Sales Engineer - FinTech (E482A99)

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

Job summary

Referment is seeking a Sales Engineer for its North America sales team based in New York. You will drive the technical direction of complex enterprise deals, collaborating with Account Executives from discovery through to delivery handover.

You will engage with Compliance, IT and Security leaders, demonstrate how the platform mitigates risk, and translate technical outcomes into commercial value for financial institutions.

Qualifications

• At least five years of hands-on technical experience, with 3+ years in customer-facing presales or consulting.
• Strong SaaS and cloud infrastructure knowledge, APIs, data ingestion, and integration patterns.
• Familiarity with messaging and collaboration platforms and their security/identity infrastructure.
• Ability to explain complex technical concepts clearly and tie decisions to commercial/regulatory outcomes.
• Excellent presentation and written communication; capable of managing competing priorities.
• Proactive, independent worker with good judgement.
• Willingness to travel up to 30%.

Responsibilities

• Lead technical discovery and solution design for enterprise prospects in financial services.
• Deliver tailored demos and workshops around customer environments and compliance needs.
• Scope data sources, capture, archiving, integrations, deployments, and security considerations.
• Design and manage PoC evaluations, set success criteria, address gaps, provide recommendations.
• Own RFP/RFI responses and security questionnaires with legal and product input.
• Build credibility with technical and business stakeholders and maintain momentum.
• Ensure handover to Professional Services and Customer Success.
• Provide customer insights to product and sales materials; represent at events.

Skills

Hands-on technical experience

Presales / customer-facing

SaaS and cloud infrastructure

APIs and data integration

Messaging platforms & security infra

Clear technical communication

Presentation skills

Independent working

Willingness to travel up to 30%

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.

#Referment