Technical Sales Engineer
Location: UK, Western Europe or Eastern United States (Remote) | Employment: Full-Time
Company Overview:
Invela is the first-of-its-kind open finance risk management network that infuses trust and confidence across the ecosystem through standardized accreditation, dynamic risk monitoring and insurance-backed warranty.
The Role:
We're seeking a versatile Technical Solutions Engineer to own both the technical sales and implementation journey for our open finance risk management solution. This unique role combines pre-sales technical consultation with hands-on implementation, providing end-to-end technical ownership of customer success with financial services organizations including banks and fintech partners.
Key Responsibilities:
Pre-Sales Technical Consultation:
* Lead technical discovery sessions and solution design workshops
* Create and deliver technical presentations and product demonstrations
* Design solution architectures tailored to client needs
* Develop proof-of-concept implementations
* Provide accurate technical scoping and implementation timelines
* Support RFP/RFI responses with technical content
Implementation and Onboarding:
* Drive end-to-end technical implementations post-sale
* Create and manage detailed project plans and timelines
* Lead technical workshops and training sessions
* Create technical implementation guides and documentation
* Lead API integration workflows, testing processes, and deployments
* Coordinate between internal technical teams and client stakeholders
* Manage sandbox testing and production deployment phases
Project and Stakeholder Management:
* Act as primary technical point of contact throughout customer lifecycle
* Manage technical relationships with partner teams
* Coordinate between technical teams, business stakeholders, and compliance
* Provide regular status updates and progress reports
* Handle technical escalations and problem resolution
* Monitor project risks and dependencies
Background & Skills
Technical Expertise Requirements:
* Knowledge of data protection frameworks and security standards relevant to financial services (e.g. ISO 27001, SOC 2, NIST)
* Experience with third-party risk management (TPRM) frameworks or security assessment methodologies
* Strong understanding of API security, RESTful APIs, and OAuth, including familiarity with cloud-based API deployments
* Familiarity with open banking standards and regulations (e.g. UK Open Banking, FDX, CFPB 1033)
* Understanding of financial data structures, banking systems, or payment flows
Qualifications:
* Bachelor's degree in Computer Science, Engineering, Cybersecurity, or related field
* 8+ years combined experience in technical sales, implementation, or technical risk consulting
* 5+ years experience in financial services, fintech, or cybersecurity — with exposure to banking, open banking, or third-party risk management
* Background in solution architecture or security assessment frameworks
* Experience with API platforms, integration technologies, or security tooling — with hands-on development or integration experience
* Demonstrated success managing complex technical implementations or risk assessment engagements
* Familiarity with financial services compliance and regulatory requirements
* Knowledge of project management methodologies
* Experience with CRM systems and sales methodologies
Soft Skills:
* Strong customer empathy and passion to drive expected customer outcomes
* Excellent technical communication and presentation abilities
* Strong project management and organizational capabilities
* Problem-solving and analytical thinking skills
* Ability to manage multiple complex projects simultaneously
* Experience leading technical workshops and training sessions
* Detail-oriented with strong documentation skills
* Ability to work remotely with customers or travel as needed for client meetings
Salary & Benefits: Competitive
Invela is an equal opportunity employer committed to building a diverse team.