Pre-Sales Engineer

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. Our Expanding Ecosystem: Paystand isn’t just a company—it’s a growing global network. 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. Why Paystand? What We Do: 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. Why We Do It: 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. How We Do It: 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 Us: Be part of something bigger. Join Paystand and help us lead the financial revolution. Role At A Glance As a Pre-Sales Engineer at Paystand, you’ll play a critical role in our revenue engine, acting as the technical expert and trusted advisor throughout the sales cycle. You’ll partner with Account Executives to deliver customized demos, navigate complex technical requirements, and architect solutions that integrate seamlessly with customers’ finance and ERP environments. Your deep understanding of midmarket ERP systems, ideally NetSuite, and accounting workflows will help you translate technical complexity into clear, compelling business value for finance leaders. This role is ideal for someone who thrives in fast-paced, cross-functional environments and enjoys influencing both pre-sales strategy and post-sale customer success. What You'll Do ● Technical Sales Partnership: Collaborate closely with Account Executives to guide prospects through technical discovery, product demonstrations, and solution design. ● Demo Leadership: Deliver tailored, engaging product demos to finance decision-makers, including Controllers, CFOs, and Accounting teams. ● Workflow Mapping: Understand and document customer workflows across Accounts Receivable, payment processing, and ERP systems; align those workflows with Paystand’s capabilities. ● Solution Architecture: Scope and define customer solutions, including custom workflows, integrations, and product configurations. ● Statements of Work: Translate solution designs into accurate, high-quality SOWs for implementation and handoff. ● Cross-Functional Collaboration: Partner with Product and Implementation teams to de-risk deals and ensure smooth post-sale transitions. ● Field Feedback: Share market and customer insights with Product and Engineering teams to inform roadmap planning. ● Pilot Ownership: Lead proof-of-concept or pilot engagements when needed to validate Paystand’s value in complex use cases. ● Sales Enablement: Train and coach the sales team on ERP-related product features, value messaging, and best practices in finance transformation. Qualifications Required ● 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