Senior Domain Sales Engineer

The Senior Customer Sales Engineer – Banking Experience Platforms is a hybrid domain expert, technologist, and pre-sales solution professional who works directly with clients to shape, design, andvalidatesolutions before they are sold and delivered.

CSEs translate complex business problems into practical, scoped, and implementable solutions — and de-risk deals by demonstrating feasibility early.

• Domain Consulting
• Pre-Sales/Sales
• Solution Architecture/ Hands-on Engineering

• Bring deep Banking Experience Platforms domainexpertiseinto solution design
• Map client processes, systems, and constraints into technical solutions
• Identify transformation opportunities aligned to business KPIs
• Build credibility with client stakeholders from operator to executive level

• Partner with account teams to shape opportunities early/ proactive business development
• Translate client problems into clear, differentiated solution approaches
• Lead technical scoping, architecture definition, and solution design
• Create POCs, demos, or pilot solutions to prove feasibility and value
• Support proposal development, pricing inputs, and deal strategy

• Rapidly prototype integrations, workflows, or data pipelines
• Work across cloud, data, API, and AI/MLdomainsas needed
• Ensure solutions are implementable, scalable, and production-ready
• Ensure clean handoff from pre-sales to delivery teams
• Provide architectural guardrails and context for execution teams
• In some cases, stay engaged inearly delivery phases to stabilize outcomes

The ideal candidate is a technologist in cloud, data, API, and AI/ML, with deep expertise in the telecommunications industry, bringing both technology architecture knowledge and hands-on industry process experience across:

• Banking Experience Platforms & Process Knowledge — Working understanding of how customer-facing and advisor-facing experience platforms operate across the banking relationship lifecycle: from first engagement through onboarding, account management, and long-term advisory relationships — not necessarily as a front-end developer, but as someone who has architected, implemented, or managed the systems and integrations that deliver these experiences, including platforms such as Salesforce Financial Services Cloud, Microsoft Dynamics, or similar CRM and engagement platforms.
• Wealth Management Systems & Platforms — Experience with systems that support wealth management workflows: client portfolio management, investment planning, financial goal setting, performance reporting, and fee billing — including familiarity with platforms such as Envestnet, Orion, Black Diamond, or Addepar, and how these connect to custody, trading, and core banking systems through APIs and data integrations.
• Advisor Tools & Enablement — Hands-on familiarity with the technology stack that financial advisors and relationship managers rely on daily: CRM, next-best-action engines, client 360 dashboards, proposal generation tools, and model portfolio management — with an understanding of how AI/ML is being embedded into advisor workflows to improve productivity, personalization, and client retention.
• Client Onboarding Systems — Experience architecting or managing end-to-end digital onboarding platforms covering account opening, document collection and verification, e-signature, workflow orchestration, and handoff to core banking systems — with an understanding of how to reduce friction, improve completion rates, and maintain compliance across retail, wealth, and commercial onboarding journeys.
• Identity, Authentication & Access Management — Familiarity with the identity layer underpinning banking…