Solutions Engineer (Pre-sales)

Summary

PortX is an AI-powered data and integration company for modern banking. The Solutions Engineer will partner with sales throughout the sales cycle by analyzing customer integration needs, designing tailored technical solutions, delivering demonstrations, and advising prospects and customers. The role also supports knowledge transfer to delivery teams and requires occasional onsite customer travel.

Responsibilities

• Partner with Account Executives on account planning and opportunity strategy
• Drive solution selling throughout the sales cycle
• Gather and analyze customer integration requirements and business use cases
• Scope and design technical solutions that integrate with core banking systems and fintech applications that are compatible with their current existing infrastructure
• Prepare and present solution proposals and technical recommendations
• Package and deliver product, platform, and solution demonstrations
• Build credibility as a trusted advisor to prospects and customers
• Collaborate with the Customer Experience team to ensure effective knowledge transfer during handoff from sales to delivery
• Willingness to travel for onsite customer meetings (10-20%)

Skills

• • Strong technical background, including leveraging AI tools in your work
• • Experience designing and supporting integration solutions
• • Strong understanding of APIs, services, and modern integration patterns
• • Ability to create and present technical solution designs clearly and effectively
• • Excellent written and verbal communication skills, with the ability to articulate technical concepts to both technical and non-technical audiences
• • Comfortable leading white-boarding sessions and engaging directly with customers
• • Strong problem-solving skills, with the ability to perform high-level discovery and translate complex requirements into practical solutions and demos
• • Excellent spoken and written English communication skills
• • Self-motivated and able to work effectively in a remote environment
• • Highly organized, with strong prioritization and time management skills
• • Flexible and responsive, with the ability to adapt to changing priorities and tight deadlines
• • Confident, customer-facing presence with the ability to build trust and engagement
• Willingness to travel for onsite customer meetings (10-20%)
• US Citizenship required - No Visa Sponsorship available
• English Language Proficiency - B2 required
• US, Remote role - Easter/Central timezone preferred

Qualifications

Must Haves

• • Strong technical background, including leveraging AI tools in your work
• • Experience designing and supporting integration solutions
• • Strong understanding of APIs, services, and modern integration patterns
• • Ability to create and present technical solution designs clearly and effectively
• • Excellent written and verbal communication skills, with the ability to articulate technical concepts to both technical and non-technical audiences
• • Comfortable leading white-boarding sessions and engaging directly with customers
• • Strong problem-solving skills, with the ability to perform high-level discovery and translate complex requirements into practical solutions and demos
• • Excellent spoken and written English communication skills
• • Self-motivated and able to work effectively in a remote environment
• • Highly organized, with strong prioritization and time management skills
• • Flexible and responsive, with the ability to adapt to changing priorities and tight deadlines
• • Confident, customer-facing presence with the ability to build trust and engagement
• Willingness to travel for onsite customer meetings (10-20%)
• US Citizenship required - No Visa Sponsorship available
• English Language Proficiency - B2 required

Nice to Haves

• US, Remote role - Easter/Central timezone preferred

Benefits

• Equity opportunities at a venture-backed startup
• Insurance (medical, dental, vision)
• 401(k)
• Unlimited PTO
• Collaborative and highly motivated team culture where your voice is heard and you're not just a number in a big company
• Remote role