Sales Engineer - SaaS B2B Fintech

Description

Base salary is 90k - 110k + bonus and benefits.

About Us

The RiskSpan Edge Platform is a suite of SaaS products that integrate data, predictive modeling, scenario analytics and BI for data visualization. The platform supports a range of products including residential mortgage loans and MSRs, MBS, public and private asset backed finance (or “ABF”), and derivatives.Our scalable, cloud-native platform enables users to make better business decisions based on uncommon insights into historical trends and advanced predictive forecasts.

The RiskSpan suite of Solutions supports originators, servicers, mortgage REITs, banks, asset managers, insurance companies and other holders of public and private ABF including mortgage loans and MSRs.Our solution suite serves portfolio managers, traders, risk managers as well as data managers and analysts across these institution types.

We’re seeking a technically skilled Sales Engineer to partner with our sales and customer success teams—someone who can bridge the gap between technical capability and business value for our clients.

Role Overview

As a Sales Engineer, you will act as the technical advisor and trusted partner to prospects throughout the sales cycle. You’ll translate customer requirements into data-driven solutions, demonstrate our platform’s capabilities, and ensure alignment between prospect/client needs and our product roadmap.You will also manage the overall client trial process – reporting back to senior management on trial status, blockers, and trial wins/losses.The ideal candidate should have both strong technical skills (with the aptitude to quickly learn the detailed capabilities of our platform) as well as strong subject matter expertise in whole loan and structured products analytics.In addition, the candidate should possess outstanding communication skills with the ability to communicate complex data and risk analytics concepts with clarity and confidence.

Key Responsibilities

• Pre-Sales Support
• Serve as a subject matter expert in the use of RiskSpan’s SaaS Platform
• Collaborate with Sales and Account Executives to understand prospect/client requirements and craft tailored product demonstrations.
• Deliver proof-of-concepts (POCs) showcasing the Platform’s capabilities for data and analytics on sample prospect portfolios.
• Conduct discovery calls to assess data architecture, data management and integration needs, and regulatory or risk priorities.
• Document client requirements and the agreed upon scope and solution design in support of deal proposals and contracts
• Technical Solution Design
• Coordinate between Sales, Client Support, and our product team in the translation of business challenges into scalable technical solutions using our SaaS platform.
• Advise clients on data mapping and ingestion, model deployment, and analytics workflows.
• Work with Product and Engineering teams to shape prospects- and client-specific use cases and influence roadmap decisions.
• Customer Engagement
• Build strong relationships with prospect stakeholders—CIOs, Risk Officers, Portfolio Managers, and Data Scientists.
• Present complex concepts around data analytics, analytics APIs, and risk frameworks in clear, business-oriented terms.
• Support RFP responses with detailed technical and functional input.
• Post-Sales Handoff
• Ensure smooth transition from pre-sales to implementation teams, documenting data management and analytics scope and integration plans.
• Provide early-stage technical guidance and training during onboarding.

Qualifications

Critical Attributes:

• 1–3 years of experience in Sales Engineering, Solutions Consulting, or similar technical pre-sales roles.
• Strong understanding of:
• Data platforms – Snowflake (preferred), Databricks, AWS, Azure, GCP
• APIs, ETL/ELT workflows, and data integration
• Risk analytics, prepayment/credit models, or capital markets
• Excellent presentation, communication, and storytelling skills.
• Ability to simplify complex concepts for non-technical audiences.
• High level of initiative and able to work independently and hold oneself accountable for results
• Strong attention to detail and willingness to learn details of our products and troubleshoot/resolve prospect/client questions or issues
• Highly motivated, goal-oriented and creative problem solver

Preferred:

• Background in SaaS, data analytics, or risk management solutions.
• Experience with machine learning or AI-driven analytics platforms.
• Familiarity with financial services, insurance, or regulatory risk domains.
• Hands-on experience with SQL, Python, or visualization tools (Power BI, Tableau, etc.).
• Bachelor’s degree in Computer Science, Engineering, Finance or related field.