
Senior Manager, Solutions Engineer – FSI
Posted Sep 29

Posted Sep 29
This is a fully remote position, open to applicants in United States.
• 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.
• 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.
• 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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