Lead Pre-Sales Engineer

1 Month ago • 10 Years + • Business Development

Job Summary

Job Description

Lead Pre-Sales Engineer responsible for partnering with sales to understand client needs in the financial services industry. Key duties include leading the technical pre-sales process (demos, presentations, PoCs), developing solution architectures, addressing technical objections, creating compelling RFI/RFP responses, and collaborating with engineering and product teams. The role requires strong communication, presentation, and writing skills, deep financial services domain knowledge (banking, insurance, investment management), and expertise in cloud computing, enterprise architecture, API integrations, and data security. Experience with enterprise software solutions and knowledge of industry regulations (GDPR, PCI-DSS, MiFID II, SOX, AML/KYC) are essential. The ideal candidate will also contribute to product development, mentor junior engineers, and conduct market analysis.
Must have:
  • 10+ years pre-sales/solution architecture experience in financial services
  • Strong communication and presentation skills
  • Deep financial services domain expertise
  • Cloud computing, enterprise architecture, API integration expertise
  • RFI/RFP response creation
  • Solution architecture design
Good to have:
  • Experience with specific technologies (e.g., AWS, Azure, Docker, Kubernetes)
  • Knowledge of blockchain, AI/ML, open banking, and RegTech

Job Details

Description

Job Summary:

We are seeking a Lead Pre-Sales Engineer with a strong background in solution architecture, business domain knowledge in the financial services industry, and expertise in creating responses to RFI and RFP documents. The successful candidate will work closely with sales, product, and engineering teams to develop and present innovative solutions to clients, ensuring they align with customer business objectives and technical requirements. This role requires the ability to translate complex technical concepts into business value, demonstrate product capabilities, and support the sales process from initial engagement to closing, including the creation of compelling and technically sound proposals for prospective clients.

Key Responsibilities:

Pre-Sales Support:

  • Partner with the sales team to understand customer requirements, business challenges, and strategic goals.
  • Lead the technical pre-sales process, including conducting product demonstrations, presentations, and proof of concepts (PoCs).
  • Articulate complex technical concepts in clear, non-technical language to both business and technical stakeholders.
  • Develop customized solution architectures and design proposals tailored to customer needs within the financial services domain.
  • Address technical objections and answer client questions regarding product capabilities, integration, scalability, security, and compliance.

Solution Architecture & Design:

  • Leverage deep domain expertise in the financial services industry (e.g., banking, insurance, investment management) to design solutions that meet industry-specific challenges.
  • Develop high-level solution architectures, considering client infrastructure, integrations, cloud services, and regulatory compliance requirements.
  • Collaborate with internal engineering and product teams to ensure the solution meets customer requirements and is aligned with the company’s product roadmap.

Client Engagement & Relationship Building:

  • Act as the technical lead in customer-facing discussions, helping clients understand how the company’s products and solutions can address their pain points.
  • Work closely with clients during the sales cycle to build trust, demonstrate value, and guide them through the technical decision-making process.
  • Provide subject matter expertise on financial services regulations, trends, and technologies during client interactions.

Creation of Responses to RFI/RFP Documents:

  • Lead the creation of Responses to RFIs (Request for Information) and RFPs (Request for Proposals), ensuring all technical, functional, and business requirements are addressed comprehensively.
  • Work with the sales and marketing teams to tailor responses that align with customer needs, business objectives, and competitive positioning.
  • Coordinate with internal subject matter experts (SMEs) to gather and consolidate relevant product information, pricing, and technical details required for RFI/RFP responses.
  • Ensure RFP responses reflect the company’s strengths and differentiators in the marketplace, addressing key client pain points and business drivers.
  • Develop and maintain a library of standard responses, templates, and technical documentation to improve the efficiency of future RFI/RFP submissions.

Cross-Functional Collaboration:

  • Work with the product management team to provide customer feedback and contribute to the development of product features that address market needs.
  • Provide input to sales proposals and responses to RFPs, ensuring technical accuracy and alignment with client needs.
  • Train and mentor junior pre-sales engineers on solution design, financial services domain knowledge, and best practices in the pre-sales process.

Market & Competitor Analysis:

  • Stay updated on the latest financial services industry trends, emerging technologies, and competitors' offerings.
  • Assist the marketing and product teams by providing insights into customer pain points, industry requirements, and competitor positioning.

Requirements

Required Skills and Experience:

  • Education:
    • Bachelor's or Master's degree in Computer Science, Engineering, Information Technology, or a related field.
  • Experience:
    • 10+ years of experience in a pre-sales engineering or solutions architect role with at least 8 years focused on the financial services industry.
    • Proven track record of working with enterprise customers in financial services (e.g., banking, insurance, asset management).
    • Hands-on experience with enterprise software solutions (e.g., CRM, ERP, core banking systems, digital transformation tools).
    • Strong technical expertise in cloud computing, enterprise architecture, API integrations, and data security.
    • Knowledge of industry-specific standards and regulations such as GDPR, PCI-DSS, MiFID II, SOX, and AML/KYC.
  • Technical Skills:
    • Proficient in designing and architecting complex solutions based on cloud platforms (e.g., AWS, Azure, Google Cloud) and on-premise infrastructures.
    • Familiarity with microservices, containers (Docker/Kubernetes), and DevOps practices.
    • Strong understanding of data architectures, databases (SQL/NoSQL), and big data technologies.
    • Knowledge of financial industry trends such as blockchain, AI/ML, open banking, and regulatory technology (RegTech).
  • Soft Skills:
    • Strong communication skills with the ability to translate technical jargon into business terms.
    • Excellent presentation and public speaking abilities for large client meetings and demonstrations.
    • Ability to build and maintain strong relationships with internal teams and external stakeholders.
    • Analytical mindset with the ability to quickly understand complex business problems and propose tailored solutions.
    • Exceptional writing skills with the ability to create clear, compelling, and concise RFI/RFP responses.

Working Conditions:

      • Location: Riyad, KSA
      • Occasional travel may be required for client meetings, conferences, and product demonstrations.
      • Flexible working hours to accommodate different time zones when working with global clients.

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