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Sales Engineer (Contract / Remote / N America)
Sales Engineer (Contract / Remote / North America)
Not every opportunity is created equal. We're not a big-box consulting house deploying an army to facilitate death by PowerPoint. Were a specialist boutique firm that carefully selects the professionals we want to work with. When you step into one of our engagements, you're not just adding value, you're joining a circle of seasoned consultants trusted to deliver where others hesitate.
Right now, were seeking a Sales Engineer (10+ years in Financial Services, ideally banking) for a contract role that will put you at the heart of a high-profile initiative. We are not pedestrian. This isnt routine. Its a role that will challenge you and certainly add credence to your career narrative.
Apply or open the full brief below.
About the Role
Were seeking a Sales Engineer to act as the tech wingman for our software vendors sales team. This role is equal parts technical expertise and executive-calibre communication. Youll field complex questions, run demos, and ensure a smooth handover into implementation staying engaged to steward delivery where your knowledge of client needs and constraints makes the difference.
Key Responsibilities
- Serve as technical subject-matter-expert in pre-sales conversations: answer client questions about architecture, hosting, workflows, integration, security, etc.
- Build and deliver compelling demo's tailored to client use cases.
- Translate technical capabilities into clear business outcomes and use cases.
- Communicate with confidence across all levels of the organisation, from developers to executives with particular focus on C-suite and decision-makers.
- Assist in the planning of implementation (Sales handoff) and liaise with delivery teams.
- Remain engaged post-sale as a knowledge steward, ensuring promises translate into delivered value.
- Travel occasionally to meet clients, attend strategic sessions, and represent the product at conferences.
Must-Haves
- 10+ years of experience in Financial Services (banking strongly preferred).
- Degree in Computer Science, Engineering, Information Systems, or a related field (or equivalent proven experience).
- Highly articulate, personable, and confident in both one-on-one and group settings.
- Proven ability to engage, present, and influence at Executive level.
- Exceptional ability to simplify complexity and communicate in plain language.
- Strong technical foundation in software (SaaS/cloud, APIs, integrations, workflows).
- Skilled in using diagrams and models to conceptualize and explain solutions.
- Naturally curious, detail-oriented, and unafraid to ask questions.
- Hands-on approach willing to roll up sleeves and get stuck in.
- Track record in pre-sales, solution engineering, or customer-facing technical roles.
- Must be based in North America (U.S. preferred, ideally South Atlantic region for proximity to Charlotte, NC).
- Willingness to travel occasionally.
Nice-to-Haves
- Cloud platform knowledge (AWS, Azure, GCP).
- Relevant certifications (AWS, Azure, TOGAF, security).
- Familiarity with CRM, sales enablement tools, or structured pre-sales processes.
- Experience bridging sales and delivery teams in enterprise environments.
Why This Role Matters
- Work in a specialist boutique consultancy trusted, discreet, high-impact.
- Join a team of seasoned professionals who thrive on cutting through complexity.
- Shape both sales outcomes and delivery success, with end-to-end involvement.
- Flexible remote engagement with occasional travel.
- Gain exposure to a leading software platform at the forefront of its market.
- Work on diverse, high-profile client engagements where your impact is clear.
Compensation & Support
- Attractive pay rates that reflect the seniority and impact of the role.
- Assistance and guidance on incorporation setup for independent consultants who need support with business registration.
Call-to-Action
Were looking for someone who enjoys the challenge and fun of navigating diverse client needs while championing a leading software platform alongside a team of seasoned professionals. If that sounds like you, send us your resumé and lets talk.
Remote
Skills:
Amazon Web Services (AWS), Application Programming Interface (API), Banking Services, Business Support, Cloud Computing, Communication Skills, Computer Science, Conferences, Consulting, Customer Relations, Customer Relationship Management (CRM), Detail Oriented, Financial Services, GCP (Good Clinical Practices), Information Technology & Information Systems, Microsoft PowerPoint, Microsoft Windows Azure, Post-Sales, Pre-Sales, Presentation/Verbal Skills, Product Demonstration, Resolve Customer Issues, Sales, Sales Tools, Sales/Support Engineering (SE), Software as a Service (SaaS), Solution Sales, TOGAF - The Open Group Architecture Framework, Use Cases, Web Hosting, Willing to Travel
2Oaks
