Solutions Engineer (B2B Fintech)

About the role

Jeeves is a stablecoin-native banking platform for global enterprises, serving thousands of companies across 35 countries. As the company expands its B2B fintech solutions offering, it is looking for a Solutions Engineer (also called a Solutions Consultant) to bridge the gap between product capabilities and customer needs. The role is the technical and consultative partner to the Account Executive during the sales process, acting as the bridge between clients, sales and product.

Key responsibilities

• Lead discovery sessions with prospects to map workflows, KPIs and existing systems (ERPs, AP/AR, etc.) and turn findings into tailored Jeeves solutions.
• Deliver customized product demos for multiple personas, highlighting business value, ROI and process transformation.
• Partner with prospects on integration, scalability and data flow needs, and collaborate with product and engineering teams to represent client requirements.
• Serve as the technical authority during the sales cycle and ensure smooth handoffs to post-sales.
• Work with Account Executives on strategy and deal execution, and with Key Account Managers on upsells and cross-sells.
• Communicate customer feedback and product insights to internal teams to inform roadmap decisions.
• Scope out implementation requirements so that configurations are feasible and aligned with customer goals.

Required profile

• 3 years of experience as a Solutions Engineer or Consultant in a SaaS financial technology or ERP-related company.
• Strong understanding of financial systems and processes, ideally with a finance or accounting background.
• Experience with enterprise clients and complex deal cycles.
• Clear, confident communicator across technical and non-technical audiences; English fluency required, Spanish or Portuguese a plus.
• Comfortable working cross-functionally in a fast-paced startup environment.

Required skills

• Familiarity with SaaS solution selling, including technical discovery and customized demos.
• Deep understanding of ERP or financial software workflows (AP/AR, expense management, GL structures, month-end close).