---
title: 'Solutions Engineer at Method Financial'
canonical: 'https://feeny.ai/job/solutions-engineer-method-financial-san-francisco-4ms6h3wb2t0j'
type: 'job'
last_seen: '2026-09-07'
---

# Solutions Engineer at Method Financial

- **Company:** Method Financial
- **Location:** San Francisco, CA
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-05-07
- **Last confirmed live:** 2026-09-07
- **Apply:** https://jobs.ashbyhq.com/method/ae69beed-33d7-462b-ab83-5680c647741e/application

> The Solutions Engineer acts as a technical partner in pre-sales, conducting discovery and solutioning for high-priority deals. This role involves translating customer architecture into proposed technical approaches, improving sales velocity, and building playbooks to accelerate adoption of Method's API ecosystem.

## Job description

## MEET METHOD

Method has built the most modern way to connect to consumer financial accounts. Combining real-time liability connectivity with instant payment execution, Method’s API is designed to make it easy for people to connect their financial accounts to the apps and services they want to use.

We have helped 45+ million users connect 350+ million liability accounts credential-less and processed over $2.5B in payments, helping users save millions in interest. One in every three credit cards in the United States is in the Method ecosystem and leading financial institutions like SoFi, Bilt, Cleo, Sezzle, Figure & Aven rely on our APIs to build magical experiences for millions of consumers.

We’re a team of 50+ people spread across offices in Austin, SF, New York City, and Washington D.C! We’re excited to continue the momentum working alongside our investors and advisors from Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent. To learn more about us, check out our blog https://methodfi.com/resources/company-updates!

## THE IMPACT

We’re hiring a Solutions Engineer to improve Method’s technical sale and expansion motion. You will operate across pre-sales, joining customer conversations early to run technical discovery, solutioning, and integration planning so prospects and customers reach “technical yes” faster.

This role is a subject matter expert position. You’ll bring deep technical comfort (ideally in APIs), strong critical thinking, and a consultative approach to connecting customer pain points to Method’s product capabilities and roadmap. The goal is to make buying and expanding with Method easier, faster, and more repeatable.

## WHAT YOU’LL DO

- Join high-priority deals early (often call 1–2) as the technical partner to the AE; lead technical discovery and solutioning.
- Translate customer architecture, constraints, and goals into a clear proposed approach (integration plan, sequencing, risks, and tradeoffs).
- Improve technical sales velocity by tightening the cycle from discovery → solutioning → terms with crisp technical alignment and next steps.
- Occasionally support post-sale solutioning and expansion: participate in customer roadmap conversations, propose new use cases, and accelerate adoption.
- Build solutions playbooks for Discovery and reference architecture to embed a repeatable solutions motion across pre and post sales.
- Create and maintain a lightweight knowledge base / product catalog.
- Partner closely with AEs, CS, TIEs, and Product to surface recurring issues, improve enablement, and feed product learnings back into roadmap decisions.

## WHO YOU ARE

- 5+ years experience in technical Solutioning in a pre-sales environment.
- Strong technical foundation (CS preferred; STEM/engineering/math/physics acceptable with clear technical depth)
- Prior experience working with APIs (selling, implementing, supporting, or solutioning).
- Demonstrated critical thinking: you consistently get behind the question and give answers that match the underlying need.
- Comfortable operating in both pre-sales and post-sales contexts; you can shift between solution design and customer enablement.
- High ownership and speed: you ramp quickly, contribute actively on calls, and produce durable assets (playbooks, guides, demos) that reduce future load.
- Comfortable in a startup environment with ambiguous processes and evolving org structure.

## EXTRA AWESOME

- Experience at API-first fintech/infra companies (e.g., Plaid, Stripe) or similarly technical SaaS (observability/data platforms like Datadog).
- Experience selling/solutioning into lenders, fintechs, or complex enterprise buyers.
- Experience building technical champions within customer orgs and partnering deeply with engineering/product teams.
- History of creating technical enablement content and reusable solution frameworks.

The annual US base salary range for this role is: $170,000 - $200,000.

## BENEFITS AVAILABLE TO FULL TIME EMPLOYEES

- Medical, Dental, Vision; basic medical plans 100% covered
- Flexible PTO
- $30/day Lunch allowance when working from the office
- 12 weeks parental leave
- Commuter benefits; employer-sponsored
- Phone/internet stipend
- WFH stipend
- Student loan repayment contribution
- Lifestyle Spending stipend
- Learning & Development stipend
- Hybrid-office stocked with snacks
- Quarterly team off-sites

## IN-OFFICE POLICY

For most roles are Method, we expect a regular in-person presence at one of our hubs in NYC, Austin, SF or DC. We have embedded flexibility to work remotely for a week here and there, but the general expectation is a minimum 2-3 days/week in office on average. What does not work is full-time remote.

## ACCOMMODATIONS

Method provides reasonable accommodations to applicants with disabilities. If you need assistance with your application due to a disability, please contact us at talent@methodfi.com to request an accommodation.

