2Oaks ConsultingRemote
Sales Engineer (Contract / Remote / N America)
United States of America
Full-time
1 week ago
Visa Sponsor
Key skills
Financial ServicesSoftware SaaSCloud SoftwareAPIsSoftware IntegrationsWorkflowsTechnical Pre-salesSolution EngineeringExecutive-level CommunicationDiagrams and ModelsAWSAzureGCPTOGAFCRMSales Enablement ToolsArticulate CommunicationCSaaSSales
About this role
2Oaks Consulting is a specialist boutique firm seeking a Sales Engineer with extensive experience in Financial Services. The role involves providing technical expertise in pre-sales conversations, building demos, and ensuring a smooth transition into implementation while engaging with clients at various organizational levels.
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
Requirements:
- 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)
- Willingness to travel occasionally
- Cloud platform knowledge (AWS, Azure, GCP)
- Relevant certifications (AWS, Azure, TOGAF, security)
- Familiarity with CRM, sales enablement tools, or structured pre-sales processes
- Experience bridging sales and delivery teams in enterprise environments