Senior Sales Engineer (Finance) - Boston
About The Position
The Senior Sales Engineer serves as a key technical contributor within the Go-To-Market team, responsible for aligning product capabilities with client requirements to support both new business and existing account growth. The role plays a critical part in enabling technical credibility across sales cycles, engaging with clients directly, supporting strategic partners, and ensuring smooth technical alignment across all phases of the customer journey. This role operates at the intersection of Sales, Product, and Marketing, contributing to the commercial success of the business through expert technical guidance, strong stakeholder collaboration, and deep product understanding. This is a hybrid role based in Boston and will require regular travel to meet clients
Requirements
- Experience in Sales Engineering or Pre-Sales roles within a B2B SaaS environment.
- Experience working with financial products, financial services clients, or complex financial technology solutions, with an understanding of how enterprise financial systems operate.
- Strong knowledge of APIs, integration methods, enterprise software architecture, and cloud technologies.
- Ability to engage effectively with a range of stakeholders, including partners, enterprise clients, and internal cross-functional teams.
- Proven track record of supporting both net-new sales and existing customer growth.
- Skilled at contributing to technical discovery, delivering engaging demos, and translating business requirements into product-aligned solutions.
Responsibilities
- Act as the technical advisor in strategic sales opportunities, helping Sales teams and partners to clearly demonstrate product value to both new prospects and existing clients.
- Work with Account Managers and Customer Success teams to identify growth opportunities within existing accounts, including expansion, upsell, and cross-sell.
- Support partner-led sales engagements by providing technical expertise, ensuring accurate solution positioning and alignment with product capabilities.
- Participate in technical discovery activities, helping to clarify client requirements, identify product fit, and remove ambiguity in solution scope.
- Deliver tailored product demonstrations aligned to client priorities, industry needs, and commercially viable use cases.
- Collaborate with Product and Engineering to provide structured client and partner feedback into roadmap discussions and feature refinement.
- Contribute to the design and maintenance of scalable demo environments, reusable technical assets, and sales enablement materials.
- Share knowledge and collaborate with peers across the team to support a culture of continuous learning and technical excellence.
- Support sales planning and pipeline strategy discussions, including deal qualification and forecasting.
- Monitor and synthesise competitive intelligence to help refine product positioning and pre-sales strategies.
- Support the creation of light-touch thought leadership content, such as internal whitepapers or speaking points, to reinforce product and technical credibility.
Benefits
- We’ll offer you a competitive salary and commission, as well as the following benefits:
- 401(k) retirement plan with matching
- Competitive vacation and paid time off
- Healthcare benefits – medical insurance, dental insurance and vision plans
- Pre-tax saving accounts
- Life and Disability Insurance
- ShareSave scheme (ability to purchase company shares on preferential terms)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
