Technical Sales Engineer

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

📋 Description

• Serve as the main technical authority throughout the sales process by participating in discovery calls and partner meetings.

• Contribute to the solution design for FSA SmartSpender, Email-as-a-Service (EaaS), DirectPay, and related integrations.

• Assist in pre-sales demonstrations and RFP responses with a focus on technical precision.

• Cultivate and sustain technical expertise to conduct live solution demonstrations and highlight technical advantages.

• Offer technical and process recommendations to partners and potential clients.

• Provide technical scope, estimated efforts, and delivery schedules for sales, onboarding, and implementation phases.

• Collaborate with Product and Engineering teams throughout the deal lifecycle and influence solution design choices.

• Integrate efforts between Account Management, Marketing/Creative, Partner IT, Product, and Engineering teams.

• Relay partner feedback and integration challenges to internal teams and engage in roadmap prioritization.

• Diagnose partner technology systems, uncover compatibility problems, and propose alternative solutions.

• Ensure that integrations fulfill business requirements and that interface issues are documented and resolved prior to going live.

• Manage technical scope documents and integration roadmaps for effective implementation handoff.

• Create API specifications, process flows, and data flow diagrams.

• Maintain a technical knowledge base for partners that tracks versions, known issues, and resolution strategies.

⛳️ Requirements

• A minimum of 5+ years in a Sales Engineering, Solutions Consulting, or Technical Implementation capacity within a B2B SaaS or fintech setting.

• Practical experience with API integrations, EDI/file-based data transfers, and SSO/authentication protocols.

• Strong preference for familiarity with FSA/HSA/HRA platform ecosystems, such as WEX, Alegeus, or similar TPA technology stacks.

• Capability to convey complex technical concepts effectively to both non-technical partners and internal stakeholders.

• Proven experience managing client onboarding or technical implementation projects from start to finish.

• Skilled in using Salesforce for tracking opportunities, documenting technical notes, and managing integration documentation.

• Bachelor's degree in Business Administration, Computer Science, Information Systems, Business Technology, or relevant work experience.

• Must be available to work during EST hours.

🏝️ Benefits

• Sales Bonus: Eligible.

• Discretionary Annual Bonus Eligibility: Up to 10%.

• Medical, Dental, Vision, and 401K with a company match.

• Dependent Care, FSA & HSA accounts.

• Paid Parental & Bonding Leave.

• Flexible PTO & office closure on all major holidays.

• Monthly wellness & internet reimbursements.

• Professional development opportunities including certification support & leadership coaching.

• Mental Health resources.

• 100% remote work within the United States.