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.

▶ See my work 📅 Book 30 min with me

Chinmaya Chhatre

Charlotte, NC · Open to relocation

6 figures

multiple deals influenced, up to $250K+ each

95%

less provisioning time across 2 enterprise clients in one quarter

20%

reduction in maintenance downtime

$70K

expansion revenue from QBR upsell

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

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

Stories from discovery calls, stakeholder alignment, and navigating technical evaluations at startups and enterprise accounts.

Read the blog →

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Tech Blog

Technical depth that earns trust

SRE war stories, automation projects, and infrastructure deep-dives that prove 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

Experience scenarios and challenges I faced. See how you would handle it and how I actually did. Takes about 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. Input your team size and manual hours, 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.

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Presentation

PoC walkthrough: live demo with success criteria

A recorded PoC I built and presented. Watch how I frame technical proof around business outcomes, not features.

Watch the PoC →

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Battle Card

Competitive positioning and battle card

How I equip AEs to handle objections and position against competitors without bashing, just clarity and confidence.

View the battle card →

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Champion Enablement

Champion enablement kit: the JetBlue story

How I built internal advocates at JetBlue who closed a $70K upsell I was not in the room for. Talking points, objection prep, campaign strategy, 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.

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Blog

Onboarding and enablement stories

How I built training resources and guided clients from signed contract to confident daily use, without drowning in tickets.

Read the stories →

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Interactive

SRE Playground: live infrastructure tooling

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

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.

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Presentation

QBR deck: from usage data to expansion story

A full QBR I built and delivered. Watch how I connect product adoption metrics to business outcomes and open the upsell conversation 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 →

Background

Experience

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

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Feb 2026 – Present · Remote

CloudSageAI

Solutions Engineer (Full lifecycle)

Ran end-to-end pre-sales motion: led stakeholder discovery, defined success criteria, scoped solution architecture, and built PoC environments
Migrated infrastructure to serverless, cutting cloud costs 85% and achieving 99.99% uptime versus the prior server-based architecture
Redesigned onboarding with AI assistance, cutting time-to-value 90%, and built monitoring and observability to catch issues proactively

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Jun 2024 – Jan 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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Jun 2023 – Mar 2024 · Charlotte, NC

Vectorflow

Solutions Engineer

Influenced multiple six-figure deals up to $250K+ each by leading technical discovery, scoping PoCs, and aligning buyer needs; built onboarding workflows cutting provisioning time 95% across 2 enterprise clients in one quarter.
Delivered tailored demos using client workflows and data; spearheaded Dynatrace/RUM and API observability integration to de-risk evaluations, differentiate during bake-offs, and reduce maintenance downtime by 20%.
Equipped AEs with battlecards and objection handling vs. PIAM/AI competitors; leveraged MEDDPICC to identify champions and quantify pain across pursuits.
Ran enablement workshops and authored onboarding guides, reducing config-related tickets 35% and accelerating adoption.

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Sep 2020 – Apr 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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Sep 2018 – Mar 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

Credentials

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

Skills

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

Influenced multiple six-figure deals up to $250K+ each at Vectorflow through technical discovery, PoC scoping, and alignment with buyer needs.

Competitive Positioning and Battle Cardsi

Equipped AEs at Vectorflow with battlecards and objection handling against PIAM/AI competitors. Used MEDDPICC to identify champions and quantify pain across pursuits.

Demo and Storytellingi

Delivered tailored demos using client workflows and data at Vectorflow. Spearheaded Dynatrace/RUM and API observability integration to de-risk evaluations, differentiate during bake-offs, and reduce maintenance downtime by 20%.

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

Built onboarding workflows at Vectorflow that cut provisioning time 95% across 2 enterprise clients in one quarter. Ran enablement workshops and authored onboarding guides to accelerate adoption.

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