Sales Solutions Engineer

MoneyLion is a leader in financial technology powering the next generation of personalized products and content, with a top consumer finance super app, a premier embedded finance platform for enterprise businesses and a world-class media arm. MoneyLion’s mission is to give everyone the power to make their best financial decisions. We pride ourselves on serving the many, not the few; providing confidence through guidance, choice, personalization; and shortening the distance to an informed action.

In our go-to money app for consumers, we deliver curated content on finance and related topics, through a tailored feed that engages people to learn and share. People take control of their finances with our innovative financial products and marketplace - including our full-fledged suite of features to save, borrow, spend, and invest - seamlessly bringing together the best offers and content from MoneyLion and our 1,100+ Enterprise Partner network, together in one experience. MoneyLion’s enterprise technology provides the definitive search engine and marketplace for financial products, enabling any company to add embedded finance to their business, with advanced AI-backed data and tools through our platform and API. Established in 2013, MoneyLion connects millions of people with the financial products and content they need, when and where they need it.

About the Role

As the Sales Solutions Engineer, you will take on a pivotal role as the primary technical liaison between our Sales, Partner Success, Product and Marketing teams. Your focus will center on engaging directly with clients, driving go-to-market strategies, and collaborating with cross functional teams to cater to the needs of publishers, fintechs and banks. This entails orchestrating demonstrations, documenting best practices, and delivering tailored technical solutions to meet client requirements. You will play a critical role in accelerating the adoption of Digital Marketplace Infrastructure as a client facing member of the Revenue team. Together, we aim to empower regional and community banks, as well as credit unions, to thrive within the digital landscape.

This role is onsite 4 days a week out of our New York City office.

Key Responsibilities

• Take on lead Solution Engineering role with Engine Sales, Partner Success Product and Marketing as well as working with our ecosystem partners and clients
• Collaborate with sales teams to understand customer requirements and develop technical solutions that align with the capabilities of our financial technology products.
• Conduct product demonstrations and presentations to prospective clients, showcasing the technical features and benefits of our solutions.
• Support technical onboarding with detailed account plans and customized technical specifications
• Serve as a technical expert during sales meetings, addressing customer inquiries and providing insights into how our products can address their specific needs.
• Customize proofs of concept (POCs) to showcase the value proposition and potential ROI for each client.
• Work closely with product development teams to provide feedback on customer requirements and contribute to the enhancement of product features.
• Responsible for developing internal and external documentation around best practices and processes. Primarily focused on technical documentation for new products.
• Work with marketing to develop new product marketing materials around new GTM initiatives as well as technical documentation and integration guides
• Assist in the preparation of technical proposals, responses to requests for proposals (RFPs), and compliance requests ensuring alignment with customer needs, regulation and technical specifications.
• Conduct training sessions for sales teams on product functionality, technical specifications, and competitive positioning.
• Stay updated on industry trends, competitor offerings, and emerging technologies to continuously enhance product knowledge and sales effectiveness.

About You 

• Minimum of 7 years of experience in a sales engineering or technical account management role, preferably with financial institutions, enterprise tech or consulting firms.
• Strong project management skills to guide sales and onboarding process between Engine, its channel partners and end clients
• Proficiency in presenting technical concepts to both technical and non-technical audiences.
• Experience creating and  conducting product demonstrations and leading technical discussions with clients.
• Ability to understand customer requirements and translate them into technical solutions.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and inte