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Solutions Engineer

Whatfix

Whatfix

San Jose, CA, USA
Posted on Oct 31, 2025

Who are we?

Whatfix is a leading global B2B SaaS provider and the largest pure-play digital adoption platform (DAP). Whatfix empowers organizations to maximize the ROI of their digital investments by tailoring it for the needs of each unique user.

Spearheading the category with serial innovation and unmatched customer-centricity, Whatfix is the only DAP innovating beyond the category. Their product suite offers three powerful tools: Digital adoption to help users right within any software, no-code Product Analytics to uncover and resolve adoption gaps, and Mirror for application simulation, driving safe, hands-on learning in software replicas.

The company has seven offices across the US, India, UK, Germany, Singapore, and Australia and a presence across 40+ countries.

Customers: 700+ enterprise customers, including 80+ Fortune 500 companies such as Shell, Schneider Electric, and UPS Supply Chain Solutions.

Investors: A total of ~$270 million USD has been raised as yet. Most recently Series E round of $125 Million USD led by Warburg Pincus, with participation from existing investor SoftBank Vision Fund 2. Other investors include Cisco Investments, Eight Roads Ventures (A division of Fidelity Investments), Dragoneer, Peak XV Partners, and Stellaris Venture Partners.

Whatfix’s AI journey has been an exciting one - This story is deeply tied to the story of how technology itself has evolved.

It began with the software era, when enterprise applications first digitized core processes across industries — a $650B opportunity. Then came the cloud and mobile era, a $2.7T wave of transformation that moved businesses from on-prem to SaaS and unlocked anytime, anywhere access. It was in this phase that Whatfix was born — helping enterprises accelerate digital adoption by making software easier to use, easier to learn, and easier to extract value from.

Now we stand at the dawn of the AI era. Unlike past waves, this is not just another technology shift — it is foundational. AI is changing how work gets done, how decisions are made, and what skills are needed. The opportunity has expanded to more than $15 trillion, but it’s not just a software story anymore — it’s a labor story. Roles, workflows, and human-machine interactions are being rewritten in real time. And while AI promises speed and automation, it also introduces fragmentation, complexity, and a new kind of user friction.

This is where Whatfix plays a pivotal role. For over a decade, our DNA has been about empowering people to succeed with technology — not replacing them, but enabling them to thrive within it. We call this philosophy Userization: the belief that technology must adapt to the user, not the other way around. At the heart of this is ScreenSense, our proprietary AI engine, which continuously interprets both the context of what users are doing and the intent behind their actions. By combining these signals, Whatfix delivers real-time guidance, nudges, knowledge, and automation directly in the flow of work.

This intelligence powers our entire product suite. Digital Adoption helps users get productive faster. Product Analytics uncovers friction and closes adoption gaps. Mirror allows employees to train in safe, simulated environments. On top of these, our embedded AI Agents supercharge creation, insights, and user guidance.

Our upcoming AI-first products are already creating a buzz in the market. Seek is an AI-native assistant that powers multiple enterprise use cases. Alongside Salesforce automation with “Seek for Salesforce Agent”, Seek also includes a conversational AI search tool that helps users find information faster in the flow of work. Together, these products reflect Whatfix’s commitment to building enterprise-ready AI teammates that maximize productivity and ROI. It gives users a unified, intelligent way to find answers across systems, apps, and knowledge silos and helps anyone looking to deliver fast and contextual answers.

Our Mirror 2.0 helps teams practice real-world conversations using dynamic, AI-powered personas — whether it's sales, support, or compliance training. It is the world’s only System plus Role simulation with complete assessment to lead Gen AI simulation category.

The innovation that has gone into building these products has gained us 10 patents granted by the US patent office and we are already on our way to get a grant of 20 more patents with 2 specifically for the AI work we have done.

What sets Whatfix apart is our ability to combine breadth and depth. Unlike point solutions that either stay confined to one ecosystem or solve only for onboarding, Whatfix works across web, mobile, desktop, OS, and AI-driven apps — and supports the entire transformation lifecycle from planning to training to continuous improvement.

The velocity of transformation has collapsed. What once took years now happens in quarters. Enterprises can’t afford to rely on outdated change management models and multi-year roadmaps. They need to adapt at the pace of AI. And that is the story of Whatfix: bridging the gap between exponential technological change and human enablement, ensuring that AI becomes not just embedded, but usable, trusted, and outcome-driven for every employee, across every system, in every workflow.

