Senior Manager, Solutions Engineer (FSI)

Accountabilities:

• Lead, coach, and mentor a team of Solutions Engineers, fostering a culture of continuous learning, accountability, collaboration, and customer focus.
• Build scalable pre-sales methodologies and repeatable best practices that enable consistent performance across a high-volume FSI segment.
• Recruit, hire, onboard, and develop high-performing Solutions Engineering talent with strong technical expertise and communication skills.
• Partner closely with regional sales leaders, Account Executives, and Customer Success teams to align pipeline strategy, account coverage, and customer outcomes.
• Support complex enterprise opportunities by providing technical leadership throughout the sales cycle and helping teams navigate customer requirements, procurement processes, and regulatory considerations.
• Collaborate with Product and Engineering teams to communicate customer feedback, influence roadmap priorities, and help resolve feature requests and support escalations.
• Work with Professional Services to ensure effective transitions from pre-sales through implementation and value realization.
• Establish and manage team KPIs, performance metrics, and forecast accuracy, using data to identify opportunities for continuous improvement.
• Participate in sales forecast reviews, provide visibility into technical deal status, identify risks, and develop mitigation strategies with sales leadership.
• Build trusted relationships with client executives and technical stakeholders, helping remove roadblocks, manage escalations, and support long-term customer success.
• Promote effective use of AI-powered solutions and technical selling practices across the team.

Requirements:

• 7+ years of experience in Solutions Engineering, Sales Engineering, or Pre-Sales, including 3–5+ years of experience managing and developing teams.
• Deep expertise in Financial Services and Insurance, with demonstrated experience navigating complex enterprise sales cycles, procurement processes, and regulatory environments.
• Strong understanding of relevant compliance and security standards, such as PCI-DSS, SOC 2, FINRA, and HIPAA.
• Hands-on experience with AI-powered SaaS solutions; experience applying AI within customer experience, contact center, or related environments is a strong advantage.
• Proven ability to build and scale high-performing teams and establish repeatable solutions engineering and pre-sales processes.
• Strong technical acumen and the ability to engage credibly with technical buyers while translating complex concepts for non-technical stakeholders.
• Experience in Contact Center, Contact Center as a Service (CCaaS), or Customer Experience (CX) technology is preferred.
• Strong consulting mindset, with the ability to ask insightful questions, listen carefully, understand customer objectives, and prioritize long-term outcomes.
• Excellent communication and executive presence, with confidence engaging C-level stakeholders and managing complex escalations.
• Strong cross-functional collaboration skills and the ability to thrive in a fast-paced, high-growth environment.
• Passion for coaching and developing others, combined with a genuine interest in helping customers solve complex business and technology challenges.

Benefits:

• On-target earnings (OTE) range of $220,000–$330,000.
• Eligibility for long-term incentives through equity.
• Eligibility for short-term incentives through bonus or commission, depending on role and level.
• Medical, dental, and vision insurance.
• Life and disability insurance.
• Employee Assistance Program (EAP).
• 401(k) retirement plan.
• Uncapped paid time off for exempt employees, subject to manager approval and business needs.
• Accrual-based paid time off for non-exempt employees.
• 14 paid holidays annually.
• Remote work opportunity within the United States.