Customer Solutions Engineer

ROLE OVERVIEW

The Senior Customer Sales Engineer – Banking Experience 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 Experience 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:

• Banking Experience Platforms & Process Knowledge — Working understanding of how customer-facing and advisor-facing experience platforms operate across the banking relationship lifecycle: from first engagement through onboarding, account management, and long-term advisory relationships — not necessarily as a front-end developer, but as someone who has architected, implemented, or managed the systems and integrations that deliver these experiences, including platforms such as Salesforce Financial Services Cloud, Microsoft Dynamics, or similar CRM and engagement platforms.
• Wealth Management Systems & Platforms — Experience with systems that support wealth management workflows: client portfolio management, investment planning, financial goal setting, performance reporting, and fee billing — including familiarity with platforms such as Envestnet, Orion, Black Diamond, or Addepar, and how these connect to custody, trading, and core banking systems through APIs and data integrations.
• Advisor Tools & Enablement — Hands-on familiarity with the technology stack that financial advisors and relationship managers rely on daily: CRM, next-best-action engines, client 360 dashboards, proposal generation tools, and model portfolio management — with an understanding of how AI/ML is being embedded into advisor workflows to improve productivity, personalization, and client retention.
• Client Onboarding Systems — Experience architecting or managing end-to-end digital onboarding platforms covering account opening, document collection and verification, e-signature, workflow orchestration, and handoff to core banking systems — with an understanding of how to reduce friction, improve completion rates, and maintain compliance across retail, wealth, and commercial onboarding journeys.
• Identity, Authentication & Access Management — Familiarity with the identity layer underpinning banking experience platforms: digital identity verification (IDV), biometric authentication, multi-factor authentication (MFA), fraud-aware authentication, and identity orchestration platforms such as Ping Identity, ForgeRock, Okta, or Jumio — and how identity data connects to onboarding, personalization, and risk systems.
• Personalization & Customer Data Platforms — Understanding of how banks are leveraging Customer Data Platforms (CDPs), real-time event streaming, and AI/ML-driven personalization engines to deliver relevant, contextual experiences across digital channels — including next-best-offer, life event triggering, and hyper-personalized engagement at scale, and familiarity with platforms such as Salesforce, Adobe Experience Platform, or Pega.
• Digital Channels & Omnichannel Architecture — Experience with the architecture behind digital banking channels — mobile, web, and emerging interfaces — and how these channels integrate with back-end experience platforms, core banking systems, and data layers to deliver a consistent, seamless customer experience across touchpoints.
• Experience Platform Data & Cloud Architecture — Experience designing or managing the data architecture that powers experience platforms: unified customer profiles, behavioral data lakes, real-time event pipelines, and API gateways — with an understanding of how banks are modernizing toward cloud-native, composable architectures using microservices and headless banking patterns to decouple experience from core systems.
• Regulatory & Compliance Awareness — General awareness of the regulatory and compliance context shaping experience platform decisions: KYC/AML requirements in onboarding, GDPR and CCPA data privacy obligations, SEC/FINRA suitability rules in wealth management, accessibility standards (WCAG), and open banking regulations (PSD2, Consumer Data Right) that govern how customer data is shared and used across platforms.

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.