FiscalNote

Sales Engineer

FiscalNote

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • Lead technical discovery sessions to uncover customer requirements, integration needs, and success criteria.
  • Deliver tailored, story-driven product demonstrations that connect platform capabilities to real business outcomes.
  • Build and maintain proof-of-concept environments and custom demo sandboxes for strategic opportunities.
  • Respond to RFPs, RFIs, and security questionnaires with accuracy and appropriate depth.
  • Document technical requirements and commitments made during the sales process to ensure a smooth handoff to Customer Success.
  • Partner with Product and Engineering to relay field insights and contribute to roadmap prioritization.
  • Develop reusable technical collateral, competitive battle cards, and demo assets to support the broader SE team.
  • Collaborate cross-functionally with Sales, Marketing, and Customer Success to align on messaging and strategy.
  • Maintain up-to-date deal documentation and activity logging in Salesforce or the relevant CRM.

Requirements

  • 3–5 years of pre-sales or solutions engineering experience in a SaaS setting
  • Ability to manage multiple active evaluations simultaneously while maintaining quality and follow-through
  • Strong command of cloud software architecture, REST APIs, and modern integration patterns
  • Excellent presentation and written communication skills, with the ability to adapt to both technical and executive audiences
  • Proficiency with Salesforce or a comparable CRM platform
  • Hands-on experience with scripting or coding (Python or JavaScript) to build lightweight demos or integrations (preferred)
  • Domain expertise in a specific vertical such as FinTech, HealthTech, or Enterprise SaaS (preferred)
  • Familiarity with security and compliance frameworks including SOC 2, GDPR, or HIPAA (preferred)
  • Professional certification in a relevant technical or sales methodology (e.g., AWS, Salesforce, MEDDIC) (preferred)
Benefits
  • Competitive salaries
  • Retirement accounts
  • Equity packages
  • Comprehensive benefits packages
  • Flexibility to promote well-being and balance
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
cloud software architectureREST APIsscriptingPythonJavaScriptintegration patternstechnical documentationproof-of-concept developmentdemo asset creationRFP response
Soft Skills
presentation skillswritten communicationadaptabilitycollaborationorganizational skillscustomer requirements analysiscross-functional teamworkquality managementtime managementinsight relay
Certifications
AWSSalesforceMEDDICtechnical sales methodologyrelevant technical certification