Pre-Sales Engineer

Paystand•San Francisco, CA

3d•Onsite

About The Position

At Paystand, we’re not just another fintech company—we’re trailblazers in decentralized finance (DeFi), transforming how businesses manage their finances. With thriving hubs in Santa Cruz, San Francisco, Austin, Minneapolis, Mexico City, Hermosillo, and Guadalajara, we’re leading a global revolution in financial systems. Recognized on the Inc. 5000 list for five consecutive years, we’re among the fastest-growing companies reshaping the future of finance. With the strategic acquisitions of Teampay, a leader in spend management, and Yaydoo, a top AR and AP platform in Latin America, we’re building an expansive ecosystem designed to revolutionize financial operations and fuel business growth worldwide. By harnessing the power of blockchain technology, we digitize receivables, automate financial processes, reduce time-to-cash, lower transaction costs, and unlock new revenue streams for businesses. We’re driven by a mission to revolutionize digital payments and decentralize finance, creating a more open, inclusive, and transparent financial ecosystem, starting with B2B payments. As change-makers in the DeFi movement, we don’t just follow trends—we set them. If you’re passionate about shaping the future of fintech and eager to redefine what financial technology should look like, Paystand is the place where you can make a significant impact. Join Paystand and help us lead the financial revolution.

Requirements

3+ years in a Sales Engineer, Solutions Consultant, ERP Consultant, or similar role
Deep knowledge of midmarket ERP systems, ideally NetSuite
Background in finance or accounting; CPA, CMA, or accounting degree strongly preferred
Excellent verbal and written communication, with the ability to explain technical concepts to finance and non-technical audiences
Proven ability to deliver compelling product demonstrations and map workflows in real time
Experience in B2B SaaS, preferably fintech, payments, or AR automation

Nice To Haves

Hands-on AI knowledge and experience using automation to scale your work
Familiarity with the broader midmarket ERP landscape, such as Sage Intacct, Acumatica, Microsoft Dynamics, Rillet, or Campfire
Experience with payment workflows, API integrations, or platform-based sales
Strong storytelling and persuasion skills during sales presentations

Responsibilities

Collaborate closely with Account Executives to guide prospects through technical discovery, product demonstrations, and solution design.
Deliver tailored, engaging product demos to finance decision-makers, including Controllers, CFOs, and Accounting teams.
Understand and document customer workflows across Accounts Receivable, payment processing, and ERP systems; align those workflows with Paystand’s capabilities.
Scope and define customer solutions, including custom workflows, integrations, and product configurations.
Translate solution designs into accurate, high-quality SOWs for implementation and handoff.
Partner with Product and Implementation teams to de-risk deals and ensure smooth post-sale transitions.
Share market and customer insights with Product and Engineering teams to inform roadmap planning.
Lead proof-of-concept or pilot engagements when needed to validate Paystand’s value in complex use cases.
Train and coach the sales team on ERP-related product features, value messaging, and best practices in finance transformation.

Benefits

Salary range of $105,000–$145,000 per year , based on experience and industry background, plus a 15% on-target bonus
Generous PTO and sick leave, because we believe in balance
401(k) retirement plan with employer matching
Comprehensive health, dental, and vision insurance plans
Free snacks and paid lunches in the office
Stock options so you can own a piece of our success
Best-in-class tools and equipment to help you thrive
Strong growth opportunities as we continue to rapidly expand

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume