Pre-Sales Engineer (Remote)


  • Job Type: Full-Time
  • Function: Sales
  • Industry: Technology
  • Post Date: 11/25/2021
  • Website:
  • Company Address: 265 Franklin St, 11th Floor , Boston, MA 02110

About Numerated

Numerated makes business banking easy. Ask about PPP loan and forgiveness automation for banks and credit unions!

Job Description

Sales Engineers provide primary technical pre-sales support and technical support to our sales team throughout the sales cycle. The Sales Engineer will use their broad subject-matter expertise to provide guidance, answer questions, and influence customers toward Numerated’s product offerings.  This is a customer facing role where you will be the primary technical resource for our Sales Executives and Account Managers.  Sales Engineers are responsible for defining and scoping product solution architecture, perform product demonstrations, as well as assist in mapping customer requirements to show product functionalities.


In this role, you will be a key driver during the product/technology evaluation stage and will be the go-to technical advisor for our products and platform.


Essential Responsibilities /

  • Deliver demonstrations of the Numerated platform
    • Partner with GTM teams to fully understand a client/prospect’s requirements and utilize this information to exhibit the value of Numerated platform
    • Define standard demo scripts across all products
    • Exhibit “active listening” skills to quickly react to ad hoc functional and technical questions


  • Manage and customize the demo environments
    • Able to perform upgrades of the demo region and incorporate new functionality into the demo environment
    • Customize the demo environment to support prospect use cases. Configuration may take place in the UI or database.
    • Help test new product functionality before it goes to clients


  • Prospect and Customer Feedback
    • Create a customer feedback loop with the product team on gaps and requirements identified during Sales process


  • RFx
    • Act as the primary contributor to RFP/RFI/DDQ
    • Able to interpret RFx questions and direct them to the appropriate internal teams, if necessary
    • Manage RFx library


  • Prepare sales documentation and prospect requests as needed
    • Support GTM team on prospect follow up requests
    • Organize and maintain Sales collateral
    • Help develop sales documentation


Education Requirements /

  • Bachelor’s degree in CS, Business, Marketing, or a related field preferred


Work Experience Requirements /
- 5+ years’ experience in technical sales in a SaaS organization
- Fintech and/or Banking experience preferred
- Excellent customer facing skills, demonstrated track record of interfacing with
enterprise clients as a confident and trusted advisor
- Strong communication and presentation skills – familiarity with Zoom beneficial
- Knowledge and understanding of SQL & Jira preferred
- Ability to travel to prospective client visits and/or conferences

About Numerated

Numerated is a fast-growing, venture-backed financial technology company powering digital transformation at banks. The platform makes originating bank products exceptionally easy by using data to remove work otherwise required from customers and lenders. Numerated works with over 100 banks and credit unions and has decisioned nearly $20 billion in lending. The Numerated platform was originally incubated inside one of the highest volume SBA banks in the country before spinning out of the bank in a high-profile round of venture capital financing. Investors include Patriot Financial Partners, FINTOP Capital, Hyperplane, and Venrock, one of the world’s leading venture capital firms with prior investments in Apple, DoubleClick, Endeca, and Intel. Numerated was recently recognized as one of the fastest growing fintechs in the world on CB Insights' "2020 Fintech 250" list, was named “2020’s Best Overall FinTech Software” by FinTech Breakthrough, and named “2020’s Most Innovative Industry Partner” by Barlow Research.


Our great people are at the heart of our company and key to our success. As a mostly remote workforce, we’re looking for more smart, driven, and down-to-earth Numerators to join our rapidly growing team. Our culture is open and flexible; our benefits range from 401(k) to care packages arriving at your house; and while we’re making a serious impact on banks, we always have time for witty puns and good laughs.


If you are interested in joining a collaborative team, working on pioneering technology, in an exciting phase of company growth – apply today! #BestTeamMovingForward


We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

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