Solutions Engineer (Pre-sales)
About the role
PortX is a leading AI-powered data and integration company for modern banking, bringing systems together and data to life through our unified platform for modern integration, governed customer 360 data, and next-generation payments. We're in strong growth mode, seeking a highly motivated Solutions Engineer to partner closely with sales and support customers throughout the sales cycle. This is an ideal opportunity for someone with a strong technical background, excellent communication skills, and experience in integration technologies who enjoys combining solution design, customer engagement, and strategic sales support.
This is a chance to join a fast-growing company at the forefront of AI-powered banking integration and data innovation. You will work in a collaborative, high-impact environment where your technical expertise and customer-facing skills directly influence business growth and customer success. At this stage, ownership isn't a talking point—it's the job. You'll drive your space end to end, which means your time and availability flex with what the work actually needs, not a fixed clock.
Responsibilities
- Partner with Account Executives on account planning and opportunity strategy
- Drive solution selling throughout the sales cycle
- Gather and analyze customer integration requirements and business use cases
- Scope and design technical solutions that integrate with core banking systems and fintech applications compatible with existing infrastructure
- Prepare and present solution proposals and technical recommendations
- Package and deliver product, platform, and solution demonstrations
- Build credibility as a trusted advisor to prospects and customers
- Collaborate with the Customer Experience team to ensure effective knowledge transfer during handoff from sales to delivery
- Willingness to travel for onsite customer meetings (10-20%)
Requirements
- Strong technical background, including leveraging AI tools in your work
- Experience designing and supporting integration solutions
- Strong understanding of APIs, services, and modern integration patterns
- Ability to create and present technical solution designs clearly and effectively
- Excellent written and verbal communication skills, with the ability to articulate technical concepts to both technical and non-technical audiences
- Comfortable leading white-boarding sessions and engaging directly with customers
- US Citizenship required—No Visa Sponsorship available
- English Language Proficiency—B2 required
Skills
- Strong problem-solving skills, with the ability to perform high-level discovery and translate complex requirements into practical solutions and demos
- Self-motivated and able to work effectively in a remote environment
- Highly organized, with strong prioritization and time management skills
- Flexible and responsive, with the ability to adapt to changing priorities and tight deadlines
- Confident, customer-facing presence with the ability to build trust and engagement
Benefits
- Competitive compensation
- Equity opportunities at a venture-backed startup
- High Impact Role: Direct and immediate impact on revenue & scaling the business
- Insurance (medical, dental, vision)
- 401(k)
- Unlimited PTO
- Collaborative and highly motivated team culture where your voice is heard
Schedule
US, Remote role—Eastern/Central timezone preferred
PortX Principles
- Do Everything with Purpose
- Challenge the Ordinary
- Check your Ego at the Door