Banyan Infrastructure is on a mission to unlock the trillions of dollars needed to finance the renewable infrastructure revolution. We are a dynamic fintech company providing a cutting-edge software solution that empowers banks, funds, and other financial institutions globally to efficiently invest in sustainable projects and achieve their net-zero targets. Join us in building the future of green finance.

Why Join Us?

We’re looking for a Customer Solutions Engineer to join Banyan as the founding implementation hire on the Customer Success team. This role blends process design, systems thinking, and hands-on implementation to translate customer workflows and data into scalable solutions within the Banyan platform.

You will own complex customer implementations end to end while also designing and operationalizing Banyan’s implementation practice, including the processes, playbooks, tools, and templates that enable successful customer onboarding and expansion as we grow.

This is a hands-on, project-based role. You will engage deeply during onboarding and major module deployments, then transition out once solutions are live and stable, with re-engagement as new modules, integrations, or complex use cases arise. This is a true builder role with outsized impact on how Banyan delivers value to customers.

We value curiosity, collaboration, and a constant drive to raise the bar, and we are committed to fostering a supportive, inclusive team.

What You’ll Do:

Own Customer Implementations

Own and drive end-to-end implementations for new customers and major module rollouts
Serve as the primary technical point of contact during onboarding and complex integrations
Map customers’ existing business, financial, and operational processes and translate them into streamlined workflows within the Banyan platform
Map and validate data from disparate customer systems into clean, scalable data import processes and reporting views
Configure platform modules, dashboards, and process flows aligned to customer business goals
Ensure data accuracy, integrity, security, and scalability throughout the implementation process

Build the Implementation Practice

Design standardized onboarding frameworks and implementation project plans
Create reusable playbooks, templates, tools, and implementation documentation
Define best practices for process alignment, data mapping, validation, reporting, and handoff to Customer Success Managers
Continuously refine implementation approaches based on customer learnings and scale needs
Partner closely with Customer Success Managers to ensure smooth post–go-live transitions and product adoption

Collaborate Cross-Functionally

Collaborate with Sales Engineer to inform pre-sales solution designs and plan for post-sale implementations
Collaborate with Product and Engineering to share customer insights and recurring implementation patterns
Inform product roadmap decisions with real-world customer workflow and implementation feedback

What You’ll Bring:

5+ years of experience in B2B SaaS implementation, solutions delivery, or solutions consulting roles
Demonstrated experience mapping customer processes and translating them into software workflows
Experience building, scaling, or significantly refining implementation or onboarding practices in a startup, early-stage, or high-growth SaaS environment
Strong expertise in data architecture, APIs, workflow automation, data mapping, transformation, and validation
Proven project management skills with the ability to drive complex, multi-stakeholder implementations from discovery through go-live
Excellent communication skills, with the ability to guide customers through both process change and technical configuration
Startup mindset with comfort operating in ambiguity, building structure, and owning outcomes

Education: Bachelor's degree required

Bonus Qualifications:

Strong proficiency with core financial principles and complex financial data sets.
Experience with project finance or infrastructure workflows is strongly preferred.

Why you’ll love it here:

Work at the forefront of sustainable finance and climate impact
Engage with mission-driven institutions deploying real-world infrastructure projects
Solve complex technical and operational challenges with tangible outcomes.
Shape customers’ first deep impressions of the Banyan platform and directly influence the company’s long-term success

How we’ll support your growth and success:

Opportunity to design and scale Banyan’s implementation function from the ground up
Clear growth paths as a senior IC, domain expert, or future people leader based on your interests
Close collaboration with founders, executives, and cross-functional teammates
Ongoing learning and professional development opportunities

Reporting & Location: This role reports to VP, Customer Success and is a hybrid position based in our San Francisco office (3 days in office/2 remote).

Compensation: $150,000 - $175,000 base salary, commensurate with experience, plus incentive bonus based on performance and meaningful equity.

Visa Sponsorship: At this time, Banyan is unable to provide H1B visa sponsorship for this position.

Our benefits package is designed to allow team members to be their best selves, in and out of the workplace. In addition to top tier health plans and at work meal offerings, we prioritize your well-being and growth through professional development, parental leave, a flexible time off policy, and flexible work. Our headquarters is centrally located between Bart and Caltrain in San Francisco, CA.

Confidence can sometimes hold us back from applying for a job. We'll let you in on a secret: there's no such thing as a 'perfect' candidate. We believe diverse perspectives and backgrounds are critical to building great technology. Our goal is to cultivate an environment where people feel valued and respected. So, however you identify and whatever background you bring, please apply if this role would make you excited to come to work. Banyan is an equal opportunity employer.

Customer Solutions Engineer (Implementation & Integrations)

AI overview