Sales Engineer, Banking

Manage the technical sales cycle for banking opportunities, including stakeholder engagement, opportunity qualification, demonstrations, proofs of concept, RFP and RFI responses, security architecture presentations, solution design, deal strategy, technical content, and onboarding handoff.

Responsibilities

  • Lead technical qualification for banking opportunities
  • Deliver tailored demonstrations for custody, settlement, treasury, and compliance use cases
  • Scope and deliver proofs of concept in bank environments
  • Navigate infosec reviews, sandbox provisioning, and API integration testing
  • Prepare RFP, RFI, and DDQ responses
  • Present security architecture to senior banking stakeholders
  • Translate banking requirements into solution architectures
  • Engage with bank technology teams on API integration and middleware
  • Co-develop technical account plans
  • Contribute to competitive deal strategy
  • Represent banking clients in product and roadmap discussions
  • Create solution briefs, reference architectures, and proof-of-concept templates
  • Support onboarding handoff to Professional Services
  • Contribute to banking-specific enablement and knowledge transfer

Requirements

  • 3–8 years of experience in pre-sales, solutions engineering, or technical consulting
  • Experience supporting Tier 1 or Tier 2 banks, financial market infrastructure, or capital markets firms
  • Experience managing complex enterprise sales cycles in regulated financial institutions
  • Track record of delivering proofs of concept or technical pilots in banks
  • Experience authoring RFP and RFI responses
  • Experience with bank procurement, legal, and infosec processes
  • Exposure to digital asset, tokenisation, or blockchain initiatives
  • Knowledge of core banking platforms such as Temenos, Finastra, Murex, or Calypso
  • Knowledge of custody infrastructure or post-trade settlement systems
  • Familiarity with ISO 20022 and SWIFT MT or MX
  • Experience with API-led integration patterns
  • Understanding of cryptographic key management, hardware security modules, or MPC/TSS architecture
  • Awareness of MiCA, DORA, or equivalent EMEA regulations

Benefits

  • Target bonus
  • Equity grant

See also

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