant experience.
- Previous experience working in the Healthcare market in a technical aspect preferred.
- Previous enterprise software experience (2+ years preferable)
- 3 - 5 years technical experience, preferably in One Card, Point of Sale (POS), and Mobile Ordering.
- Comprehension of software architecture with an understanding of enterprise software applications. SaaS products are preferred.
- Understanding of enterprise system deployment environments and integrations to include authentication services, restful APIs, event messaging, and network topography.
- Strong presentation, communication and writing skills
- Ability to work independently and be self-motivated
- Demonstrated problem solving, decision-making and collaboration skills
- A self-motivated, quick learner, who has a desire to win business
- Proven ability to manage time, multi-task and excel in a deadline-oriented environment while supporting several proposal projects simultaneously.
What you bring to the table:
Required Qualifications
Software skill requirements:
- Advanced Microsoft Office skills: Word, Excel, PowerPoint, Outlook.
- Online Collaborations tools – proficient with conducting online meetings using solutions such as Microsoft Teams or Zoom.
- Experience working with Quickcharge commerce solution or similar solutions.
Preferred Qualifications
Essential Functions of the job:
- Serve as the technical and solution expert for Quickcharge during pre‑sales and customer engagements.
- Lead or support discovery conversations to understand dining, retail, and payment workflows across healthcare, corporate, K‑12, or campus environments.
- Translate customer operational needs into well‑scoped Quickcharge solutions, aligning POS, cashless payments, and mobile ordering capabilities.
- Deliver product demonstrations that clearly articulate value, workflow impact, and differentiation.
- Support sales teams with solution positioning, technical validation, and response to customer questions or objections.
- Design end‑to‑end Quickcharge solutions, including POS, kiosks, mobile ordering, and account‑based payment programs.
- Accurately scope system configurations, integrations, and hardware requirements.
- Identify technical constraints, dependencies, and risks early in the sales cycle.
- Partner with internal teams to ensure solutions are feasible, supportable, and aligned with product standards.
- Contribute to pricing, quoting, and configuration accuracy as needed.
The duties and responsibilities described in this job description are intended to represent the essential functions of the position as defined under applicable federal, state, and local labor laws, including the Americans with Disabilities Act (ADA). These functions are the fundamental job duties required for successful performance.
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions unless such accommodations impose an undue hardship on the organization.
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities. Duties may be added, removed, or modified at any time in accordance with business needs and applicable law.
What is good to know:
- This role requires balancing technical execution with customer-facing communication
- Exposure to multiple industries and solution use cases is expected
- Continuous learning and adaptability are key to success
- The position may involve handling sensitive personal or health-related information in compliance with company policies
- Travel to onsite clients, conferences, and trade shows may be required up to 50% at times.
Competencies and Behaviors
- Deep understanding of Quickcharge POS, cashless payment programs, kiosks, and mobile ordering.
- Ability to interpret system architecture, integrations, data flows, and hardware requirements.
- Strong troubleshooting and analytical skills for identifying solution gaps or constraints.
- Ability to translate customer workflows into accurate, scalable solution designs.
- Skilled at creating functional requirements, diagrams, and configuration recommendations.
- Strong judgment in balancing customer needs with product capabilities.
- Ability to work closely with Sales, Product, Implementation, and Support.
- Skilled at articulating customer insights that influence product improvements.
- Strong partnership mindset with a focus on seamless handoffs and clear documentation.
- Ability to analyze customer requirements and identify optimal solution approaches.
- Proactive in identifying risks, constraints, and opportunities.
- Capable of guiding customers through alternative workflows when needed.
- Strong organizational skills to manage multiple customer engagements concurrently.
- Ability to prioritize tasks, manage timelines, and maintain high attention to detail.
- Commitment to continuous learning of product updates, industry trends, and best practices.
- Demonstrates initiative, curiosity, and the ability to adapt in a dynamic environment.
- Positive, team‑oriented approach that supports a high‑performing Solution Engineering team.
This position is classified as Exempt under the Fair Labor Standards Act (FLSA) and applicable state wage-and-hour laws.
What you get when you join our team:
- Flexible time off to include paid holidays and volunteer time.
- Robust health, dental, and vision insurance plans on your first day of employment
- Employer-paid life insurance/AD&D/short-term and long-term disability insurance
- Comprehensive employee assistance program (EAP)
- Flexible spending account (FSA) or health savings account (HSA)
- Matched 401(k)
- Employee stock purchase plan
Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity, or commissions.
Transact + CBORD is an equal employment opportunity employer and considers qualified applicants for employment without regard to race, gender, age, religion, national origin, marital status, disability, sexual orientation, protected military/veteran status, or any other protected factor.
As of Aug. 20, 2024, Transact and CBORD have merged to drive innovation and operational excellence across education, healthcare, and corporate markets. You can read more about the merger here: Transact News or CBORD Newsroom.
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