Senior Sales Engineer, Financials

About the role

This role will support revenue growth through customer focus, relationship development, and disciplined commercial execution. You will collaborate with sales, customer, product, and operational partners to identify opportunities, solve problems, and improve outcomes. The position offers the opportunity to strengthen market execution, customer relationships, and measurable business results within a technology-driven environment.

Responsibilities

• Own the solution side of the sales process from qualification to expansion
• Build and deliver tailored demos and proof-of-concept engagements
• Lead discovery workshops to translate requirements into solution designs
• Collaborate with Product and Engineering to create effective demos
• Provide field insights to enhance internal processes
• Mentor solutions consulting team members on lessons learned
• Define go-to-market strategy for strategic partnerships
• Maintain deep platform knowledge through collaboration

Qualifications

• 5+ years in pre-sales, consulting, or technical account management, preferably in B2B SaaS
• Demonstrated fluency with LLMs as working tools
• Practical understanding of intelligent automation, RPA, and machine learning technologies
• Excellent communicator across various formats and audiences
• Proactive and self-motivated, identifying needs without waiting for direction
• Experience working effectively across Sales, Product, and Engineering
• Experience in banking and financial services is a strong plus
• Bachelor's Degree in Computer Science or Engineering preferred

Benefits

• Flexible work arrangements based on business needs
• Opportunities for ongoing professional development
• Access to a culture that supports AI fluency and innovation
• Involvement in high-impact projects across Sales and Product
• Potential for remote work based on team dynamics