Pre Sales Engineer - Enterprise Engineering : Job Details

Pre Sales Engineer

Enterprise Engineering

Job Location : New York,NY, USA

Posted on : 2025-08-05T07:50:05Z

Job Description :
Pre Sales Engineer Full Time Opportunity 4 days on site New York, NY Role Overview We are looking for a Pre-Sales Engineer to join our rapidly growing SaaS platform company. Reporting to the Chief Revenue Officer, the Pre-Sales Engineer will collaborate and support our sales team as the technical expert in customer presentations and discussions. Further, this role will be the key liaison between the market and the product team to help ensure a market-driven product roadmap. The Pre-Sales Engineer will help develop solutions that meet the needs of our enterprise customers and be involved in launching new products and services leveraging the Platform. You will also respond to requests from customers for information, proposals, and the technical details of the proposed solutions. The ideal candidate will have to balance technical, commercial, and operational challenges. Responsibilities
  • Lead complex technical discussions with customers and prospects to requirements
  • Serve as the primary technical contact for prospects during the sales process
  • Interpreting client background information to tailor the solution presentation to the client's specific environment to effectively demonstrate the value add
  • Conduct demos of products and connectivity to third party applications including Personal Financial Managements products
  • Help to drive ongoing client success and satisfaction on the platform.
  • Respond to and resolve a wide range of customer inquiries from basic education to technical operations.
  • Collaborate across the product, engineering, sales, and client services functions in orchestrating solutions to customer needs.
  • Provide expertise on the Ninth Wave Platform, evangelizing and educating on marketing use cases and their execution.
  • You may be involved in implementation projects with customers
  • Identify and tackle obstacles that arise in implementation
  • Participating in user groups, trade shows, and conferences as required
Required Qualifications
  • Bachelor's Degree and 4 years of experience in a technology solutions or implementation role for a Technical SaaS product servicing Financial Institutions
  • Excellent presentation skills (in-person and remote), ability to own the room with confidence
  • Well-organized, goal oriented, flexible with a willingness to grow professionally
  • Strong analytical skills, adaptable and the ability adjust to atypical issues/opportunities
  • Is comfortable interacting with customers at all levels along with appropriate representatives to analyze, validate, specify, verify, and document business strategy
  • Comfortable working under high levels of accountability and measurable performance
  • Can work efficiently and productively without detailed direction or guidance
  • Has the ability to handle confidential information in a professional manner and capable of exercising good independent judgement
  • Familiarity with financial services data connectivity protocols, e.g., OFX, FDX, BAI2
  • Familiarity with different methods of data sharing in financial services today, i.e., SFTP, push and pull APIs
  • Comfort with technology and general knowledge of NoSQL and SQL databases and scripting languages (e.g., Shell, Bash, JavaScript, Python, Go, Lua, Ruby, etc.)
  • Excellent written and verbal communication skills collaborating with business and technology stakeholders.
  • General knowledge of various digital marketing tools: analytics, attribution, ad serving, DMPs, push, social media.
  • Strong attention to detail and passion for solving problems
  • Complies with the company in-office policy
Apply Now!

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