The Solutions Engineer will collaborate with sales teams to develop and execute a sales plan, understand customer technical requirements, and manage technical aspects of deployments in a dynamic FinTech environment.
Location: Remote – United States
Time Zone: East Coast hours
About DiligenceVault
At DiligenceVault, we’re transforming how investment professionals connect, collaborate, and make data-driven decisions. Our award-winning digital diligence platform is modernizing the due diligence process across the $100+ trillion global asset management industry. Trusted by 70,000+ users across 17,000 firms in 100+ countries, we’re on a mission to make diligence possible for all.
About the Role
We’re looking for an experienced Solutions (Sales) Engineer with a passion for fintech and investment management technology to join our dynamic, global team. In this role, you'll serve as a key technical advisor during the pre-sales process—partnering closely with sales, product, and client teams to provide cutting-edge solutions and a seamless customer experience.
What You'll Do
- Collaborate with Sales and Support teams to execute strategic sales plans and exceed performance targets.
- Engage with prospective clients to understand technical requirements and design tailored solutions that align with their business needs.
- Lead technical demos and Proof of Value (PoV) engagements to showcase platform capabilities.
- Provide deep expertise in API integrations, data migration, and cloud architecture.
- Contribute to RFPs, RFIs, DDQs, and other due diligence materials with a strong technical perspective.
- Act as a trusted technical advisor throughout the sales cycle—building relationships and establishing credibility with stakeholders.
- Work cross-functionally with Product and Engineering teams to relay feedback and influence product roadmap.
- Enable and support partners with technical onboarding and education.
- Develop sales collateral, technical content, and custom environments for client-specific use cases.
What We're Looking For
- 5+ years of experience as a Software Sales Engineer or Pre-Sales Engineer (SaaS experience strongly Required).
- Strong understanding of cloud architecture, APIs, and data migration tools and methodologies.
- Familiarity with the investment management ecosystem and associated technologies.
- Excellent communication and presentation skills; ability to explain complex concepts to both technical and non-technical audiences.
- Self-starter with a proactive approach and a desire to thrive in a high-growth environment.
- Prior experience working in a growth-stage tech or SaaS company is required.
Why Join Us?
- Be part of a high-growth, global SaaS company revolutionizing an entire industry
- Work alongside a collaborative and diverse international team
- Own meaningful projects with measurable business impact
- Flexible remote work setup (U.S.-based, Eastern Time Zone hours)
- Competitive compensation including base salary, commission, and equity options
- Medical, dental, vision benefits, including access to One Medical membership through our partners at Just works
- 401(k) retirement plan
- Generous PTO (vacation, sick leave, and public holidays)
- Employee donation matching program
- Annual global team offsite
- A dynamic, innovative, and fun work environment
Compensation includes salary, discretionary bonus and, equity options. Salary depending on experience and geography.
Top Skills
APIs
Cloud Architecture
Investment Technology
SaaS
Similar Jobs
.png)
Cloud • Fintech • Other • Software
The Solutions Engineer will support the Sales team by validating technical aspects during sales cycles, configuring demos, and collaborating with Product and Engineering teams to enhance offerings.
Top Skills:
ExcelNetSuitePythonSalesforceSQLZuora
Information Technology • Consulting
Lead technical pre-sales efforts for Apple devices, manage lifecycle services, collaborate with sales on customer strategies, and deliver tailored presentations.
Top Skills:
Apple Business ManagerApple HardwareiOSmacOSSalesforce
Machine Learning • Software
The Solutions Engineer will support pre-sales activities by delivering technical presentations, overseeing sales processes, and developing custom solutions based on customer needs.
Top Skills:
AWSAzureDockerGCPGoJavaKubernetesOpentelemetryPrometheusPython
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
