Sales Engineer

Shield

. Serve as technical lead on enterprise accounts from discovery through solution design, evaluation and hand-off to Professional Services and Customer Success .

Posted 10/4/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $145,000 - $160,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in technical leadership for enterprise accounts, focusing on compliance requirements and solution design. Proficient in managing customer relationships and delivering technical presentations while leveraging SaaS infrastructure and cloud technologies.

Highest-signal resume keywords

Technical LeadershipCustomer-Facing Solutions RoleSaaS Infrastructure ExpertiseCompliance and Surveillance KnowledgeStrong Presentation Abilities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Technical DiscoverySolution DesignData IntegrationAPIsCloud TechnologiesCompliance RequirementsRFP ResponsesPOC DesignSecurity PosturePricing Assumptions

Soft Skills

Strong Written CommunicationVerbal CommunicationExpectation ManagementIndependent WorkTeam Knowledge Sharing

Tools & Technologies

Messaging PlatformsCollaboration PlatformsNetworking InfrastructureIdentity InfrastructureSurveillance Tools

Industry Keywords

Financial InstitutionsRegulated IndustryComplianceCommunications SurveillanceArchiving

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Serve as technical lead on enterprise accounts from discovery through solution design, evaluation and hand-off to Professional Services and Customer Success
Partner with Account Executives to map Shield capabilities to prospects’ compliance requirements, communication landscape and surveillance priorities
Lead technical discovery, client workshops, and remote and in-person product demonstrations
Own technical scoping covering data sources, capture and archiving requirements, integrations, deployment model, security posture and pricing assumptions
Own responses to RFPs, RFIs and information security questionnaires with Product, Security and Legal
Design and run POCs and solution validation exercises
Build technical credibility with Compliance, Surveillance, IT, InfoSec and Sourcing stakeholders
Provide field feedback to Product Management, Solution Management and Marketing
Prepare for, attend and present at industry trade events and webinars
Share knowledge with the wider team and raise the bar

Requirements

What you’ll need

5+ years in a hands-on technical field
3+ years in a customer-facing presales, consulting or solutions role
Experience selling into or working with financial institutions valued
Experience in compliance, communications surveillance, archiving or a related regulated industry is a strong plus
Knowledge of messaging and collaboration platforms and related networking, security and identity infrastructure
Strong background in SaaS infrastructure and cloud technologies, including APIs, data ingestion and integration patterns
Ability to connect technical choices to business outcomes
Strong written, verbal and presentation abilities
Ability to manage customers and expectations, work independently and deliver without micromanagement
Willingness and ability to travel up to 30% of the time
Position based in New York

Benefits

Comp & perks

Variable compensation
Equity
Remote/hybrid work arrangement
Travel opportunities up to 30% of the time