Sales Engineer

Careerscape is recruiting on behalf of our client, a growing financial services technology provider, for a Sales Engineer to join their remote go-to-market team. In this role you will serve as the technical backbone of the sales process, partnering with account executives to demonstrate how the platform solves real problems for banks, credit unions, and other financial institutions. This is an opportunity to work at the intersection of finance and technology with a company that is scaling fast and values technical credibility in the sales room.

Day to day, you will move between live product demos, proof-of-concept builds, and technical deep dives with prospects' IT and compliance teams, translating dense product capability into clear business outcomes. The right person thrives on variety, enjoys explaining complex systems in plain language, and is energized by being the trusted technical voice that helps close deals rather than just supports them. If you like solving problems in real time in front of a client and want ownership over how a product gets positioned technically, this role offers plenty of both.

Responsibilities

• Partner with account executives to deliver technical product demonstrations to prospective clients
• Translate complex financial software capabilities into clear business value for stakeholders
• Design and present tailored proof-of-concept solutions during the sales cycle
• Respond to RFPs and RFIs with detailed technical documentation
• Collaborate with product and engineering teams to relay client feedback and feature requests
• Configure and demo API integrations with client financial systems
• Build trusted relationships with prospects' IT, security, and compliance teams
• Maintain deep product knowledge across the platform's security and compliance features
• Support onboarding and technical training for new clients after the sale closes
• Track and report on technical win and loss factors to help refine the sales process

Requirements

• 5+ years of experience in a sales engineering or solutions consulting role, ideally within financial services or fintech
• Strong understanding of APIs, data security, and system integrations
• Proven ability to present technical concepts clearly to non-technical audiences
• Experience responding to RFPs and RFIs and managing technical sales cycles
• Familiarity with CRM tools such as Salesforce
• Bachelor's degree in a technical, business, or related field, or equivalent experience
• Excellent verbal and written communication skills
• Comfort working in a fast-paced, remote, client-facing environment
• Knowledge of financial compliance standards such as SOC 2 or PCI DSS is a plus

Benefits

• Comprehensive medical, dental, and vision insurance
• 401k with company match
• Generous paid time off and paid holidays
• Fully remote work with flexible scheduling
• Home office stipend and equipment allowance
• Professional development and certification reimbursement
• Employer-paid life and disability insurance
• Wellness program and mental health resources
• Collaborative, high-performing remote team culture

Job Type: Full-Time | Work Type: Remote | Industry: Accounting & Finance | Experience: Mid-Senior