Join customer sales calls as a trusted FinServ expert, speaking confidently to industry challenges, regulatory considerations, and technical tradeoffs
Partner with Sales to build credibility early by demonstrating deep understanding of financial services and fintech environments
Help qualify opportunities, shape deal strategy, and support estimates and Statements of Work (SOWs)
Lead solution shaping and technical roadmapping during pre-sales and early engagement phases
Translate customer business needs into scalable, compliant technical approaches
Advise on architecture decisions with awareness of regulatory, security, and compliance constraints common in FinServ
Provide light delivery oversight on new engagements to ensure solutions align with what was sold
Support early phases of delivery to de-risk projects and ensure strong handoffs to delivery teams
Occasionally bill limited time during early customer engagement phases
Author or contribute to thought leadership, case studies, and FinServ-focused content
Help document patterns, best practices, and success stories from existing accounts
Serve as a subject-matter resource internally for FinServ and compliance-related topics

Requirements

Significant experience in Financial Services and/or FinTech (banking, payments, lending, insurance, wealth management, etc.)
Ability to confidently “speak the lingo” with senior customer stakeholders
Strong background or working knowledge of financial services compliance (regulatory, security, risk, governance)
Ability to earn trust quickly with both customers and sales teams
Strong written communication skills for documentation, thought leadership, and solution narratives
Strong technical acumen with the ability to collaborate deeply with engineers and architect
Nice to Have: Cloud, platform, or systems experience relevant to modern FinServ environments
Azure, AWS, or GCP experience and/or certifications
Background as a Solutions Architect, Sales Engineer, or Technical Program Leader in a FinServ environment

Benefits

Medical, dental, vision & prescription benefits starting day 1!
Company paid short-term/long-term disability, AD&D and life insurance
We contribute 3% of your base salary to a 401k (regardless of your contribution)
5 weeks Paid Time Off + 11 Company Holiday
A transparent pay structure with a clear path to promotion

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial services compliancetechnical roadmappingarchitecture decisionssolution shapingrisk managementgovernancecloud experienceplatform experiencesystems experiencetechnical acumen

Soft Skills

communication skillstrust buildingcollaborationleadershipdocumentationcustomer engagementproblem-solvingadaptabilityinfluencingthought leadership