Sales Engineer - SaaS B2B Fintech jobs in United States
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RiskSpan · 2 months ago

Sales Engineer - SaaS B2B Fintech

RiskSpan is a company that offers a suite of SaaS products for data analytics and predictive modeling. They are seeking a Sales Engineer to act as a technical advisor, translate customer requirements into solutions, and manage the client trial process while ensuring alignment between client needs and the product roadmap.

AnalyticsData VisualizationFinancial ServicesRisk ManagementService Industry
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H1B Sponsor Likelynote

Responsibilities

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
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
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
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

Qualification

Sales EngineeringData platformsRisk analyticsAPIsSQLPythonCommunication skillsProblem solvingAttention to detailPresentation skills

Required

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

Benefits

Bonus
Benefits

Company

RiskSpan

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RiskSpan Provides Risk Advisory, Managed Analytics And Technology Solutions.

H1B Sponsorship

RiskSpan has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (15)
2024 (11)
2023 (11)
2022 (16)
2021 (19)
2020 (17)

Funding

Current Stage
Growth Stage

Leadership Team

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Bernadette Kogler
Chief Executive Officer
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Suhrud Dagli
Co-Founder
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Company data provided by crunchbase