Technical Sales Engineer

About the role:

The Technical Sales Engineer acts as a primary technical authority on sales calls and RFPs, informs scope, effort and delivery timelines for integrated solutions, performs live product demonstrations, and evaluates partner tech stacks and objectives for compatibility - while serving as the connective tissue between Sales, Marketing, Partner IT, and internal Product/Engineering teams to keep deals moving from discovery to go-live.

Key responsibilities:

• Complex Solution Selling
• Serve as the primary technical expert throughout the sales cycle - joining AM discovery calls and partner meetings when platform integrations or product delivery are on the agenda.
• Informs the solution design for primary product offerings (FSA SmartSpender, Email-as-a-Service (EaaS), DirectPay, and related integrations) and is the primary liaison between Product and Sales.
• Support pre-sales demos and RFP responses with technical accuracy.
• Develop and maintain technical proficiency in supported product offerings sufficient to run live solution demonstrations and articulate technical differentiation to enterprise partners.
• Provide a point of view on technical and process recommendations to partners and prospects, positioning solutions in terms of revenue impact, cost reduction, and partner satisfaction.
• Delivers technical scope, estimated effort, and delivery timelines to support sales up-selling, onboarding, and implementation needs.
• Cross-Functional Leadership
• Acts as a key stakeholder alongside Product and Engineering across the deal lifecycle, providing sales and technical context that informs solution design decisions.
• Provide the connective tissue between AMs, Marketing/Creative, Partner IT teams, and internal Product/Engineering teams.
• Feed product feedback and integration friction points back to internal stakeholders, representing the partner's technical voice internally.
• Participate in prioritization and scoping of new features and services alongside Product and Engineering, ensuring partner and market feedback shapes the roadmap.
• Technical Troubleshooting & Solution Design
• Maintain deep knowledge of partner tech stacks and proactively surface compatibility issues or upgrade impacts.
• Identify partner pain points and inform alternative technical or process solutions
• Works very closely with Product & Engineering teams to ensure new or modified integrations meet business requirements and that interface issues are documented and resolved before go-live.
• Documentation & Enablement
• Oversee the production of technical scope documents and integration roadmaps that serve as the implementation handoff from sale to go-live.
• Partner with Product & Engineering to author supporting technical documentation - API specs, process flows, data flow diagrams – to ensure they are impactful for internal and partner-facing use.
• Maintain a partner-facing technical knowledge base; track versions, known issues, and resolution paths.

What you'll need:

• Minimum of 5+ years in a Sales Engineering, Solutions Consulting, or Technical Implementation role in a B2B SaaS or fintech environment
• Hands-on experience with API integrations, EDI/file-based data exchanges, and SSO/authentication protocols
• Familiarity with FSA/HSA/HRA platform ecosystems - WEX, Alegeus, or similar TPA technology stacks strongly preferred
• Ability to communicate complex technical concepts clearly to both non-technical partners and internal stakeholders
• Experience owning client onboarding or technical implementation projects end-to-end
• Proficiency with Salesforce for opportunity tracking, technical notes, and integration documentation
• Bachelor's degree in Business Administration, Computer Science, Information Systems, Business Technology, or equivalent work experience

Note for Current Employees:

Please use the internal job board in Greenhouse to apply. Applications submitted through this external link will not be tagged as internal.