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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in architecting complex solutions and leading strategic partner engagements, with a strong focus on mentoring and developing technical standards. Proficient in translating technical concepts for diverse audiences and driving scalable engagement models in the financial services sector.
Highest-signal resume keywords
Sales Engineering ExperienceSolution ArchitectureMentoring Solutions EngineersBuilding Scoping FrameworksExcellent Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Solution ArchitectureTechnical Account ManagementEngagement ModelsScoping FrameworksComplex Problem-SolvingDigital Marketplace InfrastructureTechnical Concept TranslationDiscovery and Solution DesignPartner Feedback IntegrationStrategic Opportunity Identification
Soft Skills
Interpersonal SkillsDetail-OrientedStrong JudgmentAdaptability to AmbiguityExcellent Communication
Industry Keywords
Financial InstitutionsEnterprise TechConsulting FirmsPartner SolutionsSalesTechnical ResourcesIndustry ConferencesCommunity BanksCredit UnionsFrontier Use Cases
About the role
Key responsibilities & impact- Own outcomes across complex, strategic partner engagements and frontier ICPs
- Set solution narratives and architectural framing for new verticals
- Partner with Forward-Deployed Engineering on complex demand-side requirements
- Standardize scoping and engagement models for repeatable, scalable SE work
- Travel with Sales and Partner Solutions for high-stakes prospect and partner meetings
- Lead discovery and solution design for strategic opportunities
- Architect and demo technically or commercially complex solutions
- Mentor Solutions Engineers and raise technical and consultative standards
- Create and deploy internal and external best-practice documentation
- Drive partner feedback into the Product roadmap
- Align partners, Sales, Partner Solutions, and Product on solution direction
- Represent the SE function with senior stakeholders and at industry conferences
- Identify expansion and de-risking opportunities across the portfolio
- Accelerate adoption of Digital Marketplace Infrastructure for regional and community banks and credit unions
Requirements
What you’ll need- 8+ years of experience in a sales engineering or technical account management role
- Preferably experience with financial institutions, enterprise tech, or consulting firms
- Track record of owning complex, ambiguous engagements
- Ability to set architectural framing and solution narratives for net-new verticals or frontier use cases
- Experience mentoring or raising the bar for technical/pre-sales professionals
- Ability to travel regularly for in-person partner visits
- Proficiency translating technical concepts for technical and executive audiences
- Track record of building repeatable scoping frameworks, playbooks, or engagement models
- Excellent communication and interpersonal skills
- Strong judgment on when to involve technical resources
- Detail-oriented with strong problem-solving skills
- Comfortable operating with less structure and ambiguity
- Ability to work from one of the company's offices at least three days per week
- Ability to work in the country where the job is located, or address visa sponsorship requirements
Benefits
Comp & perks- Flexible working options
- Time off
- Competitive pay
- Benefits
- Well-being programs
- Career growth support