Sales Engineer – Pre-Sales, Solutions
CENTRL Inc
full-time
Posted on:
Location Type: Remote
Location: California • United States
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About the role
- 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
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SaaS configurationdata modelingsolution designintegrationtechnical validationPOC executionworkflow configurationclient trainingdiscoverydemo presentation
Soft skills
communicationpresentationstakeholder managementtechnical explanationcollaborationproblem-solvingclient engagementworkshop facilitationadaptabilityinterpersonal skills
Certifications
Bachelor’s degree in Computer ScienceBachelor’s degree in EngineeringBachelor’s degree in Information Systems