Note: The job is a remote job and is open to candidates in USA. 2Oaks Consulting is a specialist boutique firm seeking a Sales Engineer with over 10 years of experience in Financial Services, ideally banking. The role involves acting as a technical expert for the software vendor's sales team, managing pre-sales conversations, delivering tailored demos, and ensuring successful implementation and client satisfaction.
Responsibilities
Serve as technical subject-matter-expert in pre-sales conversations: answer client questions about architecture, hosting, workflows, integration, security, etc
Build and deliver compelling demo's tailored to client use cases
Translate technical capabilities into clear business outcomes and use cases
Communicate with confidence across all levels of the organisation, from developers to executives with particular focus on C-suite and decision-makers
Assist in the planning of implementation (Sales handoff) and liaise with delivery teams
Remain engaged post-sale as a knowledge steward, ensuring promises translate into delivered value
Travel occasionally to meet clients, attend strategic sessions, and represent the product at conferences
Skills
10+ years of experience in Financial Services (banking strongly preferred)
Degree in Computer Science, Engineering, Information Systems, or a related field (or equivalent proven experience)
Highly articulate, personable, and confident in both one-on-one and group settings
Proven ability to engage, present, and influence at Executive level
Exceptional ability to simplify complexity and communicate in plain language
Strong technical foundation in software (SaaS/cloud, APIs, integrations, workflows)
Skilled in using diagrams and models to conceptualize and explain solutions
Naturally curious, detail-oriented, and unafraid to ask questions
Hands-on approach willing to roll up sleeves and get stuck in
Track record in pre-sales, solution engineering, or customer-facing technical roles
Must be based in North America (U.S. preferred, ideally South Atlantic region for proximity to Charlotte, NC)
Familiarity with CRM, sales enablement tools, or structured pre-sales processes
Experience bridging sales and delivery teams in enterprise environments
Benefits
Flexible remote engagement with occasional travel.
Assistance and guidance on incorporation setup for independent consultants who need support with business registration.
Company Overview
2Oaks Consulting offers strategic advisory, project management, and digital transformation services for financial and public sectors. It was founded in 2019, and is headquartered in Vancouver, British Columbia, CAN, with a workforce of 2-10 employees. Its website is https://2oaks.ca.