Solutions Engineer (Senior)

Reposted 15 Days Ago
4 Locations
In-Office or Remote
Senior level
Artificial Intelligence • Fintech • Software • Financial Services
Worth is the underwriting & onboarding platform that helps financial institutions say yes to small businesses, faster.
The Role
Partner with sales as the technical lead across pre- and post-sales: deliver demos and POCs, scope integrations, manage implementations and onboarding, create training and documentation, gather client feedback for product, and collaborate with Customer Success and Engineering to drive adoption and expansion for FinTech/RegTech customers.
Summary Generated by Built In

Worth AI is looking for a Senior Solutions Engineer to be a key technical partner throughout the pre-sales and post-sales lifecycle. In this role, you'll bridge the gap between complex customer requirements and Worth's AI-powered KYB, KYC, AML, and identity verification platform working closely with Sales, Customer Success, and Engineering to drive successful outcomes for financial institutions and fintechs of all sizes.

Responsibilities
  • Partner with the sales team as a technical expert during discovery, scoping, and solution design while owning the technical narrative from first call through close.
  • Lead and deliver tailored product demonstrations and proof-of-concept engagements that map Worth's capabilities directly to a prospect's compliance, onboarding, and underwriting workflows.
  • Develop and execute detailed implementation plans, timelines, and success criteria for new client deployments, ensuring smooth handoffs and a fast time-to-value.
  • Serve as the primary technical point of contact during onboarding, coordinating across internal engineering, product, and data teams to resolve integration questions and unblock client teams.
  • Design and deliver customer training programs and technical documentation to drive platform adoption and self-sufficiency.
  • Capture and synthesize client feedback post-implementation, partnering with Product to translate real-world use cases into roadmap input.
  • Collaborate with Customer Success Managers to identify expansion opportunities, close training gaps, and build enablement materials that support long-term account health.
  • Stay current on FinTech, RegTech, and AI trends particularly in KYB/KYC, AML, fraud detection, and SMB lending and bring that context into client conversations and internal strategy discussions.

Requirements
  • Bachelor's degree in Computer Science, Engineering, or a related field.
  • 5+ years in a Solutions Engineering, Sales Engineering, or Technical Implementation role within FinTech, RegTech, or a B2B SaaS platform serving financial institutions; startup or high-growth software environment experience is a strong plus.
  • Hands-on technical skills in SQL, Node.js, and React; comfortable working directly with developer teams on integration scoping, troubleshooting, and technical validation.
  • Working knowledge of AI technologies and their applications in FinTech; experience with KYB, KYC, AML, or fraud/identity verification workflows is a significant advantage.
  • Demonstrated ability to lead complex, multi-stakeholder implementations with competing timelines and technical requirements.
  • Exceptional communication skills able to translate technical concepts clearly for compliance officers, operations leaders, and C-suite stakeholders alike.
  • Strong problem-solving aptitude and a customer-first mindset; you treat client outcomes as your own.
  • Proven ability to operate both collaboratively and independently in a fast-paced environment.
  • Familiarity with project management methodologies and tools (Jira, Monday.com, or similar)

Benefits
  • Health Care Plan (Medical, Dental & Vision)
  • 401 (k)
  • Life Insurance
  • Flexible Paid Time Off
  • 9 paid Holidays
  • Work From Home
  • Free Food & Snacks (for those in Orlando, FL)

Skills Required

  • Bachelor's degree in Computer Science, Engineering, or a related field
  • 5+ years in Solutions Engineering, Sales Engineering, or Technical Implementation within FinTech, RegTech, or B2B SaaS
  • Hands-on technical skills in SQL, Node.js, and React; able to work directly with developer teams on integration scoping, troubleshooting, and technical validation
  • Working knowledge of AI technologies and their applications in FinTech
  • Experience with KYB, KYC, AML, or fraud/identity verification workflows
  • Demonstrated ability to lead complex, multi-stakeholder implementations with competing timelines and technical requirements
  • Exceptional communication skills able to translate technical concepts for compliance officers, operations leaders, and C-suite stakeholders
  • Strong problem-solving aptitude and a customer-first mindset
  • Proven ability to operate collaboratively and independently in a fast-paced environment
  • Familiarity with project management methodologies and tools (Jira, Monday.com, or similar)
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The Company
HQ: Winter Park, Florida
70 Employees
Year Founded: 2023

What We Do

Worth is the AI-powered platform that consolidates onboarding, underwriting, and risk monitoring for fintechs, lenders, payment processors, and financial institutions. Founded in 2023, we built Worth to replace slow, manual underwriting with a single system that verifies, scores, and monitors small and medium-sized businesses (SMBs) in real time. At the center of the platform is Crosswalking Technology. Our proprietary AI/ML models intelligently match businesses across disparate data sources, ensuring the highest level of accuracy and reliability in SMB entity resolution. By integrating multiple first- and third-party authoritative data sources into our crosswalk-matching logic, Worth ensures that businesses are correctly identified, even in cases of duplicate addresses, name variations, or incomplete records. This data moat spans 186 integrations and 25 global and local partners across 200+ countries and territories, resolving fragmented SMB signals into a database of 350M+ SMBs with a 98% data match rate. Our product suite — Worth Pre-Fill, Custom Onboarding, Case Management, Decisioning Engine, Perpetual Risk Monitoring, and Worth Wallet — is available via API, SDK, or fully white-labeled, enabling financial institutions to consolidate their entire onboarding and underwriting stack into one platform. Customers using Worth have increased approval rates by 37%+, reduced application abandonment by 43%+, cut vendor costs by 25%, and reduced time to revenue by 55%+. We're SOC 2 Type II certified and GDPR and CCPA compliant, and have raised $55M in funding to date. Today, 50+ customers rely on Worth to onboard and underwrite their SMB customers faster and more accurately.

Why Work With Us

We're solving a genuinely hard problem: turning fragmented SMB data into one durable, explainable identity that banks and lenders can trust. Backed by $55M in funding and already live with 50+ customers, we're a tight-knit team with real traction, where your work would help shape the roadmap.

Worth Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Not Specified
HQOrlando

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