Solutions Engineer

About the company 🚀

The company is the platform that rewires AR by removing barriers from collecting and reconciling B2B payments, providing end-to-end cash flow clarity and ensuring businesses can manage working capital on their terms.

By closing the loop for finance teams and their business systems, customers, and payment activity into a single intelligent ecosystem, the company transforms money matters into a data-driven advantage. With 10,000 customers and 5M+ companies transacting, the company facilitates 110M+ transactions and processes $300B+ in payments volume annually.

Think you might be the next Veep to join? Read on!!

Are you passionate about bridging the gap between technology and business? As a Solutions Engineer at the company, you will play a pivotal role in showcasing the value of our innovative financial technology solutions to prospective customers. Your mission will be to build trust in our technology, address client challenges, and remove any technical barriers during the sales

process.

This is a unique opportunity to join a leader in the Financial Technology space, specializing in Invoice Presentment, Payments, Accounts Receivable, Collections, and Cash Application. We’re looking for a dynamic individual who thrives in a client-facing role, understands the fintech industry, and can simplify complex technology to drive business value.

What You'll Do

• Engage with customers: Conduct detailed discovery sessions to understand customer

needs, uncover industry challenges, and identify value-added opportunities for their

processes.

• Solution design and demonstration: Build, customize, and showcase innovative

solutions using the company’s application suite and related partner technologies.

• Be a trusted advisor: Partner with customers and prospects to align their business

requirements with the company’s technology capabilities, articulating how our solutions

solve key pain points.

• Support sales cycles: Provide technical expertise during RFIs/RFPs, propose tailored

configurations and integrations, and address objections confidently.

• Stay ahead of the curve: Continuously enhance your knowledge through product, sales,

and technical training. Maintain certifications and leverage your expertise to excel in a

fast-paced, team-oriented sales environment.

• Drive results: Collaborate with management to set and achieve quarterly and annual

goals, contributing to overall business success.

• Collaborate cross-functionally: Work closely with product, sales, and customer success

teams to deliver a seamless customer experience.

• Travel: Occasional travel across the US and Canada to engage with clients and partners,

exhibit at conferences, and build strong relationships.

What We're Looking For

• Education & Experience:

• Bachelor’s degree in Business, Computer Science, Software Engineering, or

equivalent work experience.

• Minimum of 3+ years of experience as a Solution Engineer, Sales Engineer, or

similar consultative role within a Financial Technology company or related field.

• Domain Expertise:

• Strong understanding of Accounts Receivable, Payments, or similar financial

processes.

• Experience with enterprise-level selling and working in customer-facing roles.

• Technical Skills:

• Familiarity with one or more mid-market to enterprise-level accounting

platforms including Oracle NetSuite, Sage Intacct and Microsoft Dynamics 365.

• Knowledge of tools such as JavaScript, REST APIs, HTML5/CSS, and SQL is a plus.

• Understanding of cybersecurity principles is desirable.

• Communication Skills:

• Exceptional oral and written communication skills, with the ability to simplify

complex concepts and present confidently to diverse audiences.

• Collaboration and Adaptability:

• A proven track record of working effectively in cross-functional teams, managing

multiple projects, and delivering under tight deadlines.

• Travel Flexibility:

• Willingness to travel across the US and Canada as required.

#LI-Remote

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.