Solutions Engineer

Overview

Spellbook offers an advanced AI copilot designed specifically for transactional lawyers, integrated directly with Microsoft Word to accelerate contract drafting, review, and negotiation by up to ten times while improving accuracy. Trusted by over 4,000 legal entities, including law firms and in-house legal teams, Spellbook streamlines legal workflows by reducing routine contract tasks. It is backed by prominent investors, holding over $80 million in total funding following a recent $50 million Series B round.

Role Summary

The Solutions Engineer serves as a vital technical partner within the sales team, collaborating alongside Account Executives and Post-Sales Legal Solutions. The role involves ensuring prospects and clients experience a smooth journey from initial demos through trials and closing, including post-sale setup. Responsibilities include understanding enterprise customer needs, delivering tailored demonstrations and trials, addressing technical and product-related inquiries, guiding setup processes, and ensuring Spellbook integrates securely within client environments. This is a fully remote position open to candidates residing in the US or Canada.

Key Responsibilities

• Collaborate with Account Executives to serve as a trusted technical advisor during prospect evaluations throughout the sales lifecycle.
• Analyze enterprise customers’ requirements to design and execute effective product demos and trial experiences.
• Assist prospects in completing self-service onboarding activities, manage user and integration provisioning to facilitate trial initiation.
• Respond to inquiries regarding product capabilities, technical specifics, security, and data privacy, involving internal experts when necessary.
• Set up demonstration and trial environments by uploading relevant sample agreements tailored to prospect use cases.
• Coordinate document and data migration processes alongside internal teams for new and potential clients.
• Manage bug reports and functional issues affecting trials, ensuring resolution through escalation to Engineering or other departments as required.
• Lead customized technical presentations and proofs of concept addressing prospects’ distinct business objectives.
• Collaborate across departments to complete Requests for Proposals (RFPs) and related questionnaires in support of sales efforts.
• Develop and maintain technical documentation and content to support successful adoption and usage of Spellbook by clients.
• Achieve expert-level knowledge across the Spellbook platform and maintain awareness of competitor solutions.
• Support sales team improvements and revenue goals by performing additional duties such as event participation and training facilitation as assigned.

Required Qualifications

• Minimum two years in a customer-facing technical role such as solutions or sales engineering, technical support, preferably within SaaS or B2B contexts.
• Knowledge of security and data privacy frameworks including SOC 2, GDPR, and PIPEDA with the ability to communicate their business benefits effectively.
• Proven aptitude in troubleshooting software and account setups, including user provisioning.
• Experience setting up software integrations for onboarding and trial purposes.
• Ability to convey technical information and business advantages clearly to diverse audiences, including legal and IT professionals.
• Strong aptitude for identifying customer challenges and positioning appropriate solutions.
• Self-motivated, proactive, and comfortable working in fast-paced, loosely structured environments.
• Excellent verbal and written communication skills and a track record of successful collaboration within remote and distributed teams.
• Familiarity with customer relationship management tools such as HubSpot or comparable platforms.
• Legal authorization to work in Canada or the United States.

Preferred Experience

• Background in startup environments, displaying adaptability and resilience.
• Exposure to legal technology domains, understanding associated challenges and opportunities.
• Experience working in fast-growing technology firms undergoing rapid scaling.
• Skilled in delivering technical demonstrations and presentations to both technical and business stakeholders.
• Experience deploying or managing Microsoft 365 or Word add-in solutions.
• Responsible use of AI tools to assist with tasks such as research, drafting, and data review.

Benefits

• Autonomous and accountable work environment emphasizing results and flexible approaches to completing tasks.
• Comprehensive company-paid group benefits for employees and families, including $1,000 mental health support.
• Holiday closures along with generous paid time off throughout the year.
• Monthly paid meals, wellness allowances, and parental leave top-ups.
• Competitive equity stock option grants to early employees, enabling shared success.

Diversity and Inclusion

Spellbook is dedicated to fostering an inclusive, discrimination-free workplace, committed to equal opportunity throughout hiring and employment processes. Accommodations during recruitment are available upon request.

Use of Artificial Intelligence in Recruitment

Spellbook responsibly employs AI to streamline recruitment logistics and administrative tasks while ensuring all hiring decisions remain human-led, upholding fairness, transparency, and accountability.

Compensation

The salary range for this role is between 148000 and 185000 CAD annually. The exact compensation will be determined based on experience, skills, and role level during the interview process. This may include base salary, commissions, equity, health benefits, and other company programs.