Head of Solutions Engineering

HEAD OF SOLUTIONS ENGINEERING

Reports to: CRO and CPO
Location: U.S. (remote with travel)
Working Title (flexible): Head of Solutions Engineering
(Alternate titles may include VP Solutions Consulting, Principal Solutions Engineer, Head of Pre-Sales. Our client prioritizes capability and fit over title.)

Why this role exists

Our client is scaling a proprietary deposit product optimization and campaign automation platform designed for community banks and credit unions. The platform combines advanced analytics, growth signal extraction, and AI-driven capabilities to enable personalized offers, relationship-based pricing, and strategic deposit growth.

This solution is central to the most critical decisions financial institutions make—how they price, package, and grow deposit relationships—and is positioned for executive-level buyers.

To support this growth, our client is seeking a modern Pre-Sales Leader who operates at the intersection of Product and Sales. This individual will serve as a credible and authoritative voice with prospects, at industry events, in RFPs, and across go-to-market efforts. This is the first hire in this function, with responsibility to build and scale the team. The role requires a player-coach mindset, not a passive leadership approach.

The shape of the person

Our client is seeking a storyteller first, technologist second, and trusted advisor always.

This individual can confidently engage a community bank CFO in a deep, unscripted conversation about deposit economics, relationship pricing, and the impact of AI on retail banking. They are equally effective presenting on industry stages and building compelling, hands-on product demonstrations that resonate with business leaders.

They have a strong, practical orientation toward AI—using it daily, building with it, and helping customers distinguish meaningful innovation from noise.

Must-haves

• Vendor-side experience selling technology to community banks and credit unions (required; buyer-side or large-bank-only experience is not sufficient)
• Strong storytelling ability and executive presence, including conference-stage and senior executive engagement
• Analytics fluency, including deposit pricing, profitability modeling, behavioral data, and cohort analysis
• Ability to interpret both financial statements and technical outputs (e.g., SQL) with ease
• Practical AI fluency, including hands-on experience using and building with AI tools, and the ability to demonstrate agentic workflows credibly
• Clear perspective on the distinction between AI-enabled features and AI-native products
• Familiarity with core banking and digital banking ecosystems (e.g., Jack Henry, Fiserv, FIS, Q2, Alkami, Apiture)
• Strong understanding of deposit products, fee income, tiered and relationship-based pricing, and relevant regulatory considerations
• Player-coach mindset, with willingness to lead early deals directly and build a team over time

Strong pluses

• Prior pre-sales or solutions engineering leadership experience within relevant fintech or banking technology organizations
• Background in product management or product marketing
• Experience with CRM and marketing automation platforms (e.g., Salesforce, HubSpot)
• Track record of building and scaling a pre-sales function from the ground up
• Active thought leadership presence (e.g., LinkedIn publishing, podcasts, conference speaking)

Interested?

If this sounds like you, we want to connect.

Our client is looking for a builder, a storyteller, and a credible voice at the intersection of product, sales, and AI. If you’re excited about shaping a category-defining platform and building a function from the ground up, this is a rare opportunity to do so.