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About the Role

This is the first full-time presales hire in the US, serving as a trusted technical companion to the sales effort. The role involves understanding customer goals, translating them into FintechOS solutions, building trust, and contributing to winning new deals. It requires a blend of strategy, engineering, and advisory skills.

Responsibilities

• Serve as the trusted advisor to prospects and new customers, guiding them on how FintechOS facilitates modernization, faster product launches, and operational efficiency without core replacement.
• Develop comprehensive product expertise to be the internal go-to resource for sales, product, and delivery teams.
• Lead compelling discovery sessions and product showcases, including demos and proofs of concept, to make value tangible for business and technical stakeholders.
• Build business cases by quantifying ROI, including faster time-to-market, lower cost-to-serve, conversion uplift, and competitive differentiation.
• Communicate credibly about market dynamics such as NIM compression, origination fragmentation, deposit competition, and regulatory requirements for NCUA- and FDIC-regulated institutions.
• Partner with Account Executives throughout the sales cycle, from initial conversation to commercial close, to win new clients across the US.
• Manage solution cycles end-to-end with an AE, including discovery, value quantification, solution design, demos, and POCs.
• Showcase how to launch and modify products (consumer lending, deposits, member onboarding) without traditional development cycles.
• Demonstrate how FintechOS integrates above core banking systems like Fiserv, Jack Henry, and FIS.
• Navigate buying committees by engaging executives with strategic vision, business teams with use cases, and technical leaders with architectural discussions.
• Develop value cases and ROI models to influence decision-making and advance deals.
• Act as the voice of the US market, providing feedback to product and delivery teams on customer needs and market reception.

Requirements

• 7+ years in presales, solution consulting, or sales engineering, selling software or platforms into US financial services.
• Strong banking domain experience with community banks, credit unions, and mid-to-large institutions, including understanding their operations and challenges.
• Fluency in origination, lending, deposits, and core banking realities, including workflows, decisioning, regulatory pressures, and cost-to-serve.
• Proven ability to engage in both business and technical conversations, quantifying ROI for executives and discussing architecture with engineers.
• Track record of winning deals by articulating business value beyond features, focusing on faster launches, lower costs, and competitive advantages.
• Technical understanding of APIs, cloud architecture, and integrations.
• Autonomous and proactive approach to identifying and driving opportunities.
• Experience with the credit union world, including the member-centric model, NCUA regulation, and community mission.
• Understanding of the shift from IT-led to business-led product development.
• Experience selling origination, digital banking, or lending platforms and knowledge of the competitive landscape (Blend, Backbase, MeridianLink, core providers).
• Ability to position AI as business value.
• Experience building ROI models or business cases that influenced executive decisions.
• History of contributing to thought leadership, such as industry events, RFPs, or content influencing buyers.

Skills

• Presales
• Solution Consulting
• Sales Engineering
• Financial Services Software Sales
• Banking Domain Expertise
• Origination
• Lending
• Deposits
• Core Banking
• API Understanding
• Cloud Architecture
• Integration Knowledge
• Business Value Articulation
• ROI Quantification
• Strategic Communication
• Technical Communication
• AI Positioning

Location

• US Remote
• Fort Lauderdale, FL

Work Type

• Full-time
• Hybrid
• Remote

Experience Level

• 7+ years

Benefits

• Impactful role in shaping US sales strategy and market wins.
• Growth opportunities working with major institutions and opening new markets.
• Autonomy and ownership with minimal bureaucracy.
• Collaborative team environment focused on challenging problems in financial services.
• Commitment to diversity and fostering different perspectives.

About the Company

• FintechOS is an AI-fluent Unified Product Operations platform for banks and credit unions, enabling rapid launch of financial products without core system replacement.
• The platform elevates product logic, pricing, and decisioning above core systems, allowing business teams to operate quickly within regulatory guidelines.
• Works with leading global institutions and challengers in financial services.
• Currently scaling in the US, offering a ground-floor opportunity.