Solutions Engineer · Full Lifecycle

I turn complex technical
evaluations into closed deals.
Then I make sure
the value holds.

I cover the full SE cycle from technical discovery and PoCs to QBRs and adoption, so nothing falls through the handoff. SRE roots mean I catch edge cases before they become war stories.

What are you hiring for?

Pick one to see 3 tailored links ↑

▶ See my work 📅 Book 30 min with me

🧠 Or, try the 5-min SE scenario quiz first →

Chinmaya Chhatre

Charlotte, NC · Open to relocation

$250K+

pipeline influenced via PoCs

95%

reduction in provisioning time

30%

operational cost reduction delivered

$70K

expansion revenue from QBR upsell

✓ AWS Solutions Architect ✓ Terraform Associate ✓ MEDDPICC ✓ Salesforce Admin ✓ ITIL 4

This is how I think about Solutions Engineering, across the full deal cycle. Stage 1 of 5

Stage 1 · Discover

I find the real problem first

Discovery is where deals are won or lost before a single slide is shown. Here is how I approach it and what I have written about the craft.

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SE Blog

Solutions Engineering in the real world

Real discovery calls, stakeholder alignment, and technical evaluations across startups and enterprise accounts.

Read the blog →

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Tech Blog

Technical depth that earns trust

SRE war stories and infrastructure deep-dives: proof I can go as deep as your engineers need.

Read the blog →

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Interactive

Step into my shoes: the SE challenge quiz

Real SE scenarios I've faced. See how you'd handle them vs. how I did, in ~5 minutes.

Take the quiz →

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Coming Soon

Discovery call framework

My annotated discovery question bank and call structure, built from dozens of first calls across FinTech, healthcare, and enterprise SaaS.

In progress

Stage 2 · Build the case

Architecture that makes stakeholders say yes

I design solutions that are easy to evaluate, easy to approve, and easy to defend upward. These are architectures I built for some of my accounts.

FinTech · High Availability

AlphaPoint: Trading infrastructure built for zero downtime

Enterprise · Fault Tolerant

JetBlue at ApexAnalytix: Supplier management portal

Healthcare · Scalable

Atrium Health at Vectorflow: Visitor management at scale

Automation · Demo

PIAM visitor automation: Zapier + Lambda + Sheets

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Interactive Tool

Onboarding automation ROI calculator

Built from real deployments at LendingTree, Delta, and Atrium Health. Get a payback period and annual savings estimate in seconds.

Try the calculator →

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Coming Soon

Technical proposal template

The post-discovery written artifact I send to a champion for internal circulation. Covers problem framing, proposed solution, success criteria, and timeline.

In progress

Stage 3 · Win the deal

See me run a live evaluation

From competitive bake-offs to PoC demos to analyst-style battle cards, here is how I show up when it counts.

$250K+ pipeline

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Presentation

PoC walkthrough: live demo with success criteria

A recorded PoC: watch how I frame technical proof around business outcomes, not feature lists.

Watch the PoC →

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Battle Card

Competitive positioning and battle card

How I equip AEs to win objections and position against competitors: clarity over bashing.

View the battle card → $70K upsell

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Champion Enablement

Champion enablement kit: the JetBlue story

How I built internal advocates at JetBlue who closed a $70K upsell without me in the room. Talking points, objection prep, and the QBR framework.

View the kit →

Stage 4 · Drive adoption

The handoff is where I stay

Most SEs disappear after the signature. I built onboarding playbooks, ran enablement sessions, and cut config-related support tickets by 35%. Here is the story.

35% fewer tickets

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Blog

Onboarding and enablement stories

Training resources that took clients from signed contract to confident daily use, no ticket pile-up.

Read the stories →

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Interactive

SRE Playground: live infrastructure tooling

Hands-on monitoring, alerting, and automation demos: the skills I bring into post-sales work.

Open the playground →

Stage 5 · Prove value

QBRs that open the next chapter

A QBR is not a status update. It is a renewal and expansion opportunity. Here is how I run them.

$70K expansion

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Presentation

QBR deck: from usage data to expansion story

A full QBR I delivered: adoption metrics turned into a business story that opens the upsell naturally.

View the QBR →

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Life Philosophy

How I think, beyond the role

Writing on decision-making, resilience, and the mindset behind how I approach work and life.

Read the blog →

Experience

Five years across FinTech, B2B SaaS, and enterprise software, always at the intersection of technical credibility and business outcomes.

