Pre-Sales Engineer

Cervin; San Francisco (CA); On-site; USD 100,000 - 145,000; Full time

Benefits offered by this job

Generous PTO

401(k) match

Health insurance

Stock options

Office snacks

Job summary

Paystand is seeking a Pre-Sales Engineer to work with Account Executives, delivering compelling demonstrations and mapping ERP workflows. You’ll architect solutions and produce accurate SOWs while coordinating with product and implementation teams to reduce deal risk.

The role emphasizes finance transformation messaging, pilot engagements, and cross-functional collaboration in a fast-paced, fintech-focused environment.

Qualifications

• 3+ years in a Sales Engineer, Solutions Consultant, ERP Consultant, or similar role.
• Deep knowledge of midmarket ERP systems, ideally NetSuite.
• CPA, CMA, or accounting degree strongly preferred.
• Experience in B2B SaaS, fintech, payments, or AR automation.

Responsibilities

• Collaborate with Account Executives to guide prospects through technical discovery, product demonstrations, and solution design.
• Deliver tailored, engaging product demos to finance decision-makers, including Controllers, CFOs, and Accounting teams.
• Understand and document customer workflows across Accounts Receivable, payment processing, and ERP systems.
• Scope and define customer solutions, including custom workflows, integrations, and product configurations.
• Translate solution designs into accurate, high-quality SOWs for implementation and handoff.
• Partner with Product and Implementation teams to de-risk deals and ensure smooth post-sale transitions.
• Share market and customer insights with Product and Engineering to inform roadmap.
• Lead proof-of-concept or pilot engagements to validate Paystand’s value.
• Train and coach the sales team on ERP-related product features and messaging.

Skills

Excellent communication

Sales engineering

Storytelling

Education

CPA

Accounting degree

CMA

Tools

NetSuite

Sage Intacct

Microsoft Dynamics

Job description

Role At A Glance

As a Pre-Sales Engineer at Paystand, you’ll play a critical role in our revenue engine, acting as the technical expert and trusted advisor throughout the sales cycle. You’ll partner with Account Executives to deliver customized demos, navigate complex technical requirements, and architect solutions that integrate seamlessly with customers’ finance and ERP environments.

Your deep understanding of midmarket ERP systems, ideally NetSuite, and accounting workflows will help you translate technical complexity into clear, compelling business value for finance leaders. This role is ideal for someone who thrives in fast-paced, cross-functional environments and enjoys influencing both pre‑sales strategy and post‑sale customer success.

What You'll Do

• Technical Sales Partnership: Collaborate closely with Account Executives to guide prospects through technical discovery, product demonstrations, and solution design.
• Demo Leadership: Deliver tailored, engaging product demos to finance decision‑makers, including Controllers, CFOs, and Accounting teams.
• Workflow Mapping: Understand and document customer workflows across Accounts Receivable, payment processing, and ERP systems; align those workflows with Paystand’s capabilities.
• Solution Architecture: Scope and define customer solutions, including custom workflows, integrations, and product configurations.
• Statements of Work: Translate solution designs into accurate, high‑quality SOWs for implementation and handoff.
• Cross‑Functional Collaboration: Partner with Product and Implementation teams to de‑risk deals and ensure smooth post‑sale transitions.
• Field Feedback: Share market and customer insights with Product and Engineering teams to inform roadmap planning.
• Pilot Ownership: Lead proof‑of‑concept or pilot engagements when needed to validate Paystand’s value in complex use cases.
• Sales Enablement: Train and coach the sales team on ERP‑related product features, value messaging, and best practices in finance transformation.

Required Qualifications

• 3+ years in a Sales Engineer, Solutions Consultant, ERP Consultant, or similar role
• Deep knowledge of midmarket ERP systems, ideally NetSuite
• Background in finance or accounting; CPA, CMA, or accounting degree strongly preferred
• Excellent verbal and written communication, with the ability to explain technical concepts to finance and non‑technical audiences
• Proven ability to deliver compelling product demonstrations and map workflows in real time
• Experience in B2B SaaS, preferably fintech, payments, or AR automation

Nice to Have Qualifications

• Hands‑on AI knowledge and experience using automation to scale your work
• Familiarity with the broader midmarket ERP landscape, such as Sage Intacct, Acumatica, Microsoft Dynamics, Rillet, or Campfire
• Experience with payment workflows, API integrations, or platform‑based sales
• Strong storytelling and persuasion skills during sales presentations

Compensation and Benefits

• Total On Target Earnings: $100,000 - $145,000 per year comprised of base salary + bonus based on skill level, experience and residence
• Generous PTO and sick leave, because we believe in balance
• 401(k) retirement plan with employer matching
• Comprehensive health, dental, and vision insurance plans
• Free snacks and paid lunches in the office
• Stock options so you can own a piece of our success
• Best‑in‑class tools and equipment to help you thrive
• Strong growth opportunities as we continue to rapidly expand

Most of our roles are onsite. Positions that are eligible for remote or hybrid work arrangements will be clearly indicated in the job posting.

For roles based in Mexico, only resumes submitted in English will be considered.