Whatfix’s leadership is consistently recognized across top industry analysts and business rankings:

  • Only DAP to be recognized as a “Leader” across various DAP reports for the past 5+ years by leading analyst firms like Gartner, Forrester, IDC, and Everest Group.

  • With over 45% YoY sustainable annual recurring revenue (ARR) growth, Whatfix is among the “Top 50 Indian Software Companies” as per G2 Best Software Awards.

  • Named a Gartner Customers’ Choice for DAP for the second year in a row (2024 and 2025)—the only vendor in the market to earn this distinction consecutively.

  • We also boast a star rating of 4.6 on G2 Crowd, 4.5 on Gartner Peer Insights, and a super-high CSAT of 99.8%

  • Stevie Award winner in the category (Bronze): Customer Service Department of the Year – Computer Software - 100 or More Employees.

  • Won the 2025 AI

  • Breakthrough Award in the Overall AI-based Analytics Solution of the Year category

  • Winner of the ISG Paragon Innovation Award in partnership with Sophos (customer) for the EMEA region and finalist in the Transformation Award category.

  • RemoteTech Breakthrough Awards winner for “Software Asset Management Solution of the Year”

These recognitions are matched by business performance:

      • Highest-Ranking DAP on 2023 Deloitte Technology Fast 500™ North America for Fourth Consecutive Year

      • Listed on the Financial Times & Statista's High-Growth Companies Asia-Pacific 2025 list.

      • Won the Silver for Stevie's Employer of the Year 2023 – Computer Software category and also recognized as Great Place to Work 2022-2023

      • Only DAP to be among the top 35% companies worldwide in sustainability excellence with EcoVadis Bronze Medal

What will you get to do?

1. Solutioning

  • Configure all features of the Whatfix application, groups and security settings in Whatfix and other EAS systems
  • Leverage your knowledge and expertise across various Applications and Systems to define Blueprint for Whatfix Implementation in newer areas/applications
  • Monitor system performance, data integrity, and user activity to make recommendations on continuous improvements for the Whatfix platform

2. Technical Enablement

  • Ensure Application Analysis and technical reviews are happening at the right time, within SLA
  • Authoring the Technical Specification document of any customisation performed along with the functional details of the business process
  • Strategically Configure, Test, Document, and educate on system design to ensure long term success
  • Pilot processes with the aim to directly influence the overall Product development and improve the way our customers use Whatfix
  • Drive existing and new product feature adoption across Customers
  • Serve as the single point of contact for critical issues, for customer concerns relating to technical issues and coordinate with Professional Services, Engineering, and Product teams
  • Enable the CSMs, Support & Implementation teams from a technical standpoint, to help them meet their SLA requirements (Bugs, Troubleshooting)
  • Ensure the solution is delivered in time with top priority to the quality of delivery

3. Technical Account Management

  • As a part of the Professional Services team, you will work with our Solution Engineer(s), Solution Architect(s), Instructional designer(s), Project Manager and Customers as Technical Owner to strategize on business objectives and implement Whatfix solutions to achieve them
  • Work cross-functionally in collaboration with different departments, including Product, Engineering, Customer Success, Support, and Marketing to address issues, questions and requests
  • Build a relationship with the key customers, by engaging with the key stakeholders and technical leadership, on calls, and in person

What are we looking for?

  • Strong verbal and written communication skills are essential — you’ll be presenting, collaborating, and connecting with customers and internal teams every day
  • Good hands-on knowledge of JavaScript, CSS, and HTML

Perks & Benefits

  • Uncapped incentives + equity plan
  • Mac shop—work with the latest tech
  • Unlimited PTO + paid maternity leave
  • Medical, Dental, Vision: Whatfix covers 80% of premiums
  • HSA: $1,000 individual / $2,000 family
  • Monthly cell phone stipend + daily UberEats lunches
  • Learning & Development benefits, team/company outings
  • Relocation and sponsorship available

We believe the best ideas come from collaboration. Our teams work in-office five days a week to spark innovation, build community, and stay connected. U.S. teams start their days early to stay aligned across time zones, keeping collaboration high and evenings free!

Cultural Principles: Customer First | Empathy | Transparency | Fail Fast & Scale Fast | No Hierarchies | Deep Dive & Innovate | Trust as the Foundation | Do It as You Own It

Whatfix is an Equal Opportunity Employer and E-Verify participant, complying with all EEO and ADA regulations.