Partner with Sales to lead technical discovery and solution design for prospective clients.
Configure and deliver tailored demos that highlight Siepe’s platform, workflows, and integrations.
Translate business, operational, and reporting requirements into clear technical scope and documentation.
Identify data sources, integration points, and dependencies across client systems.
Act as the technical liaison between clients, Product, and Implementation teams.
Support pricing, timelines, and feasibility assessments during the sales cycle.
Contribute to RFP responses, due diligence, and complex deal support.
Capture recurring requirements to inform product enhancements and scalable standards.

Requirements

Bachelor’s degree in Computer Science, Engineering, Finance, or a related field.
4+ years of experience in Sales Engineering, Solutions Engineering, or Implementation within FinTech, SaaS, or financial services.
Strong understanding of investment operations, data flows, and front-to-back workflows.
Ability to translate business needs into technical requirements and system designs.
Proficiency with SQL, data mapping, and API-based integrations preferred.
Excellent written and verbal communication skills with both technical and non-technical stakeholders.
Highly organized, detail-oriented, and comfortable managing multiple complex engagements simultaneously.
Must have current and ongoing authorization to work in the country of employment without the need for visa sponsorship, now or in the future.

Benefits

Competitive Compensation Packages, including Annual Performance-Based Bonuses
401(k) Retirement Plan with company match to support your long-term financial goals
Employee Referral Program – earn rewards for helping us grow our talented team
Comprehensive Health, Dental, Vision, and Life Insurance
Flexible plans tailored to support individuals and families
Annual investment in your Learning & Development goals
On-the-job exposure to innovative technologies and financial strategies
Growth opportunities in a collaborative, fast-paced environment that values continuous improvement
Flexible Time Off (FTO)
Flexibility to recharge and maintain work-life balance
Daily meal delivery allowance when working from the office
Monthly Celebrations and Quarterly Offsite Events
Annual Holiday Party to celebrate milestones and build team connection
A vibrant, inclusive office culture that blends fun with purpose

Applicant Tracking System Keywords

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

Hard Skills & Tools

SQLdata mappingAPI-based integrationstechnical documentationsolution designdata integrationreporting requirementsinvestment operationsfront-to-back workflowsSales Engineering

Soft Skills

communication skillsorganizational skillsdetail-orientedability to manage multiple engagementstechnical liaisoncollaborationproblem-solvingclient engagementpresentation skillsadaptability