Solutions Engineer

DebtBook; Town of Charlotte (NY); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Equity options

Health insurance

401(k) plan

Unlimited PTO

Tuition reimbursement

In-person events

Job summary

DebtBook is seeking a Solutions Engineer to partner with sales, product, and CS teams. You will translate complex treasury workflows into actionable demos and recommendations, helping public sector clients understand how DebtBook can modernize treasury, cash, investments, and related operations.

You will learn the full DebtBook platform, collaborate across departments, and deliver clear value through tailored demonstrations for finance professionals and executives.

Qualifications

• Three or more years in solutions engineering, solution consulting or presales.
• Experience presenting software to finance professionals and internal stakeholders.
• Ability to translate complex treasury and banking concepts into business outcomes.
• Strong communication and cross‑team collaboration skills.

Responsibilities

• Provide presales support with Account Executives and Managers.
• Conduct discovery to understand processes, challenges and outcomes.
• Deliver tailored product demonstrations aligned to prospect needs.
• Explain treasury, accounting and banking concepts clearly.
• Develop proficiency across DebtBook platform and product areas.
• Coordinate multi‑product demos with senior Solutions Engineers.
• Deepen knowledge of public‑sector treasury and finance operations.

Skills

Solutions engineering

Presales

Financial technology

Treasury

Public finance

Enterprise software

Job description

WHO WE ARE

DebtBook is the financial platform powering treasury and capital markets across the public sector. State and local governments, public universities, health systems, and the bankers and advisors who serve them run trillions of dollars in debt, cash, and investments on DebtBook.

We’ve built the most sophisticated treasury platform in public finance — sitting at the intersection of treasury management and a $4 trillion fixed income market that’s been waiting for modern infrastructure.

WHAT YOU’LL DO

The Solutions Engineer will serve in a client-facing role that connects Sales, Product, CS and the public finance organizations we serve. You will partner with Account Executives and Account Managers throughout the sales cycle to understand prospective customers’ needs, demonstrate relevant DebtBook capabilities, communicate the operational and financial value of the platform and help ensure proper handoff to Implementation.

The ideal candidate has experience in solutions engineering, solution consulting, presales, treasury, public finance, banking, financial technology, or a related field. You should be comfortable learning complex financial workflows, presenting software to finance professionals, and translating technical product capabilities into clear business outcomes.

You will develop proficiency across DebtBook’s solution suite - including Debt Management, Cash Management, Investment Management, Lease Management, and related add-on modules - while building deeper expertise in selected product areas. This role is well suited for someone who is intellectually curious, highly organized, comfortable working across teams, and motivated to become a trusted advisor to both customers and sales partners.

As a Solutions Engineer, you will:

• Partner with Account Executives and Account Managers to provide presales support for new customer acquisition and account expansion opportunities.
• Participate in discovery conversations to understand a prospect’s current processes, challenges, priorities, technical environment, and desired business outcomes.
• Prepare and deliver tailored product demonstrations that connect DebtBook’s capabilities to each prospect’s specific operational needs.
• Communicate complex treasury, accounting and banking concepts in a clear and approachable manner.
• Develop working proficiency across the full DebtBook platform while serving as a subject‑matter resource in assigned product areas.
• Coordinate with senior Solutions Engineers on multi‑product, technically complex, or executive‑level demonstrations.
• Continuously deepen your knowledge of DebtBook’s products, public‑sector treasury operations, public finance, financial reporting requirements, and the broader competitive landscape

WHAT YOU’LL BRING

• Three or more years of relevant experience in solutions engineering, solution consulting, presales, financial technology, treasury, banking, public finance, enterprise software, or a related field.
• Experience presenting software, financial concepts, workflows, or technical solutions to customers or internal stakeholders.
• The ability to understand complex business processes and translate them into clear solution recommendations.
• Strong verbal, written, and visual communication skills.
• Confidence presenting to finance professionals, operational stakeholders, and senior leaders.
• A consultative approach that prioritizes listening, thoughtful discovery, and alignment to customer outcomes.
• Strong organization and project‑management skills, including the ability to manage multiple opportunities and deadlines simultaneously.
• The ability to collaborate effectively with Sales, Product, Engineering, Marketing, Legal, Finance, and Customer Success.
• Intellectual curiosity and a willingness to develop expertise in treasury, debt, investments, accounting, banking integrations, and public‑sector financial operations.
• Comfort working in a fast‑moving environment where processes and products continue to evolve.
• A high degree of ownership, professionalism, responsiveness, and attention to detail.
• Certified Treasury Professional, Certified Public Accountant or other similar industry certifications
• SaaS product demonstrations, technical discovery, RFP responses, or value engineering.
• Financial data integrations, APIs, SFTP connections, bank reporting files, or enterprise system implementations.

OUR “GOAT” VALUES

GROW Continuously

• We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.
• We are energized by the fast‑paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.
• We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.

OWN Your Outcomes

• We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.
• We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take.
• As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.
• We follow through on our decisions and commitments with action.

ABOVE & Beyond

• We create moments of magic, surprising and delighting our customers at every touchpoint.
• We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.
• We take pride in proactively doing the extra little things that set us apart, even when no one is watching.

TEAM Over Ego

• There is no task needed at DebtBook that is beneath any of us.
• We work hard to be the teammate others want on their team.
• We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.

WHY DEBTBOOK

DebtBook is a fast‑growing company where we dream big, move fast, make an impact, and bring joy to everything we do. Our core values drive our success as an organization, and we are looking for talented teammates who share our passion for challenging the status quo, innovating in all we do, and wanting to make a difference.

When it comes to benefits and perks, we are committed to supporting our employees’ well‑being to make their lives better, both in and out of the office. We offer:

• Competitive salaries plus equity (stock options) for all employees;
• Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match;
• Flexible work schedules and generous leave policies (including unlimited PTO);
• Professional development opportunities and tuition reimbursement;
• Family and wellness perks;
• In‑person social events;
• Top‑of‑the‑line equipment, and a newly furnished office.

DebtBook is an Equal Opportunity Employer. We value diversity and prohibit discrimination and unlawful harassment in the workplace. All applicants will receive consideration for employment based upon their qualifications without regard to race, religion, color, national origin, ethnicity, gender, gender identity or expression, pregnancy, sexual orientation, age, marital status, genetic information, political affiliation, National Guard or veteran status, disability, or any other protected status under federal, state, or local law. We welcome and encourage applicants with disabilities to contact our team for assistance during the application and hiring process. We are committed to expanding accessibility and making reasonable accommodations in accordance with applicable law.