Sales Engineer

Location: Remote
Compensation: Salary
Staff Reviewed: Wed, Jan 08, 2025
This job expires in: 18 days

Job Summary

A company is looking for a Sales Engineer who is experienced in SaaS and financial services.

Key Responsibilities
  • Serve as a trusted advisor to prospective customers, providing insights on business process transformation
  • Partner with Account Executives to deliver consultative, value-based sales presentations and proposals
  • Collaborate cross-functionally with teams such as Product and Account Management to secure technical approvals and align on integration requirements

Required Qualifications
  • 5+ years of Enterprise pre-sales or equivalent customer-facing experience
  • Experience selling software or cloud-based solutions to banks and financial institutions
  • Familiarity with commercial banking processes, including business account opening and loan origination
  • Proficiency in Microsoft Excel, Google Suite Products, and Salesforce
  • Ability to drive a strong Sales Engineering framework in collaboration with leadership

COMPLETE JOB DESCRIPTION

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