Summary - Klipfolio’s Solutions Engineering team builds bridges between customers’ complex data stacks and real-world business problems using Klipfolio Klips for Direct and Partner accounts. A typical work day for our solutions engineers might include testing data source connections, writing complex formulas, or running company training sessions for new customer accounts.
Where Strategy Meets Engineering
Our SEs act as a vital connection between our Technical Sales and Product Engineering teams, taking raw business requirements and transforming them into a technical architecture.
This journey usually begins with a deep dive into a company’s data stack. Whether it’s a database, custom REST API, or known service like Meta and GA4 APIs, the SE researches, tests, and validates the connection and the data received. Once they have real data, they build a tailored demo that shows not only if it works, but how it delivers ROI. If a new lead doesn’t have data to work with, the SE creates sample data to showcase Klips and highlight key features.
Into the Technical Deep End
The “heavy lifting” is where our Solutions team shines. They work with each customer to connect their data to Klipfolio through Klips data sources and then help write the formulas needed for any complex data alignment issues.
Along the way, they solve problems, debug connections, and write advanced API queries to prove the ROI.
The Voice of the Customer
Being on the front lines, SEs serve as a vital feedback loop to all of us here at Klipfolio. They advocate for the customer by bringing real-world use cases back to the product team, directly influencing the Klips roadmap. In a world of often-messy, high-stake data, the SE ensures customers don’t just buy a tool—they achieve success.
A Day in the Life of a Solutions Engineer: Meet Parker
Let’s take a look at a typical work day for Parker, a Klipfolio SE.
09:00 AM – The Deep Work: Before the Slack notifications start, it’s time for me to build. I’m currently working on paginating a data source which has a query results limit. To get all the data, I write a formula that pulls everything for the timeframe needed in their KPI. This will be a small PoC shows that their data will work in Klips and be easily accessible in the Klip Editor, along with our extensive functions list.
10:30 AM – The Discovery Call: I join the Sales team to meet a potential customer who’s frustrated with their current analytics "pitfalls." The twist? They want to white-label the product for their clients. I show them how our multi-tenant architecture makes rolling out new client dashboards a breeze. We showcase a fully white-labelled account, complete with a custom login screen and brand matching.
01:00 PM – The High-Stakes Demo: I present a custom demo to a new CTO. They need to see the company’s monitoring data live, to prove that Klips is the right solution. I show them the Klipfolio API which allows them to push their data to our system as frequently as every 10 seconds. They have a strong technical team and leave the call eager to dive into automating their analytics.
03:30 PM – The Product Feedback Loop: I sync with our Product Managers. Two partner accounts have asked for improvements to our MFA log-in. I’m here to make sure their request gets on the team’s radar.
04:30 PM – Tying Up Loose Ends: I spend the last hour in Support, helping a customer’s Data Engineer troubleshoot an API authentication error. It’s a small fix for me, but it saves their entire implementation timeline.
TL;DR: The Solutions Engineer in 30 Seconds
The Role: Part builder, part consultant, part storyteller.
The Day-to-Day: A mix of custom formula work, researching REST API connections, and sharing front-line knowledge with the Product and Support teams.
The Biggest Hurdle: Fighting the "Data Swamp"—helping customers clean up messy, inconsistent data and turn it into something valuable.
The Why: Helping customers solve their problems so they can succeed with data.
