Senior Sales Engineer, Financials

What You'll Do

• Own the solution side of the sales process across the full cycle, from qualification through close and expansion
• Build and deliver tailored demos and proof-of-concept engagements that make the value concrete
• Lead discovery workshops to surface real requirements; translate them into solution designs and WorkFusion business cases
• Operate across multiple AEs and strategic accounts without losing depth or precision
• Collaborate with Product and Engineering to design new demos that solve real industry problems and align with our delivery approach
• Bring field insight back into the organization proactively and consistently
• Mentor other members of the solutions consulting team; share what you've learned from the field, from product updates, from what worked and what didn't
• Partner with Marketing on industry events, analyst briefings, and webinars; serve as the voice of the customer on solutions-related materials
• Define and influence go-to-market strategy for strategic partnerships; educate partner sales and solutions teams so they can carry the message independently
• Stay current on industry trends, regulatory shifts, and competitive dynamics and apply that context directly in deals
• Maintain deep platform knowledge through direct collaboration with product owners, engineering, and industry consultants

What You'll Bring To The Team

• 5+ years in a pre-sales, consulting, or technical account management role, ideally in B2B SaaS
• Demonstrated fluency with LLMs as working tools
• Practical understanding of intelligent automation, RPA, machine learning, or adjacent technologies, including the ability to clearly articulate technical architecture
• Excellent communicator across formats (i.e., discovery conversations, executive presentations, written proposals, and live demos) with the ability to adjust depth and register by audience
• Proactive by default. You identify what needs to happen and move without waiting for direction
• Track record of working effectively across Sales, Product, and Engineering without needing a formal process to hold it together
• Strong plus: experience selling to or supporting banking and financial services institutions, with familiarity in compliance, screening, KYC or AML workflows
• Bachelor’s Degree in Computer Science or Engineering preferred
• Travel up to 25%