Global Treasury Solutions Engineer - Virtual Role

Teciem

Northern (KY)

Hybrid

USD 90,000 - 130,000

Full time

14 days+
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Job summary

Teciem, a leader in treasury and capital markets software, seeks a Global Solutions Engineer for a US-based, virtual role. You will drive early discovery, qualify opportunities, and align client needs with Teciem’s product suite while collaborating with sales, SDRs, and product specialists.

You’ll engage stakeholders across Front Office, Middle Office, Risk, Back Office, Finance, and Technology. Fluent English; Spanish preferred.

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 fintech, 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 RFI/RFP responses using the RFP AI team and approved content, coordinating contributors and reviews for high quality, on-time responses.
  • 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 ensuring confidentiality and accuracy.

Skills

Discovery & qualification
Consultative questioning
Client-facing
Financial services domain
CRM familiarity
AI tools familiarity
Cloud/API knowledge

Education

Bachelor’s degree in finance/economics/business

Tools

Salesforce
Microsoft 365
AI-assisted tools

Job description

Teciem, a leader in treasury and capital markets software, seeks a Global Solutions Engineer for a US-based, virtual role. You will drive early discovery, qualify opportunities, and align client needs with Teciem’s product suite while collaborating with sales, SDRs, and product specialists.

You’ll engage stakeholders across Front Office, Middle Office, Risk, Back Office, Finance, and Technology. Fluent English; Spanish preferred.

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