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Bond is a Treasury Management System with AI built into its foundation, trusted by leading companies like Super Group, ASOS, and Binance. Bond centralizes treasury operations and transforms every data point into actionable insights to save time, mitigate risk, and turn data into revenue. The platform offers end-to-end solutions for cash positioning, investment management, liquidity management, risk mitigation, and financial oversight. Bond is dedicated to transforming treasury management with innovative technology.
Role Overview
As a Sales Engineer, you’ll be the technical expert supporting the sales team in engaging with prospects and clients. You will lead product demonstrations, gather client requirements, provide tailored solutions, and help design proof-of-concept workflows. This is a cross-functional role interfacing with Sales, Product, and Implementation teams to bridge client needs with our technology capabilities.
Key Responsibilities
* Partner with the sales team to understand client needs and present relevant product solutions.
* Deliver compelling product demonstrations and technical presentations to finance, treasury, and IT stakeholders.
* Act as the subject matter expert (SME) for the platform’s treasury modules (cash positioning, cash forecasting, bank connectivity, risk management, etc.).
* Translate business and technical requirements into solutions and proposals.
* Collaborate with Product and Engineering teams to address gaps and prioritize client needs.
* Support RFP/RFI responses, solution architecture documentation, and POCs.
* Gather market feedback to influence product roadmap and feature development.
* Assist in onboarding handovers and early-stage client configuration.
* Stay current with trends in corporate treasury, financial risk, banking APIs, and regulatory changes.
Qualifications
Must-Have:
* 3–7 years of experience in a Presales, Solutions Consulting or Treasury roles within fintech, banking, or SaaS.
* Strong understanding of corporate treasury functions and workflows.
* Familiarity with treasury systems, cash forecasting, liquidity management, bank connectivity (SWIFT, APIs), and financial risk.
* Excellent communication skills with the ability to convey complex topics to non-technical stakeholders.
* Proficiency in demo tools (e.g., Salesforce, HubSpot, Postman, Tableau, or custom UI environments).
Nice-to-Have:
* Prior experience with Treasury Management Systems (TMS)
* Finance or accounting degree preferred; CFA, CTP, or similar certification is a plus.
Why Join Us?
* Be part of a mission-driven fintech startup disrupting the legacy treasury space.
* Work with experienced founders and an innovative product team.
* Competitive salary, commission options, and growth opportunities.
* High performance environment
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Software Development
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