Pre-Sales Engineer — Fintech ERP & Payments Solutions

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

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.