Rally UXR is a SaaS user-research CRM that automates participant selection, screening, outreach, scheduling, and incentives, integrates with data warehouses/CRMs, and enforces SOC II/HIPAA-compliant research workflows.
Role at a glance What: As our first Customer Engineer at Rally, you’ll set Enterprise customers up for technical success, serve as the go-to technical expert on the CX team, and act as a technical resource in pre-sales conversations to help close deals. Impact: You’ll free our product team from technical consulting load, accelerate Enterprise onboarding, and help the world’s most user-centric companies unlock Rally’s full potential. Team: You’ll join our Customer Experience team and partner closely with our CTO, CS Lead, Sales, and Engineering. Work style: Fully remote within the US, async-first collaboration, with regular customer calls and occasional in-person onsites. About Rally UXR Rally is the User Research CRM that helps product, design, and research teams talk to their users quickly, safely, and at scale. Our platform automates participant recruitment, outreach, screening, scheduling, consent, and incentives — so teams can spend more time learning from customers and less time wrestling with manual workflows. We’re now building the next chapter: an AI-native research platform with agents that handle the full research lifecycle. Our Recruitment Agent autonomously handles every step of participant recruitment, from outreach and screening to scheduling and incentives. Trusted by teams at Google, Adobe, Figma, GitLab, Webflow, and others. Backed by Y Combinator, Stage 2 Capital, and Canapi Ventures. About the team Our Customer Experience team is a highly collaborative, user‑obsessed group focused on making research smoother for both our customers and their participants. - We work closely with UX Researchers, Research Ops leaders, designers, and product managers at some of the world’s most user‑centric companies. - We use Rally to build Rally - talking to our own users frequently, running studies on our platform, and feeding insights straight into the roadmap. - We favor small, empowered teams, high ownership, and a tight feedback loop between customers, product, and engineering. The opportunity Rally is becoming an AI-native company — not just in what we build, but in how we operate. We’re shipping agents that transform how the world’s best teams run user research, and we’re changing how we work internally to match. You’ll be the first dedicated Customer Engineer at Rally, defining what great technical consulting looks like as we scale. Our largest Enterprise customers are deploying Rally alongside complex API integrations, SSO setups, and custom workflows. They need a senior technical partner who can meet their engineers and IT teams where they are. At the same time, our pre-sales pipeline needs technical credibility to close. You’ll own both — and as Rally’s agents roll out, you’ll be the person helping customers unlock them. What you’ll do - Own technical onboarding and implementation for our largest Enterprise accounts, both as part of paid Professional Services packages and ad-hoc — managing API integrations, SSO configuration, custom workflows, and email deliverability from start to finish. - Serve as the primary technical expert on the CX team — answering customer and internal questions across APIs, integrations, AI capabilities, and platform architecture without needing to escalate to Engineering. - Partner with our Sales team in pre-sales conversations to provide technical credibility, scope custom implementations, and help close Enterprise deals. - Build and ship lightweight internal CX tooling — using Retool, custom integrations, automations, and AI — that helps our team deliver faster and more consistently for customers. - Surface product gaps and integration opportunities discovered through customer conversations directly to the product team, acting as a high-signal feedback channel. - Help define the playbook for this function — building processes, documentation, and standards for technical consulting and solutions engineering at Rally from the ground up. What you’ll bring - Customer Consulting: you've led Enterprise engagements independently — translating complex technical problems into clear requirements, breaking them into achievable solutions, and communicating those solutions credibly to business and technical stakeholders alike. - Hands-on technical depth: you’ve built integrations with APIs, understand integration architecture (SSO, Snowflake, custom workflows), and know how to find a path forward when documentation runs out. - AI-native by default: you use Cursor, Claude, and agents as core parts of how you build and troubleshoot — not occasionally, but every day. You can help customers think through AI integration and speak to it credibly. - Builder and self-starter: you’ve shipped lightweight internal tooling (Retool, custom integrations, automations) and operate effectively in ambiguous environments without a fully defined playbook. - B2B SaaS background: prior experience as an Implementation Engineer, Solutions Engineer/Consultant, or Technical Account Manager at a Series A–C company, ideally with API-first or data integration products. Nice to have - CRM experience (Salesforce, HubSpot, Attio, etc.) - Experience at data integration or API-first SaaS companies (Segment, Census, Fivetran, Hightouch, etc.) If you’re excited about Rally and this role but don’t meet every requirement, we’d still encourage you to apply! We’re interested in what you can do, not just what you’ve done. How we work Remote-first: Work from anywhere in the US, with core collaboration hours that overlap across US time zones. In-person connection: We bring people together for periodic team and company onsites to build relationships, do deep-dive strategy work, and celebrate wins. High ownership: You’ll have real responsibility from day one and a lot of trust to figure out the best way to get to outcomes. Customer-driven: We talk to users constantly and use those insights to drive decisions across Product, Design, Engineering, and Go-To