ROLE OVERVIEW
The Senior Customer Sales Engineer – Banking Core Platforms is a hybrid domain expert, technologist, and pre-sales solution professional who works directly with clients to shape, design, and validate solutions before they are sold and delivered. CSEs translate complex business problems into practical, scoped, and implementable solutions — and de-risk deals by demonstrating feasibility early.
This role sits at the intersection of:
- Domain Consulting
- Pre-Sales / Sales
- Solution Architecture / Hands-on Engineering
KEY RESPONSIBILITIES
Domain-Led Consulting
- Bring deep Banking Core Platforms domain expertise into solution design
- Map client processes, systems, and constraints into technical solutions
- Identify transformation opportunities aligned to business KPIs
- Build credibility with client stakeholders from operator to executive level
Pre-Sales / Sales:
- Partner with account teams to shape opportunities early / proactive business development
- Translate client problems into clear, differentiated solution approaches
- Lead technical scoping, architecture definition, and solution design
- Create POCs, demos, or pilot solutions to prove feasibility and value
- Support proposal development, pricing inputs, and deal strategy
Solution Architecture / Hands-on Engineering:
- Rapidly prototype integrations, workflows, or data pipelines
- Work across cloud, data, API, and AI/ML domains as needed
- Ensure solutions are implementable, scalable, and production-ready
- Ensure clean handoff from pre-sales to delivery teams
- Provide architectural guardrails and context for execution teams
- In some cases, stay engaged in early delivery phases to stabilize outcomes
REQUIRED QUALIFICATIONS
Domain Expertise
The ideal candidate is a technologist in cloud, data, API, and AI/ML, with deep expertise in the telecommunications industry, bringing both technology architecture knowledge and hands-on industry process experience across:
- Core Banking Platforms & Process Knowledge — Working understanding of how core banking systems operate end-to-end: account origination, general ledger, transaction processing, and reconciliation — not necessarily as a core banking developer, but as someone who has architected, implemented, or managed the systems and integrations that sit on top of or connect to platforms such as Temenos, Finacle, FIS, Fiserv, or Jack Henry.
- Deposits & Loans — Experience with systems supporting retail and commercial deposit account lifecycle (account opening, maintenance, interest calculation, statements) and lending platforms covering origination, underwriting, servicing, and collections — including how these processes are enabled and modernized through cloud-native architectures and API-led connectivity.
- Payments & Cards — Hands-on familiarity with payment rails (ACH, wire, RTP, SWIFT), card issuing and acquiring platforms, dispute management, and the end-to-end transaction lifecycle from authorization through settlement and reconciliation — including experience with platforms such as Mastercard, Visa, FIS WorldPay, or ACI.
- Retail Banking Systems — Understanding of the systems and digital channels that underpin retail banking: mobile and online banking platforms, branch systems, CRM, and omnichannel customer engagement — and how these integrate with core platforms and data layers to deliver a unified customer experience.
- Capital Markets — Familiarity with front-to-back capital markets workflows: trade capture, order management, position keeping, trade confirmation, settlement, and regulatory reporting — and the systems that support them (e.g., Murex, Calypso, Bloomberg, or Broadridge), with an understanding of how cloud and data platforms are modernizing this landscape.
- Risk & Fraud Management Systems — Experience with or exposure to systems that support credit risk, market risk, operational risk, and real-time fraud detection — including how AI/ML models are being applied to transaction monitoring, anomaly detection, and regulatory stress testing, and how risk data flows integrate with core banking and reporting platforms.
- Banking Data & Cloud Architecture — Experience architecting or managing the data layer that connects core banking, payments, risk, and capital markets systems — including data warehouses, real-time data pipelines, APIs, and cloud platforms — with an understanding of how banks are modernizing legacy estates toward cloud-native, microservices-based architectures.
- Regulatory & Compliance Awareness — General awareness of the regulatory environment governing banking technology.
Pre-Sales / Sales:
5+ Years of experience in:
- Customer facing Solution Engineering
- Technical consulting or product engineering
- Experience with rapid-prototyping or accelerators for deals
- Selling through differentiated technical solutioning
Solution Architecture / Hands-on Engineering:
Strong hands-on experience in:
- Cloud platforms (Azure, AWS, GCP)
- APIs, microservices, integration patterns
- Data platforms (ETL, streaming, analytics); Platform Engineering & Legacy Modernization
Working knowledge of:
- AI/ML / GenAI use cases (not theoretical—applied understanding)
- Modern architecture patterns (event-driven, distributed systems)
PREFERRED QUALIFICATIONS
- 12+ years of technical and domain experience.
- Experience in consulting firms
- Prior experience in forward-deployed roles
- Exposure to regulated industries or complex legacy environments
- Experience operationalizing AI use cases (not just building POCs)
- Exposure to human-in-the-loop systems, compliance workflows
- Experience with Agent lifecycle management and agentic ecosystem governance
- Demonstrated problem-solving mindset with strong thought leadership and execution; able to structure ambiguous problems and drive solutions from concept to production across complex stakeholder environments.