Role Description
The Technical Sales Engineer acts as a primary technical authority on sales calls and RFPs, informs scope, effort and delivery timelines for integrated solutions, performs live product demonstrations, and evaluates partner tech stacks and objectives for compatibility - while serving as the connective tissue between Sales, Marketing, Partner IT, and internal Product/Engineering teams to keep deals moving from discovery to go-live.
Key Responsibilities
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Complex Solution Selling
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Serve as the primary technical expert throughout the sales cycle - joining AM discovery calls and partner meetings when platform integrations or product delivery are on the agenda.
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Informs the solution design for primary product offerings (FSA SmartSpender, Email-as-a-Service (EaaS), DirectPay, and related integrations) and is the primary liaison between Product and Sales.
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Support pre-sales demos and RFP responses with technical accuracy.
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Develop and maintain technical proficiency in supported product offerings sufficient to run live solution demonstrations and articulate technical differentiation to enterprise partners.
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Provide a point of view on technical and process recommendations to partners and prospects, positioning solutions in terms of revenue impact, cost reduction, and partner satisfaction.
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Delivers technical scope, estimated effort, and delivery timelines to support sales up-selling, onboarding, and implementation needs.
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Cross-Functional Leadership
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Acts as a key stakeholder alongside Product and Engineering across the deal lifecycle, providing sales and technical context that informs solution design decisions.
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Provide the connective tissue between AMs, Marketing/Creative, Partner IT teams, and internal Product/Engineering teams.
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Feed product feedback and integration friction points back to internal stakeholders, representing the partner's technical voice internally.
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Participate in prioritization and scoping of new features and services alongside Product and Engineering, ensuring partner and market feedback shapes the roadmap.
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Technical Troubleshooting & Solution Design
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Maintain deep knowledge of partner tech stacks and proactively surface compatibility issues or upgrade impacts.
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Identify partner pain points and inform alternative technical or process solutions.
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Works very closely with Product & Engineering teams to ensure new or modified integrations meet business requirements and that interface issues are documented and resolved before go-live.
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Documentation & Enablement
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Oversee the production of technical scope documents and integration roadmaps that serve as the implementation handoff from sale to go-live.
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Partner with Product & Engineering to author supporting technical documentation - API specs, process flows, data flow diagrams β to ensure they are impactful for internal and partner-facing use.
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Maintain a partner-facing technical knowledge base; track versions, known issues, and resolution paths.
Qualifications
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Minimum of 5+ years in a Sales Engineering, Solutions Consulting, or Technical Implementation role in a B2B SaaS or fintech environment.
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Hands-on experience with API integrations, EDI/file-based data exchanges, and SSO/authentication protocols.
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Familiarity with FSA/HSA/HRA platform ecosystems - WEX, Alegeus, or similar TPA technology stacks strongly preferred.
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Ability to communicate complex technical concepts clearly to both non-technical partners and internal stakeholders.
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Experience owning client onboarding or technical implementation projects end-to-end.
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Proficiency with Salesforce for opportunity tracking, technical notes, and integration documentation.
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Bachelor's degree in Business Administration, Computer Science, Information Systems, Business Technology, or equivalent work experience.
Benefits
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Compensation: $90,000.00 - $110,000.00
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Sales Bonus: Eligible
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Discretionary Annual Bonus Eligibility: Up to 10%
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Medical, Dental, Vision, and 401K with a company match
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Dependent Care, FSA & HSA accounts
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Paid Parental & Bonding Leave
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Flexible PTO & office closure on all major holidays
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Monthly wellness & internet reimbursements
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Professional development including certification support & leadership coaching
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Mental Health resources
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100% remote within the United States
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Must be able to work EST hours