Sales Engineer - FinTech (185F5DE)

Referment; New York (NY); On-site; USD 145,000 - 160,000; Full time

Job summary

Referment is seeking a Sales Engineer to lead the technical side of enterprise sales for its North America team. You will work with Account Executives from discovery through evaluation and delivery handover, engaging Compliance, IT and Security leaders to demonstrate how the platform meets regulatory needs.

You will own the technical direction of deals, anticipate obstacles and help customers make confident decisions, traveling up to 30% as required.

Qualifications

• Five+ years of hands-on technical experience in enterprise settings.
• Three+ years in a customer-facing presales, consulting or solutions role.
• Strong understanding of SaaS and cloud infrastructure, APIs, data ingestion and integration patterns.
• Knowledge of messaging and collaboration platforms, including the networking, security and identity infrastructure supporting them.
• Ability to explain complex technical concepts clearly and connect technical decisions to commercial and regulatory outcomes.
• Strong presentation and written communication skills, with confidence managing customer expectations and competing priorities.
• Willingness to travel up to 30% of the time.
• Experience working with financial institutions would be valuable.

Responsibilities

• Lead technical discovery, solution design and evaluations for enterprise prospects across financial services.
• Deliver tailored demonstrations and workshops built around each customer’s environment and compliance requirements.
• Scope data sources, capture and archiving requirements, integrations, deployment options and security considerations, including pricing assumptions.
• Design and manage proof-of-concept evaluations, agreeing success criteria and presenting clear recommendations.
• Own RFP, RFI and information security questionnaire responses with input from Product, Security and Legal.
• Build credibility with technical and business stakeholders, address objections and maintain momentum.
• Ensure a clear handover to Professional Services and Customer Success.
• Feed customer insights into product development, sales materials and technical playbooks; represent at events and webinars.

Skills

Technical presales

SaaS

Cloud infrastructure

APIs

Data integration

Security awareness

Identity infrastructure

Communication skills

Travel readiness

Job description

Referment is working with a growing global RegTech business to hire a Sales Engineer for its North America sales team. The company helps financial institutions capture, archive and monitor digital communications, enabling compliance teams to identify risk and meet complex regulatory requirements.

Reporting to the SVP of Sales, you will lead the technical side of enterprise sales, working alongside Account Executives from initial discovery through to evaluation and delivery handover. You will engage with Compliance, Surveillance, IT and Information Security leaders, understand their requirements and demonstrate how the platform addresses their specific challenges.

This role suits someone who enjoys taking ownership of a deal’s technical direction, anticipating obstacles and helping customers make confident decisions.

Key Responsibilities

• Lead technical discovery, solution design and evaluations for enterprise prospects across financial services.
• Deliver tailored demonstrations and workshops built around each customer’s communication environment, compliance requirements and surveillance priorities.
• Scope data sources, capture and archiving requirements, integrations, deployment options and security considerations, including the technical assumptions that inform pricing.
• Design and manage proof-of-concept evaluations, agreeing success criteria, resolving gaps and presenting clear recommendations.
• Own RFP, RFI and information security questionnaire responses, drawing on expertise from Product, Security and Legal.
• Build credibility with technical and business stakeholders, address objections and maintain momentum throughout the sales process.
• Ensure a clear handover to Professional Services and Customer Success.
• Feed customer insights into product development, sales materials and technical playbooks, and represent the business at industry events and webinars.

What we’re looking for

• At least five years of hands-on technical experience, including three or more years in a customer-facing presales, consulting or solutions role.
• A strong understanding of SaaS and cloud infrastructure, APIs, data ingestion and integration patterns.
• Knowledge of messaging and collaboration platforms, including the networking, security and identity infrastructure supporting them.
• The ability to explain complex technical concepts clearly and connect technical decisions to commercial and regulatory outcomes.
• Strong presentation and written communication skills, with confidence managing customer expectations and competing priorities.
• A proactive approach, sound judgement and the ability to work independently.
• Willingness to travel up to 30% of the time.

Experience working with financial institutions would be valuable. Knowledge of communications surveillance, compliance, archiving or another regulated environment would be a particular advantage.

What’s On Offer

• A New York-based role with a base salary of $145,000-$160,000, plus variable compensation and equity. The final package will reflect your experience, skills and market knowledge.

You will join a growing international business, work with major financial institutions and have a direct influence on both enterprise sales and the development of its offering.