Solutions Engineer

Jeeves is seeking a Solutions Engineer (also known as a Solutions Consultant) to join their team in Mexico City. This full-time, hybrid role involves bridging the gap between product capabilities and customer needs, translating business challenges into customized financial solutions. The Solutions Engineer acts as a technical and consultative partner to Account Executives, guiding prospects through discovery, crafting tailored demonstrations, and ensuring technical and business alignment for Jeeves' financial operating system, which includes corporate cards, cross-border payments, and spend management software.

Must Have

• Lead deep-dive discovery sessions with prospects
• Map customer workflows, KPIs, and existing systems
• Translate findings into tailored Jeeves solutions
• Deliver customized product demos for multiple personas
• Partner with prospects to evaluate integration, scalability, and data flow needs
• Collaborate with product and engineering teams on client requirements
• Serve as the technical authority during the sales cycle
• Work closely with Account Executives on strategy and deal execution
• Scope out requirements for solution rollouts
• 3 years of experience in a Solutions Engineer / Consultant role within SaaS financial technology or ERP-related company
• Strong understanding of financial systems and processes
• Familiarity with SaaS solution selling
• Experience engaging with enterprise clients and navigating complex deal cycles
• Deep understanding of ERP or financial software workflows
• Ability to translate business needs into product solutions
• Clear and confident communication
• English fluency

Good to Have

• Additional Spanish or Portuguese language skills
• Finance or accounting background

Jeeves is a groundbreaking financial operating system built for global businesses that provides corporate cards, cross-border payments, and spend management software within one unified platform. The company operates across 20+ countries including Brazil, Canada, Colombia, Mexico, the United Kingdom, across Europe, and the United States, and serves over 5,000 clients ranging from venture-backed startups to SMBs around the world. With a mission to empower businesses with more efficient and cost-effective financial solutions worldwide, Jeeves combines cutting-edge financial technology with exceptional team expertise to transform the business financial landscape. Jeeves has been recognized as one of The Information's 50 Most Promising Startups in 2023, as well as a Y Combinator Top Company 2021-2023 and won “Fintech of the Year" at the European Fintech Awards.

Since graduating from Y Combinator in 2020, Jeeves has successfully raised over $380 million and is backed by top world-class investors including Andreessen Horowitz, Y Combinator, CRV, Tencent, Stanford University, Clocktower Ventures, and founders of more than 15 unicorns including David Velez (Nubank), Carlos Garcia (Kavak) and Sebastián Mejía (Rappi).

As we expand our B2B Fintech solutions offering, we’re looking for a Solutions Engineer (also known as a Solutions Consultant) to bridge the gap between product capabilities and customer needs — someone who can translate business challenges into impactful, customized solutions.

The Solutions Engineer is the technical and consultative partner to the Account Executive during the sales process. You will act as the bridge between our clients, sales, and product, guiding prospects through discovery, crafting tailored demonstrations, and ensuring technical and business alignment. Your expertise will help customers see not just what Jeeves can do, but how it solves their unique financial and operational challenges.

Location: This role is based out of Mexico City, Mexico, and is a full-time hybrid position where it is required to come into our office in Roma Norte. #LI-HYBRID

What You’ll Do:

• Discovery & Solution Design: Lead deep-dive discovery sessions with prospects to uncover business processes, pain points, and goals. Map customer workflows, KPIs, and existing systems (ERPs, AP/AR, etc.). Translate findings into tailored Jeeves solutions that drive value and meaningful business outcomes. Scope out implementation requirements.
• Product Demonstrations: Deliver customized product demos for multiple personas — from CFOs and Controllers to Operations and Finance teams. Highlight business value, not just features, demonstrating ROI and process transformation.
• Technical & Business Fit: Partner with prospects to evaluate integration, scalability, and data flow needs. Collaborate with product and engineering teams to represent client requirements clearly. Serve as the technical authority during the sales cycle, ensuring accurate expectations and smooth handoffs to post-sales.
• Cross-Functional Collaboration: Work closely with Account Executives on strategy and deal execution. Collaborate with Key Account Managers (KAMs) for upsells and cross-sells within existing enterprise accounts. Communicate customer feedback and product insights to internal teams to inform roadmap decisions.
• Implementation Scoping (Pre-Sales): While not responsible for implementation, you will scope out the requirements for solution rollouts, ensuring that configurations are feasible, efficient, and aligned with customer goals.

What We’re Looking For:

• Experience: 3 years of experience in a Solutions Engineer / Consultant role within a SaaS financial technology or ERP-related company (e.g., Bill.com, Concur, Toptal, Salesforce, Oracle, or similar).
• Fintech Expert: Strong understanding of financial systems and processes — ideally with a finance or accounting background.
• Familiarity with SaaS solution selling, including conducting technical discovery and delivering customized demos.
• Experience engaging with enterprise clients and navigating complex deal cycles.
• Deep understanding of ERP or financial software workflows (AP/AR, expense management, GL structures, month-end close).
• Ability to translate business needs into product solutions — both technically and strategically.
• Clear and confident communicator across technical and non-technical audiences.
• English fluency required; additional Spanish or Portuguese a plus.
• Comfortable working cross-functionally in a fast-paced, startup environment.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.