Solutions Engineer (Pre-sales)
Boost your chances before you apply.
PortX
US
Summary
Partner with account executives to design and present tailored technical integration solutions for banking and fintech clients. Drive the sales cycle by gathering requirements, delivering product demonstrations, and acting as a trusted advisor to prospects.
Job Description
Solutions Engineer (Pre-sales)
Full-time
PortX is a leading AI-powered data and integration company for modern banking, bringing systems together and data to life through our unified platform for modern integration, governed customer 360 data, and next-generation payments. We're in strong growth mode, with an exciting opportunity for a Solutions Engineer (Pre-sales) to join the team, working in a high-impact environment, with a great culture that's open and rewarding, so it's a great time to join our growing team.
Role Overview
PortX is seeking a highly motivated Solutions Engineer to partner closely with sales and support customers throughout the sales cycle. You will play a critical role in understanding customer integration requirements, designing and presenting tailored solutions, delivering compelling product demonstrations, and acting as a trusted advisor to prospects and customers.
This is an ideal opportunity for someone with a strong technical background, excellent communication skills, and experience in integration technologies who enjoys combining solution design, customer engagement, and strategic sales support.
Key Responsibilities
- Partner with Account Executives on account planning and opportunity strategy
- Drive solution selling throughout the sales cycle
- Gather and analyze customer integration requirements and business use cases
- Scope and design technical solutions that integrate with core banking systems and fintech applications that are compatible with their current existing infrastructure
- Prepare and present solution proposals and technical recommendations
- Package and deliver product, platform, and solution demonstrations
- Build credibility as a trusted advisor to prospects and customers
- Collaborate with the Customer Experience team to ensure effective knowledge transfer during handoff from sales to delivery
- Willingness to travel for onsite customer meetings (10-20%)
Required Skills and Experience
- Strong technical background, including leveraging AI tools in your work
- Experience designing and supporting integration solutions
- Strong understanding of APIs, services, and modern integration patterns
- Ability to create and present technical solution designs clearly and effectively
- Excellent written and verbal communication skills, with the ability to articulate technical concepts to both technical and non-technical audiences
- Comfortable leading white-boarding sessions and engaging directly with customers
Required Soft Skills
- Strong problem-solving skills, with the ability to perform high-level discovery and translate complex requirements into practical solutions and demos
- Excellent spoken and written English communication skills
- Self-motivated and able to work effectively in a remote environment
- Highly organized, with strong prioritization and time management skills
- Flexible and responsive, with the ability to adapt to changing priorities and tight deadlines
- Confident, customer-facing presence with the ability to build trust and engagement
This is a chance to join a fast-growing company at the forefront of AI-powered banking integration and data innovation. You will work in a collaborative, high-impact environment where your technical expertise and customer-facing skills directly influence business growth and customer success. At this stage, ownership isn't a talking point - It's the job. You'll drive your space end to end, which means your time and availability flex with what the work actually needs, not a fixed clock. If that type of environment is energizing rather than exhausting, you'll thrive here.
PortX Principles
- Do Everything with Purpose
- Challenge the Ordinary
- Check your Ego at the Door
Benefits
- Competitive compensation: Equity opportunities at a venture-backed startup
- High Impact Role: Have a direct and immediate impact on revenue & scaling the business
- Insurance (medical, dental, vision)
- 401(k)
- Unlimited PTO
- Be a part of a collaborative and highly motivated team culture where your voice is heard and you're not just a number in a big company
US, Remote role - Easter/Central timezone preferred
US Citizenship required - No Visa Sponsorship available
English Language Proficiency - B2 required
PortX is a technology company focused on integration software for financial services. The PortX Integration-Platform-as-a-Service (iPaaS) was built with FIs in mind and delivers open access to data, simplified application connectivity, and accelerated adoption of new technologies and networks. Our solutions enable interoperability between internal systems and customer services such as online banking, credit checks, mortgage and loan applications, and more. This enables rapid delivery of innovative products, optimized customer experiences, and a 360-degree view of customers. For more information, please visit www.portx.io.
Founded
2013
Company size
51-200 employees
Industry
Software Development
Org type
Privately Held
Headquarters
Mercer Island, Washington
PortX is a technology company focused on integration software for financial services. The PortX Integration-Platform-as-a-Service (iPaaS) was built with FIs in mind and delivers open access to data, simplified application connectivity, and accelerated adoption of new technologies and networks. Our solutions enable interoperability between internal systems and customer services such as online banking, credit checks, mortgage and loan applications, and more. This enables rapid delivery of innovative products, optimized customer experiences, and a 360-degree view of customers. For more information, please visit www.portx.io.
Founded
2013
Company size
51-200 employees
Industry
Software Development
Org type
Privately Held
Headquarters
Mercer Island, Washington