Compliance & FinTech Solutions Strategist (Pre-Sales)

Cloud Software Group; Greater London; On-site; GBP 90,000 - 130,000; Full time

Job summary

Cloud Software Group is seeking an Account Technology Strategist to partner with customers, translating regulatory challenges into technology solutions and leading demonstrations that deliver measurable compliance value.

You will engage Compliance, Legal, Risk, and IT teams across the Americas and international markets, guiding trials and POCs to drive net-new ARR growth. A strong background in enterprise SaaS, FinTech, and RegTech is required.

Qualifications

• 8+ years in enterprise SaaS, FinTech, RegTech, compliance technology, financial services technology, Sales Engineering, Solutions Consulting, or a comparable customer-facing technical role.
• Demonstrated experience in Compliance, FinTech, and/or RegTech is required, with a strong understanding of regulatory and technology challenges.
• Practical knowledge of regulatory compliance, communications compliance/surveillance, information governance, eDiscovery, archiving, investigations, or data governance.
• Strong understanding of financial-services compliance use cases, including capture, retention, supervision, surveillance, discovery, and investigation of electronic communications.
• Experience engaging with stakeholders across Compliance, Legal, Risk, Information Governance, IT, Security, and business functions, translating requirements into technology solutions.

Responsibilities

• Support Net New customer acquisition across the Americas and International markets, partnering closely with Sales and Solutions Architects throughout the opportunity lifecycle.
• Bring strong Compliance, FinTech, and RegTech domain expertise into customer conversations, helping prospects connect regulatory and business challenges to technology solutions.
• Conduct discovery with Compliance, Legal, Risk, Surveillance, Information Governance, and Technology stakeholders to understand requirements and outcomes.
• Translate customer requirements into Arctera use cases and solution narratives that demonstrate measurable business and compliance value.
• Deliver tailored product demonstrations that address specific customer workflows, regulatory requirements, and outcomes.
• Design, configure, and execute trials and POCs with defined objectives and outcomes to advance opportunities toward closure.
• Serve as a subject-matter expert for use cases involving communications compliance and surveillance, archiving, eDiscovery, investigations, information governance and related compliance workflows.
• Collaborate with Solutions Architect on complex opportunities, providing deep domain and product expertise.
• Identify and address objections that could delay progress, support competitive opportunities, and assist with RFP/RFI responses.
• Engage with prospects from practitioners to senior stakeholders including Compliance Officers, Heads of Surveillance, Legal, Risk, CIO/CTO, and technology teams.
• Maintain strong knowledge of evolving financial-services regulations, compliance practices, FinTech/RegTech trends, and AI applications in compliance.
• Develop reusable demo scenarios, industry use cases, POC frameworks, technical content, and enablement materials.

Job description

Cloud Software Group is seeking an Account Technology Strategist to partner with customers, translating regulatory challenges into technology solutions and leading demonstrations that deliver measurable compliance value.

You will engage Compliance, Legal, Risk, and IT teams across the Americas and international markets, guiding trials and POCs to drive net-new ARR growth. A strong background in enterprise SaaS, FinTech, and RegTech is required.