Pre-Sales Engineer

iBusiness Funding

2d•Remote

About The Position

We are a technology company focused on transforming how financial institutions operate, with a specialization in workflow solutions for the LendTech ecosystem. Our platform helps banks and lenders streamline complex, document-heavy processes—enabling faster, more consistent credit decisioning while maintaining strong risk and compliance controls. As a Pre-Sales Engineer, you will play a highly client-facing role, with primary responsibility for leading and delivering impactful product demonstrations that drive technical sales success. You will partner closely with Sales, Product, and Engineering to translate lending workflows—such as credit underwriting, document analysis, and risk review—into tailored demo experiences and solution designs that clearly communicate business value. You will own and deliver customized demos that drive customer understanding and influence buying decisions, helping prospects envision how to reduce manual work, improve turnaround times, and enhance auditability through intelligent workflows. You will be accountable for impacting pipeline progression, deal velocity, and win rates through demo excellence, while connecting technical capabilities to measurable business outcomes and confidently presenting to both technical and business stakeholders. The ideal candidate brings strong knowledge of financial services—particularly commercial lending—experience supporting enterprise sales cycles with Tier 1 banks. They leverage demos as a primary tool to engage, educate, and advance opportunities. They take ownership of demo strategy across the full sales lifecycle, from initial demos through technical validations and executive presentations. They help define and elevate demo best practices across the organization. Passion for improving banking operations and a solid understanding of how analytics drive better outcomes are essential.

Requirements

3–7+ years of experience in a pre-sales, solutions engineering, or technical consulting role, with significant responsibility for delivering client demos
Proven expertise in leading high-impact product demonstrations, including tailoring content to diverse stakeholders and driving engagement in live settings
Experience working with financial institutions, preferably in lending, credit, or risk workflows
Strong ability to translate customer discovery insights into compelling demo narratives and technical presentations
Familiarity with SaaS platforms, APIs, and system integrations, with the ability to confidently showcase these within demo environments
Experience working in cross-functional teams, especially with Sales, Product, and Engineering
Ability to connect business problems to technical solutions and clearly communicate value propositions, particularly during interactive demos and client discussions
Excellent presentation, storytelling, and communication skills, with confidence in client-facing demo scenarios
Ability to quickly learn new technologies and adapt to evolving product capabilities
Strong problem-solving skills and a customer-first mindset

Nice To Haves

Prior experience in an environment selling to financial institutions is an advantage

Responsibilities

Own and lead client-facing product demonstrations as the primary responsibility of the role, delivering compelling, tailored demos that drive customer understanding, differentiate the solution, and influence buying decisions
Partner with Account Executives to support the full sales cycle, with a strong emphasis on demo strategy, execution, and iteration from discovery through close
Lead technical discovery conversations to deeply understand customer workflows, challenges, and requirements in order to craft highly relevant and impactful demo experiences
Act as a subject matter expert in designing, customizing, and continuously refining demo narratives, environments, and assets aligned to customer use cases and personas
Build and execute proof-of-concepts (POCs) that extend demo value into real-world customer scenarios
Translate complex technical concepts into clear business outcomes for both technical and non-technical audiences, especially within live demo and presentation settings
Serve as the primary technical presenter in client engagements, driving demos, confidently handling questions, objections, and driving technical validation discussions.
Support Sales team in responding to RFPs and client questions, incorporating demo-driven insights and solution positioning
Collaborate with Product and Engineering teams to relay customer feedback gathered through demos and influence roadmap priorities
Develop and maintain scalable, reusable demo assets, scripts, and solution frameworks to improve consistency and efficiency
Support onboarding and early-stage customer success as needed to ensure continuity from sale to implementation
Stay current on industry trends, competitive landscape, and emerging technologies to continuously enhance demo effectiveness and relevance. Differentiate our platform against competitors in live client scenarios