Global Solutions Engineer

TUS TCMI US LLC; United States; Remote; USD 120,000 - 180,000; Full time

Job summary

Teciem designs, builds, and delivers treasury and capital markets software solutions for financial institutions worldwide. The Solution Engineer role is a highly autonomous, client‑facing position within Teciem’s Global Solution Consulting team, focused on uncovering client challenges, qualifying deals, and supporting revenue growth across the Treasury and Capital Markets portfolio.

You will work with AEs, NNN sellers, Account Managers, and SDRs to lead early discovery, identify fit across the

Qualifications

• Bachelor’s degree in finance, economics, business, information systems, computer science, engineering, or equivalent professional experience.
• Typically 3–7 years of relevant experience in financial technology, banking, consulting, implementation, business analysis, customer success, product consulting, sales support, or presales.
• Demonstrated client‑facing experience involving discovery, problem solving, solution definition, opportunity development, or business consulting.
• Experience with Treasury and Capital Markets platforms is advantageous, but deep expertise in every product is not required.
• Fluent English.
• Professional Spanish is strongly preferred; Portuguese is advantageous.
• Willingness and ability to travel across the Americas as required.

Responsibilities

• Lead early client discovery and qualification conversations to understand business challenges, current processes, pain points, impact, stakeholders, priorities, constraints, and desired outcomes.
• Help clients clarify the underlying business problem when the initial request is incomplete or product‑led.
• Partner with Sales and SDRs to identify likely solution fit, shape opportunities, improve qualification, and agree next steps that advance pipeline.
• Contribute client insight, discovery questions, use cases, and value hypotheses to prospecting, account planning, and existing‑client growth activities.
• Assess opportunity quality and recommend whether to advance, reshape, redirect, defer, or qualify out.
• Develop working familiarity with the use cases, value propositions, target markets, buyer personas, and boundaries of Teciem’s Treasury and Capital Markets products.
• Translate client pain points into clear problem statements, initial solution narratives, value propositions, stakeholder maps, and engagement plans.
• Guide less‑experienced sellers on Treasury context and qualification while preserving the seller’s ownership of the commercial relationship and forecast.
• Assist senior GSC consultants with Shape‑Fit and Solution‑Fit activities and progressively own defined client‑facing workstreams.
• Translate discovery into effective demonstration briefs and support presenter preparation, storyline, environment readiness, and client follow‑up.
• Support assigned RFI/RFP responses using the RFP AI team and approved content, coordinating only the contributors and reviews necessary for a high‑quality, on‑time response.
• Maintain accurate, decision‑useful opportunity information in Salesforce and agreed GSC tools.
• Use approved AI tools responsibly to support research, summaries, discovery preparation, and proposal content while maintaining confidentiality, accuracy, source validation, and human review.

Skills

Discovery

Active listening

Consultative questioning

Commercial awareness

Stakeholder management

English fluency

Travel readiness

Education

Bachelor’s degree in finance/economics/business/IS/CS/engineering

Tools

Salesforce

Microsoft 365

Job description

Our Work

Teciem designs, builds, and delivers treasury and capital markets software solutions for financial institutions worldwide. We serve banks of every size and geography, offering the right setup for the right need. Our solutions are designed to replace multiple disconnected systems with one complete, front-to-back platform, helping customers to capture trading and business opportunities quickly, clearly and with control. We cover the entire trading lifecycle, ensuring that everything - from execution to position keeping, to risk management – runs smoothly. With decades of experience and one of the largest, most diverse client bases in the industry, we turn deep industry knowledge into software that covers most asset classes, meets complex real‑world treasury and capital market's needs, and adapts as markets evolve.

Job Description Summary

The Solution Engineer is a highly autonomous, client-facing member of Teciem’s Global Solution Consulting team, focused on uncovering client challenges, identifying solution opportunities, qualifying deals, advancing pipeline, and supporting revenue growth across the Treasury and Capital Markets portfolio. Working with AEs, NNN sellers, Account Managers, and SDRs, the consultant leads early discovery and qualification, develops client-specific value hypotheses, identifies potential fit across Teciem’s product suite, and defines the most appropriate next engagement. The role requires customer curiosity, commercial awareness, consultative communication, and the ability to work independently while engaging product specialists and senior GSC colleagues when deeper expertise is required. This is a development role with a clear path to Senior Solution Consultant and future primary-product allocation. Broad portfolio familiarity is expected initially; deep product expertise is developed over time. RFP, demo, and follow‑up coordination remain supporting responsibilities rather than the primary purpose of the role.

Job Description

What will you contribute? You will help Teciem create and progress opportunities by understanding the client’s business, identifying meaningful problems, connecting those problems to relevant capabilities, and building confidence in the proposed next step. You will work directly with client and prospect stakeholders across Treasury, Front Office, Middle Office/Risk, Back Office/Operations, Finance, and Technology, while partnering closely with Sales and the wider Teciem organization.