## About Method Financial

## Company Overview
- **One-liner**: Method provides a financial API that connects lenders, fintechs, and financial institutions to consumer credit and liability accounts, enabling real-time data, end-to-end payments, and embedded lending experiences.
- **Entity Type**: Private (Series B)
- **Headquarters**: New York, NY (also offices in Austin, TX and Bethesda, MD)
- **Founded**: 2021
- **Founders**: Jose Bethancourt (CEO) and Jesus Marco del Carmen

## Core Business
- **Primary industry**: Fintech / Financial Infrastructure
- **Target customers**: B2B – lenders, fintechs, banks, credit unions (enterprise and growth-stage financial services)
- **Mission or purpose statement**: “We empower lenders, fintechs, and other FIs to build products that unlock a level of autonomy never before seen by consumers.”

## Products & Services
- **One Auth**: Single phone-based authentication to connect and verify users across 10,000+ financial institutions – no login credentials required.
- **Data API**: Real-time access to balances, transactions, due dates, payoff quotes, APR ranges, credit limits, and 300+ data points across credit cards, student loans, auto loans, personal loans, mortgages, and more.
- **Pay API**: Embedded payment initiation for balance transfers, loan payoffs, and bill pay, with real-time settlement and compliance handling.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metrics**:
  - Total funding: $58M ( $16M Series A in 2023 + $42M Series B led by Emergence Capital)
  - 45M+ consumer users connected
  - $3B+ in payment volume processed
  - 20K+ financial institutions covered
- **Notable Investors/Partners**:
  - Lead Series B: Emergence Capital
  - Also backed by Y Combinator (batch Summer 2019)
  - Customers/partners: SoFi, Aven, Happy Money, Cleo, Bilt
- **Growth Signals**: 55-person team (as of 2025); high-profile customer wins; expanding from initial loan payoff use case into broad balance transfer and bill pay; increasing coverage and data depth.

## Competitive Advantages
- **Differentiator**: Focuses specifically on liability accounts (credit cards, loans, lines of credit) unlike most open banking APIs that only cover deposit accounts.
- **No credential storage**: Multi-factor authentication (MFA) based connectivity eliminates the need to store sensitive login details, reducing security overhead.
- **Real-time, comprehensive data**: Direct connection to each system of record enables up-to-date balances, alerts, and payoff quotes, not just historical credit report data.
- **All-in-one**: Combines account connectivity, real-time data, and payment initiation into a single API, simplifying integration for lenders.

## Strategic Focus
- **Expansion of coverage**: Increasing the number of financial institutions and biller connections across the U.S.
- **Deepening payment capabilities**: Growing balance transfer, loan payoff, and bill pay use cases to become the standard for embedded liability payments.
- **Platform adoption**: Empowering partners like SoFi and Bilt to embed Method’s API into their own products, driving network effects.

## Why Work Here
- **Culture**: Described as a “tight-knit crew” of ~55 people who are interdisciplinary, high-trust, and enjoy building end-to-end. Values include “move (uncomfortably) fast”, “take informed risks”, “lead by action”, and “stay resilient”.
- **Work model**: Hybrid / in-office presence in three hubs: Austin (The Domain), New York (SoHo), and Washington D.C. (Bethesda). Employees are evenly split across locations.
- **Perks**:
  - 100% paid medical, dental, vision for employee (up to 50% for dependents)
  - Flexible PTO
  - $1,000 WFH stipend + MacBook Pro M4
  - $1,000 annual learning & development allowance
  - Up to $5,250/year student loan contributions
  - $750/year lifestyle stipend
  - 401(k) with employer contributions
  - Commuter benefits
- **Growth**: Employees are encouraged to be “interdisciplinary” and own projects from start to finish, with a strong engineering and product culture.

## Sources
1. [methodfi.com](https://methodfi.com/company/about) – About page
2. [methodfi.com](https://methodfi.com/) – Homepage (products, metrics, partners)
3. [methodfi.com](https://methodfi.com/company/careers) – Careers page (culture, perks, values)
4. [ycombinator.com](https://www.ycombinator.com/companies/method-financial) – Y Combinator profile (founding, team, funding, news)

## Other roles at Method Financial

- [Design Engineer](https://feeny.ai/job/design-engineer-method-financial-new-york-mp5eabwkeegf) — New York, NY
- [Senior Software Engineer](https://feeny.ai/job/senior-software-engineer-method-financial-new-york-kpj2a364frjm) — New York, NY
- [Senior Counsel](https://feeny.ai/job/senior-counsel-method-financial-washington-wr2zga0rwp5p) — Washington, DC
- [Senior Accounting Manager](https://feeny.ai/job/senior-accounting-manager-method-financial-washington-0mwx9tw9qr4c) — Washington, DC
- [Solutions Consultant](https://feeny.ai/job/solutions-consultant-method-financial-san-francisco-kj5hxxhfht8a) — San Francisco, CA
- [Data Partnerships Lead](https://feeny.ai/job/data-partnerships-lead-method-financial-new-york-h391e7dd5c6e) — New York, NY
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