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
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