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2026 – Present · Remote

CloudSageAI

Solutions Engineer (Full lifecycle)

Ran end-to-end pre-sales motion for two shipped products: led stakeholder discovery, defined success criteria, scoped solution architecture, and built PoC environments
Owned full deployment and post-launch lifecycle: handled objections, led go-live, iterated on real user feedback, and identified SaaS expansion opportunities
As founder, architected end-to-end product infrastructure and designed integration workflows; instrumented GA4 and Clarity for adoption insights informing roadmap decisions, and AWS SES for automated transactional email delivery.

🏥

2024 – 2026 · Charlotte, NC

Medical Sabbatical

Health Recovery and Professional Development

Took planned medical leave for health recovery; fully resolved as of January 2026
Completed AWS, Terraform, MEDDPICC, SRE, and ITIL certifications; built hands-on projects in cloud automation, observability, and integrations

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2023 – 2024 · Charlotte, NC

Vectorflow

Solutions Engineer

Led PoCs with defined success criteria, influencing $250K+ ARR in pipeline at a B2B SaaS startup
Delivered tailored demos using client workflows; evangelized Dynatrace and API observability to de-risk evaluations
Equipped AEs with battle cards and objection handling; used MEDDPICC to identify champions and quantify pain
Ran enablement workshops and authored onboarding guides, reducing config-related tickets by 35%
Optimized solutions that reduced client operational costs by 30%

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2020 – 2023 · Greensboro, NC

APEX Analytix

Application Support Analyst (Hybrid Solutions Engineering)

Presented SAP and Procure-to-Pay PoCs in pre-sales; partnered with AEs on discovery and integration planning
Conducted executive QBRs using Salesforce and ELK analytics; drove a $70K expansion via SPIN-style discovery
Framed adoption data into ROI and TCO renewal stories; fed field insights to Product to influence roadmap
Reduced feature delivery time by 50% by designing solution approaches with Sales and Product

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2018 – 2020 · Charlotte, NC

AlphaPoint

Product Support Engineer (Pre-Sales Solutions Engineering)

Engaged global banking clients to validate KYC/AML and banking integrations in pre-sales
Rebuilt trust post-breach by articulating IAM hardening to executives, accelerating close on $50K+ MRR deals
Automated partial trade reversals via AWS Lambda, cutting error resolution time by 99.99%
Stood up PoV infrastructure with Terraform for fast, consistent spins and teardowns

Certifications

Both sides of the SE equation: technical depth and sales methodology.

☁️ AWS Solutions Architect 🔨 Terraform Associate 💻 SRE Foundation ☁️ Salesforce Foundation ⚙️ Salesforce Admin 🎯 Full MEDDPICC 🐍 Python (PCEP) 📋 ITIL 4 Foundation 🔁 Professional Scrum Master 🧠 Azure AI Fundamentals

Professional toolkit

Click any card to see how I have applied this in the field.

Pre-Sales

Discovery and Value Alignmenti

Observed live workflows at Delta and LendingTree to uncover pain before pitching a solution. Layered questions to surface budget owners, timelines, and unstated blockers.

PoC Design and Deliveryi

Delivered success-criteria-driven PoCs influencing $250K+ in pipeline. Scoped, built, and presented each one with measurable outcomes tied to the client's stated business goals.

Competitive Positioning and Battle Cardsi

Built decks that helped close two accounts in back-to-back calls against Lenel and Brivo. Equipped AEs with objection-by-objection responses grounded in real differentiators.

Demo and Storytellingi

Designed outside-in demos aligned to buyer journey, not feature lists. Balanced technical depth for engineers with business value framing for economic buyers in the same session.

Champion Enablementi

Equipped internal champions with data, stories, and materials to sell internally when I was not in the room. Reduced deal cycles by keeping the conversation alive between touchpoints.

Post-Sales and Full Lifecycle

QBR and Executive Storytellingi

Led QBRs that drove $70K in expansion via ELK-based supplier reactivation at Apex Analytix. Framed adoption data as an ROI story that opened the upsell conversation naturally.

Client Training and Enablementi

Reduced config-related support tickets by 35% through onboarding guides and workshops at Vectorflow. Built resources that let clients self-serve instead of raising escalations.

Onboarding and Adoptioni

Guided clients from signed contract to confident daily use, cutting escalations by 40%. Built playbooks that standardized the post-sales motion across multiple client types.

Incident Management and RCAi

Reduced MTTD by 10% with automated recovery and proactive alerting at Apex Analytix. Led postmortems and translated technical findings into client-facing action plans.

Technical Consultationi

Provided architectural guidance across FinTech, healthcare, and enterprise SaaS clients. Served as the technical voice of the customer back to product, influencing roadmap decisions.

Technical Stack