About the Role

Client-facing Sales Engineer for the North American Financial Services group responsible for pre-sales technical support, architecture recommendations, building proofs-of-concept, and coordinating implementations. The role blends hands-on development, presentation skills, and business acumen and requires occasional regional travel.

Job Description

Role

A Sales Engineer supporting InterSystems’ North American Financial Services group. The role is client-facing and focused on pre-sales technical engagement: recommending architectures, building and presenting proofs of concept (PoCs), delivering trainings, and supporting implementation and marketing activities.

Key Responsibilities

Coordinate with Account Representatives, System Integrators, Project Managers, and internal teams to maintain long-term client relationships
Recommend technical architectures, model design, development patterns, migration and upgrade strategies, and operational best practices
Design, build, and present PoCs and prototypes to prospects and partners
Deliver standard and customized on-site classroom training
Support clients during beta programs and pre-launch activities
Represent the company at trade shows, conferences, and seminars
Create proposals, solution overviews, and sales collateral to support pre-sale efforts
Keep up-to-date with InterSystems products and industry developments and feed customer needs back to product management

Requirements

Technical Expertise

5+ years in Sales Engineering, Software Development, or related roles in the Financial Services domain
Experience in object-oriented and enterprise application development (including “vibe coding”)
Experience with relational and non-relational databases (SQL/NoSQL)
Data engineering experience (Python, GenAI, RAG, MCP) and modern analytics architectures (data lakes, data fabric, data mesh)
Familiarity with machine learning and generative AI use cases
Web and integration technologies: HTML, JavaScript, Angular, XML, XSLT, JSON, SOAP, REST
Cloud hardware services, containers, Kubernetes, and API management
Familiarity with Windows, Unix/Linux, and macOS

Professional Skills

Excellent verbal and written communication and presentation skills
Strong analytical and problem-solving ability; experience leading PoC/prototype/pilot projects
Experience managing RFx processes and overseeing implementation teams
Customer-focused with ability to mentor and transfer knowledge
Collaborative: work closely with account managers, professional services, product management, and support

Education & Experience

Degree in Computer Science, Engineering, or related technical field
Proven experience in sales engineering or similar technical client-facing roles; Financial Services experience is a plus
Relevant technical certifications advantageous

Sales Engineer - Financial Services