Full-Time

Solutions Engineer

Posted on 4/17/2024

Middesk

Middesk

51-200 employees

Business identity verification and onboarding platform

Data & Analytics
Financial Services

Mid, Senior, Expert

San Francisco, CA, USA

Required Skills
Sales
SQL
Requirements
  • 3+ years in a Pre-Sales solutions engineering role supporting a technical product (API) and a complex enterprise sales process.
  • Experience working with financial services and financial technology companies is preferred.
  • Knowledge of financial regulations, specifically CIP and AML. Experience in fraud or identity management is preferred.
  • Knowledge of the B2B financial services industry, specifically within banking, lending, and payments.
  • Experience in processing and analyzing large and complex data sets, and working with SQL.
  • Ability to develop creative, solution-oriented evaluation plans that help a complex buyer navigate a complex purchasing and implementation process.
  • Ability to build and develop executive relationships, navigating large cross-functional organizations.
  • Ability to effectively advocate a customer’s use case and needs of our internal product teams to influence the product roadmap.
  • A strong communicator across technical, operational, strategic, and executive audiences.
  • Comfortable navigating ambiguity and an understanding of the maturity scale for early GTM organizations.
Responsibilities
  • Partner with pre-sales to build and execute a plan for engaging leadership stakeholders and uncovering nuanced use cases and solutions at prospective customer organizations.
  • Drive relationships with existing customers to understand and advocate for their needs (including product roadmap), and support Account Management with expansion opportunities.
  • Develop Middesk champions who understand the prospect’s challenges, initiatives, and data stack, and perform technical discovery & qualification.
  • Design detailed custom evaluation plans for customers and prospective customers that support the evaluation, and contribute to the deal process through industry, product, and technical depth.
  • Create custom evaluation collateral (demos, data test reviews, technical overviews, RFP responses, etc.) to illustrate Middesk's value and solution.
  • Leverage product evaluation strategies (proof of concepts, data tests, etc.) to illustrate the value and impact of the product throughout the sales process.
  • Support customers throughout the entire sales lifecycle, from initial discovery through implementation and expansion
  • Establish credibility as a thought leader in digital transformation, regulatory compliance, identity, fraud, and credit risk, with a specific focus on B2B.
  • Become an expert in our product and the ways customers find value, including standard and emerging use cases.
  • Work closely with the product, compliance, and operational teams to drive detailed evaluations of our solution.

Middesk is an excellent workplace due to its pivotal role in enhancing the operational efficiency of financial services companies through its Business Identity Platform. This platform not only streamlines identity verification and onboarding processes but also is trusted by renowned industry leaders like Affirm, Brex, and Plaid. With a commitment to improving transactional trust and speed, employees at Middesk are at the forefront of addressing key challenges in the financial sector.

Company Stage

Series B

Total Funding

$77.2M

Headquarters

San Francisco, California

Founded

2019

Growth & Insights
Headcount

6 month growth

2%

1 year growth

-6%

2 year growth

31%

Benefits

Medical, dental, & vision coverage

Unlimited PTO

Stock-options

401(k)

Parental leave

Hybrid work