Most Advanced Platform for Third Party Risk and Diligence

Sales Engineer – Pre-Sales, Solutions

Sales EngineerSales EngineerFull TimeRemoteTeam 51-200H1B SponsorCompany Site LinkedIn

Location

California

Posted

58 days ago

Salary

Not specified

Bachelor Degree3 yrs expEnglish

Job Description

• Partner with Sales to support the full pre-sales lifecycle, including discovery, demos, and technical validation • Configure, model and lead tailored product demonstrations, aligning solutions to client workflows and requirements • Design and execute pilots and POCs, including configuration, data setup, and success criteria definition • Conduct client trainings and workshops during evaluations and early implementations • Translate customer requirements into solution designs, configurations, and integrations • Act as the technical liaison between Sales, Product, and Engineering to address client questions and feedback • Support RFPs/RFIs with product, technical, and security-related inputs

Job Requirements

Bachelor’s degree in Computer Science, Engineering, Information Systems, or a related technical field
3–7+ years of experience in Sales Engineering, Solutions Consulting, or Pre-Sales for B2B SaaS
Experience working with enterprise clients in financial services, asset management, banking, or risk/compliance platforms preferred
Strong ability to explain complex technical concepts to non-technical stakeholders
Hands-on experience configuring SaaS platforms, workflows, data models, or integrations
Excellent presentation, communication, and stakeholder management skills
Familiarity with due diligence, risk, compliance, or investment research workflows