SMB Solutions Engineer, Client Management

Asana Client Management (ACM) fixes client delivery friction by centralizing briefs, approvals, and file uploads within a branded client portal powered by the Asana Work Graph. The AMER Solutions Org drives customer acquisition and accelerates revenue growth through a mastery of strategic sales and Asana platform expertise, acting as trusted advisors to bridge the gap between the voice of business and the voice of the customer. The SE role on this team is where the product story becomes real for customers; you'll sit alongside the AEs on the ACM incubation pod, own the technical side of the deal, and show agency leaders exactly how their teams will leverage AI Teammates to optimize workflows. This is a builder role where what you configure in demos and what you hear from customers will directly shape the product and define our future playbook.

This role is based in our Chicago office with an office-centric hybrid schedule. The standard in-office days are Monday, Tuesday, and Thursday. Most Asanas have the option to work from home on Wednesdays. Working from home on Fridays depends on the type of work you do and the teams with which you partner. If you're interviewing for this role, your recruiter will share more about the in-office requirements.

What you’ll achieve

• Own the technical side of the ACM sales cycle: demos, workflow configuration, and solution design for agency and professional services buyers.

• Build vertical-specific demo environments for primary verticals—Advertising & Marketing, Media, Digital Services, Design & Creative, and PR—that let AEs compress time-to-proof on every call.

• Translate customer pain into specific product configurations; show a Head of Delivery exactly how the Notice/Recommend/Approve loop works for their brief intake process, not a generic walkthrough.

• Drive AI Teammate activation post-close; your job doesn't end at the signa