Pre-Sales Engineer

Pre-Sales Engineer

San Francisco, California, United States; Santa Cruz, California, United States

At Paystand, we're trailblazers in decentralized finance (DeFi), transforming how businesses manage their finances. With thriving hubs in Santa Cruz, San Francisco, Austin, Minneapolis, Mexico City, Hermosillo, and Guadalajara, we're leading a global revolution in financial systems. Recognized on the Inc. 5000 list for five consecutive years, we're among the fastest-growing companies reshaping the future of finance.

Our Expanding Ecosystem: Paystand isn't just a company—it's a growing global network. With the strategic acquisitions of Teampay, a leader in spend management, and Yaydoo, a top AR and AP platform in Latin America, we're building an expansive ecosystem designed to revolutionize financial operations and fuel business growth worldwide.

Why Paystand?

By harnessing the power of blockchain technology, we digitize receivables, automate financial processes, reduce time-to-cash, lower transaction costs, and unlock new revenue streams for businesses.

We're driven by a mission to revolutionize digital payments and decentralize finance, creating a more open, inclusive, and transparent financial ecosystem, starting with B2B payments.

As change-makers in the DeFi movement, we don't just follow trends—we set them. If you're passionate about shaping the future of fintech and eager to redefine what financial technology should look like, Paystand is the place where you can make a significant impact.

Role At A Glance

As a Pre-Sales Engineer at Paystand, you'll play a critical role in our revenue engine, acting as the technical expert and trusted advisor throughout the sales cycle. You'll partner with Account Executives to deliver customized demos, navigate complex technical requirements, and architect solutions that integrate seamlessly with customers' finance and ERP environments.

Your deep understanding of midmarket ERP systems, ideally NetSuite, and accounting workflows will help you translate technical complexity into clear, compelling business value for finance leaders. This role is ideal for someone who thrives in fast-paced, cross-functional environments and enjoys influencing both pre-sales strategy and post-sale customer success.

What You'll Do

Technical Sales Partnership: Collaborate closely with Account Executives to guide prospects through technical discovery, product demonstrations, and solution design. Demo Leadership: Deliver tailored, engaging product demos to finance decision-makers, including Controllers, CFOs, and Accounting teams. Workflow Mapping: Understand and document customer workflows across Accounts Receivable, payment processing, and ERP systems; align those workflows with Paystand's capabilities. Solution Architecture: Scope and define customer solutions, including custom workflows, integrations, and product configurations. Statements of Work: Translate solution designs into accurate, high-quality SOWs for implementation and handoff. Cross-Functional Collaboration: Partner with Product and Implementation teams to de-risk deals and ensure smooth post-sale transitions. Field Feedback: Share market and customer insights with Product and Engineering teams to inform roadmap planning. Pilot Ownership: Lead proof-of-concept or pilot engagements when needed to validate Paystand's value in complex use cases. Sales Enablement: Train and coach the sales team on ERP-related product features, value messaging, and best practices in finance transformation.

Qualifications

Required

3+ years in a Sales Engineer, Solutions Consultant, ERP Consultant, or similar role Deep knowledge of midmarket ERP systems, ideally NetSuite Background in finance or accounting; CPA, CMA, or accounting degree strongly preferred Excellent verbal and written communication, with the ability to explain technical concepts to finance and non-technical audiences Proven ability to deliver compelling product demonstrations and map workflows in real time Experience in B2B SaaS, preferably fintech, payments, or AR automation

Nice to Have

Hands-on AI knowledge and experience using automation to scale your work Familiarity with the broader midmarket ERP landscape, such as Sage Intacct, Acumatica, Microsoft Dynamics, Rillet, or Campfire Experience with payment workflows, API integrations, or platform-based sales Strong storytelling and persuasion skills during sales presentations

Why Paystand?

We're on a mission to reinvent commercial finance by bringing B2B payments into the digital age. Join a team that's passionate about product innovation, customer success, and replacing outdated financial infrastructure. Work with forward-thinking finance teams that are modernizing how money moves across the business.

Compensation and Benefits

Total On Target Earnings: $100,000 - $145,000 per year comprised of (base salary + bonus) based on skill level, experience and residence Generous PTO and sick leave, because we believe in balance 401(k) retirement plan with employer matching Comprehensive health, dental, and vision insurance plans Free snacks and paid lunches in the office Stock options so you can own a piece of our success Best-in-class tools and equipment to help you thrive Strong growth opportunities as we continue to rapidly expand

If you're passionate about driving change in the FinTech landscape and being part of a company that is shaping the future of digital payments, we invite you to explore opportunities with Paystand.

We understand that no candidate is perfectly qualified for any job. Experience manifests in diverse ways, skills are transferable, and passion is a powerful driver. Your journey and skills are unique, and we value the richness that diverse perspectives bring to our team.

More than a resume, we prioritize a genuine commitment, impactful contributions, and the ability to thrive in our dynamic, collaborative environment. We are enthusiastic about providing you with opportunities to learn and grow within this role. If your experience aligns closely with what we're seeking, we encourage you to apply.

We celebrate the belief that diversity in backgrounds and thoughts fuels better problem-solving and fosters more creative thinking. Our commitment to adding new perspectives to the team reflects our dedication to innovation and inclusivity.

Your journey is important to us, and we look forward to the possibility of welcoming you to our team at Paystand. Feel free to reach out; we can't wait to hear from you.

Most of our roles are onsite. Positions that are eligible for remote or hybrid work arrangements will be clearly indicated in the job posting.

For roles based in Mexico, only resumes submitted in English will be considered.