Key Responsibilities

• Lead early client discovery and qualification conversations to understand business challenges, current processes, pain points, impact, stakeholders, priorities, constraints, and desired outcomes.
• Help clients clarify the underlying business problem when the initial request is incomplete or product‑led.
• Partner with Sales and SDRs to identify likely solution fit, shape opportunities, improve qualification, and agree next steps that advance pipeline.
• Contribute client insight, discovery questions, use cases, and value hypotheses to prospecting, account planning, and existing‑client growth activities.
• Assess opportunity quality and recommend whether to advance, reshape, redirect, defer, or qualify out.
• Develop working familiarity with the use cases, value propositions, target markets, buyer personas, and boundaries of Teciem’s Treasury and Capital Markets products.
• Translate client pain points into clear problem statements, initial solution narratives, value propositions, stakeholder maps, and engagement plans.
• Guide less‑experienced sellers on Treasury context and qualification while preserving the seller’s ownership of the commercial relationship and forecast.
• Assist senior GSC consultants with Shape‑Fit and Solution‑Fit activities and progressively own defined client‑facing workstreams.
• Translate discovery into effective demonstration briefs and support presenter preparation, storyline, environment readiness, and client follow‑up.
• Support assigned RFI/RFP responses using the RFP AI team and approved content, coordinating only the contributors and reviews necessary for a high‑quality, on‑time response.
• Maintain accurate, decision‑useful opportunity information in Salesforce and agreed GSC tools.
• Use approved AI tools responsibly to support research, summaries, discovery preparation, and proposal content while maintaining confidentiality, accuracy, source validation, and human review.

Knowledge and Skills

• Strong discovery, active listening, consultative questioning, synthesis, and business‑problem definition skills.
• Commercial curiosity and the ability to identify value, urgency, stakeholder needs, decision criteria, and opportunity potential.
• Working knowledge of financial institutions, Treasury, Capital Markets, risk, operations, payments, lending, or related banking processes.
• Ability to discuss workflows across Front Office, Middle Office/Risk, Back Office/Operations, Finance/Accounting, and Technology.
• Clear, concise, confident communication with clients, sellers, specialists, and senior stakeholders.
• Ability to articulate solution fit and business outcomes without relying on feature‑led presentations.
• Autonomy, sound judgment, accountability for next steps, and the ability to involve the right specialist at the right time.
• Collaborative seller partnership without taking over the commercial opportunity.
• Comfort with enterprise software, Salesforce or comparable CRM, Microsoft 365, presentations, AI‑assisted tools, and virtual client engagement.
• Ability to discuss cloud, APIs, integrations, data, reporting, security, and managed services at a business and solution‑context level.

Experience and Qualifications

• Bachelor’s degree in finance, economics, business, information systems, computer science, engineering, or a related discipline, or equivalent professional experience.
• Typically 3–7 years of relevant experience in financial technology, banking, consulting, implementation, business analysis, customer success, product consulting, sales support, or presales.
• Demonstrated client‑facing experience involving discovery, problem solving, solution definition, opportunity development, or business consulting.
• Experience with Treasury and Capital Markets platforms is advantageous, but deep expertise in every product is not required.
• Fluent English.
• Professional Spanish is strongly preferred; Portuguese is advantageous.
• Willingness and ability to travel across the Americas as required.

Development Opportunity

The successful candidate will build broad cross‑portfolio knowledge, become independently effective in early discovery and opportunity advancement, and progressively own more complex client‑facing solution work. Based on demonstrated capability and business demand, the consultant will develop expertise in an agreed primary product and progress toward Senior Solution Consultant.

Diverse Minds, Shared Ambition

At Teciem, we believe that our strength comes from the diversity of our people. Different perspectives, backgrounds, and experiences fuel our innovation and help us build solutions that truly make a difference in the world of financial technology. We’re committed to creating a workplace where everyone feels respected, heard, and empowered to grow. Here, you can bring your whole self to work, contribute your unique ideas, and be part of a team driven by shared ambition. We welcome talent from all walks of life and encourage applications from individuals of all genders, races, ages, abilities, identities, and beliefs. Together, we’re shaping a culture where diversity isn’t just celebrated — it’s essential to our success.

Purpose – Why we exist

We empower financial institutions to build resilient and future‑ready economies, worldwide.

Vision – What the future holds

To lead innovation in treasury and capital markets technology, building on the solid foundations of our mission -critical and industry - defining solutions.

Mission – How we get there

We place our clients' success and ambitions at our core, continuously evolving and innovating our solutions to deliver outstanding business value and real economic impact. You help us simplify Treasury and capital markets can be intricate, but you play a key role in making them easier to navigate. Your ideas and expertise help us transform complicated processes into intuitive, streamlined solutions used by financial institutions worldwide. Every improvement you make creates clarity, efficiency, and real‑world impact for our clients. You shape the future with AI, every day AI isn’t a buzzword here — it’s embedded in how we build, innovate, and deliver. Whether you’re working on smarter automation, data‑driven insights, or enhanced user experiences, your contribution fuels the next generation of intelligent financial technology. You’ll be part of a team that uses AI to make our products faster, sharper, and more meaningful for the industry. You grow through collaboration. We believe the best outcomes happen when great minds come together. You’ll work alongside talented colleagues across engineering, product, design, and client‑facing teams — sharing knowledge, solving problems, and learning constantly. Collaboration isn’t just how we work; it’s how we grow, innovate, and support each other.