Technical Sales Engineer
Technical Sales Engineer
Location: UK, Western Europe or Eastern United States (Remote) | Employment: Full-Time
Company Overview:
Invela is the first-of-its-kind open finance risk management network that infuses trust and confidence across the ecosystem through standardized accreditation, dynamic risk monitoring and insurance-backed warranty.
The Role:
We're seeking a versatile Technical Solutions Engineer to own both the technical sales and implementation journey for our open finance risk management solution. This unique role combines pre-sales technical consultation with hands-on implementation, providing end-to-end technical ownership of customer success with financial services organizations including banks and fintech partners.
Key Responsibilities:
Pre-Sales Technical Consultation:
- Lead technical discovery sessions and solution design workshops
- Create and deliver technical presentations and product demonstrations
- Design solution architectures tailored to client needs
- Develop proof-of-concept implementations
- Provide accurate technical scoping and implementation timelines
- Support RFP/RFI responses with technical content
Implementation and Onboarding:
- Drive end-to-end technical implementations post-sale
- Create and manage detailed project plans and timelines
- Lead technical workshops and training sessions
- Create technical implementation guides and documentation
- Lead API integration workflows, testing processes, and deployments
- Coordinate between internal technical teams and client stakeholders
- Manage sandbox testing and production deployment phases
Project and Stakeholder Management:
- Act as primary technical point of contact throughout customer lifecycle
- Manage technical relationships with partner teams
- Coordinate between technical teams, business stakeholders, and compliance
- Provide regular status updates and progress reports
- Handle technical escalations and problem resolution
- Monitor project risks and dependencies
Background & Skills
Technical Expertise Requirements:
- Knowledge of data protection frameworks and security standards relevant to financial services (e.g. ISO 27001, SOC 2, NIST)
- Experience with third-party risk management (TPRM) frameworks or security assessment methodologies
- Strong understanding of API security, RESTful APIs, and OAuth, including familiarity with cloud-based API deployments
- Familiarity with open banking standards and regulations (e.g. UK Open Banking, FDX, CFPB 1033)
- Understanding of financial data structures, banking systems, or payment flows
Qualifications:
- Bachelor's degree in Computer Science, Engineering, Cybersecurity, or related field
- 8+ years combined experience in technical sales, implementation, or technical risk consulting
- 5+ years experience in financial services, fintech, or cybersecurity — with exposure to banking, open banking, or third-party risk management
- Background in solution architecture or security assessment frameworks
- Experience with API platforms, integration technologies, or security tooling — with hands-on development or integration experience
- Demonstrated success managing complex technical implementations or risk assessment engagements
- Familiarity with financial services compliance and regulatory requirements
- Knowledge of project management methodologies
- Experience with CRM systems and sales methodologies
Soft Skills:
- Strong customer empathy and passion to drive expected customer outcomes
- Excellent technical communication and presentation abilities
- Strong project management and organizational capabilities
- Problem-solving and analytical thinking skills
- Ability to manage multiple complex projects simultaneously
- Experience leading technical workshops and training sessions
- Detail-oriented with strong documentation skills
- Ability to work remotely with customers or travel as needed for client meetings
Salary & Benefits: Competitive
Invela is an equal opportunity employer committed to building a diverse team.