Sales Engineer – Contract

2Oaks Consulting

Sales Engineer acting as tech wingman for software vendor's sales team. Providing technical expertise and facilitating effective client communication while ensuring delivery success.

Posted 7/27/2026contractRemote • North Carolina • 🇺🇸 United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in pre-sales technical engagement, effectively translating complex software solutions into clear business outcomes while engaging with C-suite executives. Possesses a strong foundation in SaaS/cloud technologies and a proven track record in customer-facing technical roles within the Financial Services sector.

Highest-signal resume keywords

10+ Years Experience In Financial ServicesDegree In Computer Science, Engineering, Or Information SystemsStrong Technical Foundation In SaaS/Cloud, APIs, IntegrationsProven Ability To Engage And Present At Executive LevelTrack Record In Pre-Sales Or Solution Engineering

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SaaSCloud ComputingAPIsIntegrationsWorkflowsSolution EngineeringTechnical PresentationsBusiness Outcome TranslationDiagrammingModeling

Soft Skills

Highly ArticulatePersonableConfident CommunicationDetail-OrientedCuriosity

Industry Keywords

Financial ServicesBankingPre-SalesCustomer-Facing RolesTechnical Subject-Matter Expert

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Serve as technical subject-matter-expert in pre-sales conversations: answer client questions about architecture, hosting, workflows, integration, security, etc.
Build and deliver compelling demos tailored to client use cases.
Translate technical capabilities into clear business outcomes and use cases.
Communicate with confidence across all levels of the organisation, from developers to executives with particular focus on C-suite and decision-makers.
Assist in the planning of implementation (Sales handoff) and liaise with delivery teams.
Remain engaged post-sale as a knowledge steward, ensuring promises translate into delivered value.
Travel occasionally to meet clients, attend strategic sessions, and represent the product at conferences.

Requirements

What you’ll need

10+ years of experience in Financial Services (banking strongly preferred).
Degree in Computer Science, Engineering, Information Systems, or a related field (or equivalent proven experience).
Highly articulate, personable, and confident in both one-on-one and group settings.
Proven ability to engage, present, and influence at Executive level.
Exceptional ability to simplify complexity and communicate in plain language.
Strong technical foundation in software (SaaS/cloud, APIs, integrations, workflows).
Skilled in using diagrams and models to conceptualize and explain solutions.
Naturally curious, detail-oriented, and unafraid to ask questions.
Hands-on approach willing to roll up sleeves and get stuck in.
Track record in pre-sales, solution engineering, or customer-facing technical roles.
Must be based in North America (U.S. preferred, ideally South Atlantic region for proximity to Charlotte, NC).
Willingness to travel occasionally.

Benefits

Comp & perks

Attractive pay rates that reflect the seniority and impact of the role.
Assistance and guidance on incorporation setup for independent consultants who need support with business registration.