Pre-Sales Solutions Engineer

Formance, Inc

$170K *
Enterprise Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years in pre-sales, solutions engineering, or software engineering; fintech or SaaS experience preferred.
  • Strong grasp of payments or financial systems, or ability to quickly learn.
  • Exceptional communication skills, capable of bridging technical concepts for diverse audiences.
  • Experience working in fast-paced startups or scale-ups, managing multiple priorities.
  • Familiarity with AI tools like Claude for workflow efficiency.

Responsibilities

  • Collaborate with Account Executives to customize Formance's platform for client needs.
  • Conduct high-level demos and proofs of concept for both technical and C-level stakeholders.
  • Analyze client challenges deeply and offer trusted architectural advice for integration.
  • Manage RFPs/RFIs and write technical documents, utilizing AI tools to streamline the process.
  • Act as a liaison between sales, product, and engineering to influence product development.
  • Develop technical content such as whitepapers and case studies to enhance sales support.

Benefits

  • Unlimited PTO for work-life flexibility.
  • Health insurance to support well-being.
  • 401(k) plan for retirement savings.
  • Equity options to share in company success.
  • Annual team offsite in Europe for team building and growth opportunities.
Full Job Description
Pre-Sales Solutions Engineer

New York, NY (SoHo) • Full-time • Hybrid (3-4 days/week onsite)

What you'll actually do
  • Partner with our Account Executives to identify customer requirements and tailor Formance's platform to their specific architecture and use case.
  • Run expert-level demos and proofs of concept for technical and C-level stakeholders, showing exactly how Formance solves their ledgering, reconciliation, and payment orchestration challenges.
  • Go deep with prospects on their technical and business challenges, and act as a trusted advisor on how to best architect Formance into their stack.
  • Lead RFPs/RFIs and technical documentation as part of the sales cycle, and use AI tools like Claude to accelerate drafting and research on complex technical responses.
  • Serve as the feedback loop between sales, product, and engineering - what you hear from prospects directly shapes what gets built next.
  • Contribute to technical content (whitepapers, FAQs, case studies) that supports the broader sales motion.

What we're looking for

Must-haves:
  • 3+ years of experience in pre-sales, solutions engineering, or hands-on software engineering - fintech or SaaS experience is a strong plus, but real engineering depth matters more than a sales background.
  • Comfortable going deep on payments or financial transaction systems, or picking that up fast.
  • Excellent communication skills - you can translate a complex technical concept for both an engineer and a CFO in the same conversation.
  • Experience in a fast-paced startup or scale-up environment, juggling multiple deals and priorities at once.
  • Comfortable using AI tools like Claude as part of your daily workflow for research, documentation, and prep.

What will set you apart:
  • A track record of being the person prospects trust to tell them the truth, not just close the deal.
  • A proactive mindset - you spot ways to improve the pre-sales process rather than waiting to be told.

Package

$170K OTE • Equity • 401(k) • Unlimited PTO • Health insurance • Annual team offsite in Europe

Technical docs: docs.formance.com • GitHub: github.com/formancehq

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