Pre-Sales Engineer
Core
Technical expert and trusted advisor partnering with Account Executives to deliver customized demos, navigate technical requirements, and architect solutions integrating with customers' finance and ERP environments.
Role type
Pre-Sales Engineer (Solutions Consultant)
Builds
B2B payment and receivables automation solutions for midmarket businesses
Domain
Fintech / Decentralized Finance (DeFi) / Commercial Finance
Deliverable
product features
Required skills
ERP systems knowledge (NetSuite), finance/accounting workflows, B2B SaaS sales, solution architecture, workflow mapping, SOW creation, cross-functional collaboration, pilot management, sales enablement
Preferred skills
AI/automation knowledge, broader midmarket ERP landscape familiarity (Sage Intacct, Acumatica, Dynamics), payment workflow/API integration experience, storytelling
Technologies
NetSuite, Sage Intacct, Acumatica, Microsoft Dynamics
Responsibilities
Collaborate with Account Executives for technical discovery and solution design; Deliver tailored product demos to finance decision-makers; Map customer workflows across AR, payments, and ERP; Define solution scope including integrations and configurations; Translate designs into Statements of Work; Partner with Product/Implementation for deal de-risking; Lead pilot engagements; Train sales team on ERP features and value messaging
Seniority
Mid-level, hands-on IC