The Role
Act as the technical partner to Account Executives during sales: lead discovery, design tailored solutions and demos, evaluate integrations and scalability, scope pre-sales implementation needs, and collaborate cross-functionally to ensure smooth handoffs and inform product roadmap.
Summary Generated by Built In
Jeeves is a groundbreaking financial operating system built for global businesses that provides corporate cards, cross-border payments, and spend management software within one unified platform. The company operates across 20+ countries including Brazil, Canada, Colombia, Mexico, the United Kingdom, across Europe, and the United States, and serves over 5,000 clients ranging from venture-backed startups to SMBs around the world. With a mission to empower businesses with more efficient and cost-effective financial solutions worldwide, Jeeves combines cutting-edge financial technology with exceptional team expertise to transform the business financial landscape. Jeeves has been recognized as one of The Information's 50 Most Promising Startups in 2023, as well as a Y Combinator Top Company 2021-2023 and won “Fintech of the Year" at the European Fintech Awards.
Since graduating from Y Combinator in 2020, Jeeves has successfully raised over $380 million and is backed by top world-class investors including Andreessen Horowitz, Y Combinator, CRV, Tencent, Stanford University, Clocktower Ventures, and founders of more than 15 unicorns including David Velez (Nubank), Carlos Garcia (Kavak) and Sebastián Mejía (Rappi).
As we expand our B2B Fintech solutions offering, we’re looking for a Solutions Engineer (also known as a Solutions Consultant) to bridge the gap between product capabilities and customer needs — someone who can translate business challenges into impactful, customized solutions.
The Solutions Engineer is the technical and consultative partner to the Account Executive during the sales process. You will act as the bridge between our clients, sales, and product, guiding prospects through discovery, crafting tailored demonstrations, and ensuring technical and business alignment. Your expertise will help customers see not just what Jeeves can do, but how it solves their unique financial and operational challenges.
Location: This role is based out of Sao Paolo, Brazil, and is a full-time hybrid position where it is required to come into our office in JK Iguatemi. #LI-HYBRID
What You’ll Do:
- Discovery & Solution Design: Lead deep-dive discovery sessions with prospects to uncover business processes, pain points, and goals. Map customer workflows, KPIs, and existing systems (ERPs, AP/AR, etc.). Translate findings into tailored Jeeves solutions that drive value and meaningful business outcomes. Scope out implementation requirements.
- Product Demonstrations: Deliver customized product demos for multiple personas — from CFOs and Controllers to Operations and Finance teams. Highlight business value, not just features, demonstrating ROI and process transformation.
- Technical & Business Fit: Partner with prospects to evaluate integration, scalability, and data flow needs. Collaborate with product and engineering teams to represent client requirements clearly. Serve as the technical authority during the sales cycle, ensuring accurate expectations and smooth handoffs to post-sales.
- Cross-Functional Collaboration: Work closely with Account Executives on strategy and deal execution. Collaborate with Key Account Managers (KAMs) for upsells and cross-sells within existing enterprise accounts. Communicate customer feedback and product insights to internal teams to inform roadmap decisions.
- Implementation Scoping (Pre-Sales): While not responsible for implementation, you will scope out the requirements for solution rollouts, ensuring that configurations are feasible, efficient, and aligned with customer goals.
What We’re Looking For:
- Experience: 3 years of experience in a Solutions Engineer / Consultant role within a SaaS financial technology or ERP-related company (e.g., Bill.com, Concur, Toptal, Salesforce, Oracle, or similar).
- Fintech Expert: Strong understanding of financial systems and processes — ideally with a finance or accounting background.
- Familiarity with SaaS solution selling, including conducting technical discovery and delivering customized demos.
- Experience engaging with enterprise clients and navigating complex deal cycles.
- Deep understanding of ERP or financial software workflows (AP/AR, expense management, GL structures, month-end close).
- Ability to translate business needs into product solutions — both technically and strategically.
- Clear and confident communicator across technical and non-technical audiences.
- English fluency required; additional Spanish is a plus.
- Comfortable working cross-functionally in a fast-paced, startup environment.
Skills Required
- 3 years experience in a Solutions Engineer or Consultant role within a SaaS financial technology or ERP-related company
- Strong understanding of financial systems and processes (AP/AR, expense management, GL, month-end close)
- Familiarity with SaaS solution selling, technical discovery, and delivering customized demos
- Experience engaging with enterprise clients and navigating complex deal cycles
- Ability to translate business needs into technical and strategic product solutions
- Clear and confident communicator across technical and non-technical audiences; English fluency required
- Comfortable working cross-functionally in a fast-paced startup environment
- Based in Sao Paolo, Brazil and able to work hybrid onsite at JK Iguatemi
- Finance or accounting background
- Spanish language skills
- Familiarity with platforms like Bill.com, Concur, Salesforce, or Oracle
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The Company
What We Do
Financial infrastructure built to power global businesses | [email protected] Jeeves (www.tryjeeves.com) is building international fintech infrastructure from scratch; this includes a global switching layer across countries and the ability to run all your company spend - corporate cards, non-card, and cross-border payment - on Jeeves. We are currently live in the US, Canada, the United Kingdom, Mexico, Brazil, Chile, Peru, Colombia, and Europe - launching in other locations shortly! ? Pay for anything. Anywhere. In your local currency. No fees and up to 3% cashback on spend. Join us.
