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Jeeves

Solutions Engineer

Jeeves

. Lead deep-dive discovery sessions with prospects to uncover business processes, pain points, and goals .

Posted 11/4/2026full-timeMexico City • MexicoMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in translating complex business needs into tailored SaaS solutions, with a strong focus on financial systems and ERP workflows. Proven ability to engage enterprise clients and deliver impactful product demonstrations while collaborating cross-functionally in a fast-paced environment.

Highest-signal resume keywords
Solutions EngineeringSaaS Solution SellingERP Workflow UnderstandingFinancial Systems ExpertiseTechnical Discovery

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills
ERP SystemsFinancial SoftwareAP/AR ProcessesExpense ManagementMonth-End CloseKPI MappingProduct DemonstrationsTechnical Requirements ScopingData Flow EvaluationBusiness Process Mapping
Soft Skills
Clear CommunicationCross-Functional CollaborationClient EngagementStrategic ThinkingProblem Solving
Industry Keywords
SaaSFinancial TechnologyEnterprise AccountsBusiness ValueROIProcess Transformation

Tech Stack

Tools & technologies
ERP

About the role

Key responsibilities & impact
  • Lead deep-dive discovery sessions with prospects to uncover business processes, pain points, and goals
  • Map customer workflows, KPIs, and existing systems, including ERPs and AP/AR systems
  • Translate findings into tailored Jeeves solutions that drive value and business outcomes
  • Deliver customized product demonstrations for CFOs, Controllers, Operations, and Finance teams
  • Highlight business value, ROI, and process transformation
  • Evaluate integration, scalability, and data flow needs with prospects
  • Collaborate with product and engineering teams to represent client requirements
  • Serve as the technical authority during the sales cycle and ensure smooth post-sales handoffs
  • Work with Account Executives on strategy and deal execution
  • Collaborate with Key Account Managers on upsells and cross-sells within enterprise accounts
  • Communicate customer feedback and product insights to internal teams for roadmap decisions
  • Scope pre-sales implementation requirements and ensure feasible, efficient configurations aligned with customer goals

Requirements

What you’ll need
  • 3 years of experience in a Solutions Engineer / Consultant role within a SaaS financial technology or ERP-related company
  • Strong understanding of financial systems and processes, ideally with a finance or accounting background
  • Familiarity with SaaS solution selling, including conducting technical discovery and delivering customized demos
  • Experience engaging with enterprise clients and navigating complex deal cycles
  • Deep understanding of ERP or financial software workflows (AP/AR, expense management, GL structures, month-end close)
  • Ability to translate business needs into product solutions, both technically and strategically
  • Clear and confident communication across technical and non-technical audiences
  • English fluency required
  • Comfortable working cross-functionally in a fast-paced startup environment