FinTech Compliance Solutions Strategist

Cloud Software Group, LLC; Seattle (WA); On-site; USD 128,000 - 192,000; Full time

Job summary

Cloud Software Group seeks an Account Technology Strategist to partner with customers, translating regulatory and compliance challenges into practical Arctera use cases, and guiding adoption of its solutions from strategy to value realization.

You will lead technical demonstrations, design POCs, support RFP/RFI responses, and collaborate with Account Executives, Solutions Architects, and Partners across the Americas and international markets to grow ARR and influence strategic outcomes for

Qualifications

• 8+ years in enterprise SaaS, FinTech, RegTech or equivalent customer‑facing technical roles.
• Practical knowledge of regulatory compliance, communications compliance/surveillance, information governance, eDiscovery, archiving, investigations, or data governance.
• Strong understanding of financial‑services compliance use cases: capture, retention, supervision, surveillance, discovery, investigations.
• Experience engaging with Compliance, Legal, Risk, Information Governance, IT, Security, and business functions to translate requirements into solutions.
• Proven pre‑sales experience supporting net‑new customer acquisition, including technical discovery, demonstrations, workshops, trials, POCs, evaluations, and RFP/RFI responses.
• Ability to translate regulatory/business challenges into compelling business and technical use cases beyond feature demos.
• Strong understanding of SaaS/cloud technologies, APIs, data sources, identity/security concepts, and enterprise architectures.
• Experience in competitive sales situations, articulating differentiation and handling objections.
• Strong presentation/storytelling skills for technical and senior stakeholders.
• Ability to partner with Account Executives, Solutions Architects, and Partners throughout the sales cycle.
• Experience supporting geographically distributed sales organizations in Americas and International markets.
• Desirable understanding of AI applications to compliance, surveillance, investigations, and risk.
• Ability to manage multiple opportunities in a fast-paced pre-sales environment.

Responsibilities

• Support Net New customer acquisition across the Americas and International markets with Sales and Solutions Architects.
• Bring Compliance, FinTech, and RegTech domain expertise into customer conversations about regulatory challenges and technology solutions.
• Conduct discovery with Compliance, Legal, Risk, Surveillance, and IT stakeholders to understand requirements and outcomes.
• Translate customer requirements into Arctera use cases and solution narratives demonstrating measurable value.
• Deliver tailored product demonstrations addressing workflows, regulatory needs, and business outcomes.
• Design, configure, and execute trials and POCs with defined objectives and success criteria.
• Serve as SME for use cases involving communications compliance, surveillance, archiving, eDiscovery, and investigations.
• Partner with Solutions Architect on complex opportunities, providing deep domain and product expertise.
• Identify and address product, workflow, compliance, and technical objections that affect progression.
• Support competitive opportunities by articulating Arctera capabilities and value.

Skills

Enterprise SaaS

FinTech/RegTech

Pre‑sales

Solution demonstrations

RFP/RFI responses

Regulatory compliance knowledge

Stakeholder management

AI in compliance

Job description

Cloud Software Group seeks an Account Technology Strategist to partner with customers, translating regulatory and compliance challenges into practical Arctera use cases, and guiding adoption of its solutions from strategy to value realization.

You will lead technical demonstrations, design POCs, support RFP/RFI responses, and collaborate with Account Executives, Solutions Architects, and Partners across the Americas and international markets to grow ARR and influence strategic outcomes for