About The Position

The Solution Engineer is a highly autonomous, client-facing member of Teciem’s Global Solution Consulting team. The role focuses on uncovering client challenges, identifying solution opportunities, qualifying deals, advancing pipeline, and supporting revenue growth across the Treasury and Capital Markets portfolio. Working with AEs, NNN sellers, Account Managers, and SDRs, the consultant leads early discovery and qualification, develops client-specific value hypotheses, identifies potential fit across Teciem’s product suite, and defines appropriate next engagements. The position calls for customer curiosity, commercial awareness, consultative communication, and independent work, with product specialists and senior GSC colleagues engaged when deeper expertise is needed. This is a development role with a path to Senior Solution Consultant and future primary-product allocation. Broad portfolio familiarity is expected initially, with deep product expertise developed over time. RFP, demo, and follow-up coordination are supporting responsibilities rather than the role’s primary purpose. The consultant helps create and progress opportunities by understanding client businesses, identifying meaningful problems, connecting those problems to relevant capabilities, and building confidence in proposed next steps. They work with client and prospect stakeholders across Treasury, Front Office, Middle Office/Risk, Back Office/Operations, Finance, and Technology, in close partnership with Sales and the wider Teciem organization. The successful candidate will build cross-portfolio knowledge, become independently effective in early discovery and opportunity advancement, and progressively own more complex client-facing work. Progress toward Senior Solution Consultant and primary-product expertise depends on demonstrated capability and business demand.

Requirements

  • Bachelor’s degree in finance, economics, business, information systems, computer science, engineering, or a related discipline, or equivalent professional experience.
  • Typically 3–7 years of relevant experience in financial technology, banking, consulting, implementation, business analysis, customer success, product consulting, sales support, or presales.
  • Demonstrated client-facing experience involving discovery, problem solving, solution definition, opportunity development, or business consulting.
  • Strong discovery, active listening, consultative questioning, synthesis, and business-problem definition skills.
  • Commercial curiosity and ability to identify value, urgency, stakeholder needs, decision criteria, and opportunity potential.
  • Working knowledge of financial institutions, Treasury, Capital Markets, risk, operations, payments, lending, or related banking processes.
  • Ability to discuss workflows across Front Office, Middle Office/Risk, Back Office/Operations, Finance/Accounting, and Technology.
  • Clear, concise, confident communication with clients, sellers, specialists, and senior stakeholders.
  • Ability to articulate solution fit and business outcomes without relying on feature-led presentations.
  • Autonomy, sound judgment, accountability for next steps, and ability to involve the appropriate specialist when needed.
  • Collaborative seller partnership while preserving the seller’s ownership of the commercial opportunity.
  • Comfort with enterprise software, Salesforce or comparable CRM, Microsoft 365, presentations, AI-assisted tools, and virtual client engagement.
  • Ability to discuss cloud, APIs, integrations, data, reporting, security, and managed services at a business and solution-context level.
  • Fluent English.
  • Willingness and ability to travel across the Americas as required.

Nice To Haves

  • Experience with Treasury and Capital Markets platforms; deep expertise in every product is not required.
  • Professional Spanish is strongly preferred.
  • Portuguese is advantageous.

Responsibilities

  • Lead early client discovery and qualification conversations to understand business challenges, processes, pain points, impact, stakeholders, priorities, constraints, and desired outcomes.
  • Help clients clarify underlying business problems when initial requests are incomplete or product-led.
  • Partner with Sales and SDRs to identify likely solution fit, shape opportunities, improve qualification, and agree on pipeline-advancing next steps.
  • Contribute client insight, discovery questions, use cases, and value hypotheses to prospecting, account planning, and existing-client growth activities.
  • Assess opportunity quality and recommend whether to advance, reshape, redirect, defer, or qualify out.
  • Develop working familiarity with the use cases, value propositions, target markets, buyer personas, and boundaries of Teciem’s Treasury and Capital Markets products.
  • Translate client pain points into problem statements, initial solution narratives, value propositions, stakeholder maps, and engagement plans.
  • Guide less-experienced sellers on Treasury context and qualification while preserving the seller’s ownership of the commercial relationship and forecast.
  • Assist senior GSC consultants with Shape-Fit and Solution-Fit activities and progressively own defined client-facing workstreams.
  • Translate discovery into demonstration briefs and support presenter preparation, storyline, environment readiness, and client follow-up.
  • Support assigned RFI/RFP responses using the RFP AI team and approved content, coordinating necessary contributors and reviews for a high-quality, timely response.
  • Maintain accurate, decision-useful opportunity information in Salesforce and agreed GSC tools.
  • Use approved AI tools responsibly for research, summaries, discovery preparation, and proposal content while maintaining confidentiality, accuracy, source validation, and human review.
  • Work directly with client and prospect stakeholders across Treasury, Front Office, Middle Office/Risk, Back Office/Operations, Finance, and Technology, partnering with Sales and the wider organization.
  • Travel across the Americas as required.
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