Sales Engineer (Contract / Remote / N America)

2Oaks
  • Charlotte, North Carolina
  • Remote
    14 days ago

    Job Description

    Sales Engineer (Contract / Remote / North America)

    Not every opportunity is created equal. We're not a big-box consulting house deploying an army to facilitate death by PowerPoint. Were a specialist boutique firm that carefully selects the professionals we want to work with. When you step into one of our engagements, you're not just adding value, you're joining a circle of seasoned consultants trusted to deliver where others hesitate.

    Right now, were seeking a Sales Engineer (10+ years in Financial Services, ideally banking) for a contract role that will put you at the heart of a high-profile initiative. We are not pedestrian. This isnt routine. Its a role that will challenge you and certainly add credence to your career narrative.

    Apply or open the full brief below.

    About the Role

    Were seeking a Sales Engineer to act as the tech wingman for our software vendors sales team. This role is equal parts technical expertise and executive-calibre communication. Youll field complex questions, run demos, and ensure a smooth handover into implementation staying engaged to steward delivery where your knowledge of client needs and constraints makes the difference.

    Key Responsibilities

    • Serve as technical subject-matter-expert in pre-sales conversations: answer client questions about architecture, hosting, workflows, integration, security, etc.
    • Build and deliver compelling demo's tailored to client use cases.
    • Translate technical capabilities into clear business outcomes and use cases.
    • Communicate with confidence across all levels of the organisation,  from developers to executives with particular focus on C-suite and decision-makers.
    • Assist in the planning of implementation (Sales handoff) and liaise with delivery teams.
    • Remain engaged post-sale as a knowledge steward, ensuring promises translate into delivered value.
    • Travel occasionally to meet clients, attend strategic sessions, and represent the product at conferences.

    Must-Haves

    • 10+ years of experience in Financial Services (banking strongly preferred).
    • Degree in Computer Science, Engineering, Information Systems, or a related field (or equivalent proven experience).
    • Highly articulate, personable, and confident in both one-on-one and group settings.
    • Proven ability to engage, present, and influence at Executive level.
    • Exceptional ability to simplify complexity and communicate in plain language.
    • Strong technical foundation in software (SaaS/cloud, APIs, integrations, workflows).
    • Skilled in using diagrams and models to conceptualize and explain solutions.
    • Naturally curious, detail-oriented, and unafraid to ask questions.
    • Hands-on approach willing to roll up sleeves and get stuck in.
    • Track record in pre-sales, solution engineering, or customer-facing technical roles.
    • Must be based in North America (U.S. preferred, ideally South Atlantic region for proximity to Charlotte, NC).
    • Willingness to travel occasionally.

    Nice-to-Haves

    • Cloud platform knowledge (AWS, Azure, GCP).
    • Relevant certifications (AWS, Azure, TOGAF, security).
    • Familiarity with CRM, sales enablement tools, or structured pre-sales processes.
    • Experience bridging sales and delivery teams in enterprise environments.

    Why This Role Matters

    • Work in a specialist boutique consultancy trusted, discreet, high-impact.
    • Join a team of seasoned professionals who thrive on cutting through complexity.
    • Shape both sales outcomes and delivery success, with end-to-end involvement.
    • Flexible remote engagement with occasional travel.
    • Gain exposure to a leading software platform at the forefront of its market.
    • Work on diverse, high-profile client engagements where your impact is clear.

    Compensation & Support

    • Attractive pay rates that reflect the seniority and impact of the role.
    • Assistance and guidance on incorporation setup for independent consultants who need support with business registration.

    Call-to-Action

    Were looking for someone who enjoys the challenge and fun of navigating diverse client needs while championing a leading software platform alongside a team of seasoned professionals. If that sounds like you, send us your resumé and lets talk.

    Numbers & Facts

    LocationCharlotte, North Carolina (
    Remote
    )

    Skills

    • Amazon Web Services (AWS)unmatched
    • Application Programming Interface (API)unmatched
    • Banking Servicesunmatched
    • Business Supportunmatched
    • Cloud Computingunmatched
    • Communication Skillsunmatched
    • Computer Scienceunmatched
    • Conferencesunmatched
    • Consultingunmatched
    • Customer Relationsunmatched
    • Customer Relationship Management (CRM)unmatched
    • Detail Orientedunmatched
    • Financial Servicesunmatched
    • GCP (Good Clinical Practices)unmatched
    • Information Technology & Information Systemsunmatched
    • Microsoft PowerPointunmatched
    • Microsoft Windows Azureunmatched
    • Post-Salesunmatched
    • Pre-Salesunmatched
    • Presentation/Verbal Skillsunmatched
    • Product Demonstrationunmatched
    • Resolve Customer Issuesunmatched
    • Salesunmatched
    • Sales Toolsunmatched
    • Sales/Support Engineering (SE)unmatched
    • Software as a Service (SaaS)unmatched
    • Solution Salesunmatched
    • TOGAF - The Open Group Architecture Frameworkunmatched
    • Use Casesunmatched
    • Web Hostingunmatched
    • Willing to Travelunmatched

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