Employee Applicant Privacy Notice

Who we are:

Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.

The Role:

So Fi at Work is seeking a Senior Technical Solutions Engineer to be the primary technical bridge for our employer partners across pre- and post‑sales, designing and delivering integrations that power our financial wellness benefits and platform experiences. You’ll partner with Sales, Product, Engineering, Partner Success, and Security to scope solutions, architect data flows, and lead implementations that bring to life programs like Student Loan Contributions, Student Loan Verification (401(k) match), Tuition Reimbursement, Emergency Savings, and the So Fi at Work Financial Wellness Dashboard. Your work will accelerate employer time‑to‑value, strengthen member engagement, and ensure reliability, privacy, and compliance of the integrations that make these benefits work.

What You'll Do:

• Lead technical discovery and pre‑sales: translate employer benefit objectives and constraints into clear solution architectures, integration plans, and implementation timelines for So Fi at Work programs.

• Architect end‑to‑end integrations: eligibility file ingestion, SSO/OIDC/SAML, HRIS/payroll connections, webhooks and REST APIs, and recordkeeper reporting required for contribution programs.

• Scope and run pilots/Po Cs for priority benefits and awareness programs to validate value, data flows, and operational readiness.

• Serve as the technical SME through implementation: configure plans, test data feeds, triage and resolve integration issues, and guide partners on best practices to ensure successful launches.

• Own technical responses for RFIs/RFPs and security questionnaires; clearly represent our architecture, controls, and operational processes to partner IT, Security, and Benefits stakeholders.

• Create enablement assets (sample requests, Postman collections, reference implementations) and improve internal/external documentation to streamline partner onboarding.

• Act as voice of the customer: aggregate technical feedback, edge cases, and feature requests to inform Product and Engineering roadmaps.

• Drive reliability and quality: define test plans, data validation checks, and monitoring for critical workflows (e.g., verifications, contributions, reimbursements).

• Collaborate cross‑functionally to continuously reduce time‑to‑launch and improve partner and member outcomes across the So Fi at Work Dashboard and contribution programs.

What You'll Need:

• 7+ years in solutions engineering, implementation engineering, or technical account management, including direct ownership of complex enterprise integrations.

• Strong proficiency with REST APIs, JSON, and webhooks; comfort reading/writing scripts and queries (e.g., Python/JavaScript/SQL) for troubleshooting and automation.

• Hands‑on experience integrating employer systems (HRIS/payroll, SSO) and benefits/recordkeeper data flows for programs like student loan contributions, tuition reimbursement, retirement match, or emergency savings.

• Ability to decompose ambiguous business requirements into secure, scalable technical designs with clear operational runbooks.

• Excellent communication skills with both technical and non‑technical audiences; consultative approach that builds trust with partner engineering, IT/security, and benefits teams.

• Building on the communications skills above - you have a knack for delivering status and KPI information outward in a consistent, easily digestible, and quickly consumed formats.

• Proven program management across multiple concurrent projects; crisp planning, risk management, and stakeholder updates.

• Familiarity with security, privacy, and compliance considerations in financial services (e.g., data minimization, access controls, auditability).

• Experience adopting AI tooling (e.g., copilots for triage, doc generation, and data QA) to speed efficiency and drive better outcomes.

Nice to have:

• Domain depth in financial wellness or adjacent fintech, including So Fi at Work program areas: Student Loan Contributions, Student Loan Verification (401(k) match), Tuition Reimbursement, Emergency Savings, and our Financial Wellness Dashboard.

• Practical familiarity with HCM/payroll and benefits ecosystems)and benefits platforms/recordkeepers from prior integrations.

• Experience improving documentation, creating code samples, and enabling partner developers during onboarding.

• Comfort with observability and analytics (e.g., logging, SQL/BI) to validate data quality and monitor production flows.

Compensation and Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at So Fi page!
So Fi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
So Fi is committed to an inclusive culture. As part of this commitment, So Fi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.