In this role, you'll bridge the gap between complex customer requirements and Worth's AI-powered KYB, KYC, AML, and identity verification platform working closely with Sales, Customer Success, and Engineering to drive successful outcomes for financial institutions and fintechs of all sizes.
Responsibilities- Partner with the sales team as a technical expert during discovery, scoping, and solution design while owning the technical narrative from first call through close.
- Lead and deliver tailored product demonstrations and proof-of-concept engagements that map Worth's capabilities directly to a prospect's compliance, onboarding, and underwriting workflows.
- Develop and execute detailed implementation plans, timelines, and success criteria for new client deployments, ensuring smooth handoffs and a fast time-to-value.
- Serve as the primary technical point of contact during onboarding, coordinating across internal engineering, product, and data teams to resolve integration questions and unblock client teams.
- Design and deliver customer training programs and technical documentation to drive platform adoption and self-sufficiency.
- Capture and synthesize client feedback post-implementation, partnering with Product to translate real-world use cases into roadmap input.
- Collaborate with Customer Success Managers to identify expansion opportunities, close training gaps, and build enablement materials that support long-term account health.
- Stay current on FinTech, RegTech, and AI trends particularly in KYB/KYC, AML, fraud detection, and SMB lending and bring that context into client conversations and internal strategy discussions.
Requirements- Bachelor's degree in Computer Science, Engineering, or a related field.
- 5+ years in a Solutions Engineering, Sales Engineering, or Technical Implementation role within FinTech, RegTech, or a B2B SaaS platform serving financial institutions; startup or high-growth software environment experience is a strong plus.
- Hands-on technical skills in SQL, Node.js, and React; comfortable working directly with developer teams on integration scoping, troubleshooting, and technical validation.
- Working knowledge of AI technologies and their applications in FinTech; experience with KYB, KYC, AML, or fraud/identity verification workflows is a significant advantage.
- Demonstrated ability to lead complex, multi-stakeholder implementations with competing timelines and technical requirements.
- Exceptional communication skills able to translate technical concepts clearly for compliance officers, operations leaders, and C-suite stakeholders alike.
- Strong problem-solving aptitude and a customer-first mindset; you treat client outcomes as your own.
- Proven ability to operate both collaboratively and independently in a fast-paced environment.
- Familiarity with project management methodologies and tools (Jira, Monday.com, or similar)
Benefits- Health Care Plan (Medical, Dental & Vision)
- 401 (k)
- Life Insurance
- Flexible Paid Time Off
- 9 paid Holidays
- Work From Home
- Free Food & Snacks (for those in Orlando, FL)
