Senior Manager, Solutions Engineer – FSI

Posted Sep 29

This is a fully remote position, open to applicants in United States.

📋 Description

• Report to the Senior Director of Solutions Engineering for the Americas.

• Lead, coach, and mentor a team of solution engineers.

• Foster a culture of continuous learning, accountability, and a strong focus on customer satisfaction.

• Implement scalable pre-sales strategies within a high-volume Financial Services and Insurance (FSI) segment.

• Create repeatable methodologies and best practices.

• Recruit, hire, and onboard talent in solution engineering.

• Collaborate with Sales, Account Executives, and Customer Success on pipeline strategies, account coverage, and customer outcomes.

• Work alongside Product and Engineering to address customer feedback, prioritize roadmaps, manage feature requests, and handle support escalations.

• Coordinate with Professional Services on the transition from pre-sales to implementation and ensure value realization.

• Define and monitor team KPIs, forecast accuracy, and performance metrics.

• Participate in forecasting calls and provide insights into the technical status of deals.

• Identify potential risks and formulate mitigation strategies in conjunction with Sales.

• Build trust with client leadership, resolve obstacles, navigate escalations, and ensure long-term customer success and loyalty.


⛳️ Requirements

• Over 7 years of experience in Solution Engineering or Pre-Sales.

• Minimum of 3 to 5 years in people management, leading teams.

• In-depth domain knowledge in Financial Services & Insurance (FSI).

• Proven track record in navigating complex enterprise deals, procurement cycles, and adhering to regulatory standards such as PCI-DSS, SOC 2, FINRA, and HIPAA.

• Hands-on experience with AI-driven SaaS solutions.

• Experience utilizing AI in customer experience, contact center, or related fields is highly desirable.

• Proven capability to lead and develop teams at scale.

• History of creating high-performing cultures and establishing repeatable sales engineering processes.

• Strong technical expertise.

• Ability to engage credibly with technical buyers and simplify complex concepts for non-technical audiences.

• Experience in the Contact Center, CCaaS, or CX technology sectors is preferred.

• Consulting mindset with a focus on achieving customer outcomes.

• Excellent communication skills and a strong executive presence.

• Comfortable engaging in C-level conversations and managing escalations.

• Ability to collaborate across functions in a dynamic, high-growth environment.

• Passion for mentoring others and assisting customers in solving complex challenges with innovative technology.


🏝️ Benefits

• Medical, Dental, Vision, Life, and Disability Insurance.

• Employee Assistance Program (EAP).

• 401(k) plan.

• Uncapped paid time off program for exempt employees.

• Accrual-based paid time off program for non-exempt employees.

• 14 paid holidays each year.

• Long-term incentives in the form of equity.

• Short-term incentives in the form of bonuses or commissions.

• An inclusive and diverse work environment.

• AI-assisted interview process with consent requested prior to recording.

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