Technical Sales Engineer (Pre-sales)
DUTIES AND RESPONSIBILITIES
A. Technical Sales (35%)
- Initiate, foster, and grow customer relationships with the objective of becoming a
trusted technical and business advisor.
- Partner with Sales to identify customer needs, business challenges, opportunities,
and desired outcomes.
- Conduct discovery sessions, requirements workshops, and stakeholder interviews
with business and technical teams.
- Develop a deep understanding of customers' business models, technology
environments, and strategic objectives.
- Translate customer challenges into compelling and commercially viable solution
propositions.
- Support Sales in progressing opportunities from initial discovery through proposal,
negotiation, and closure.
- Build long-term relationships with customers and proactively identify opportunities for
upsell, cross-sell, and expansion.
B. Solution Architecture & Design (5%)
- In coordination with the company CTO, CISO, IT head, IT Operations head, Product
head and Application Development head, create fit-for-purpose solution architectures
that address customer problems, particularly in the areas of digital wallets, digital
payments, loyalty, and rewards.
- Translate business and technical requirements into solution designs, workflows,
integration approaches, and use cases.
- Develop solution concepts that balance customer requirements, product capabilities,
technical feasibility, implementation effort, and commercial considerations.
- Work closely with Product and IT teams to assess product capabilities, integration
requirements, and potential product enhancements.
- Define and communicate API, system integration, data flow, and third-party
integration requirements where applicable.
- Prepare solution architecture documents, process flows, presentations, technical
proposals, and other customer-facing materials.
- Ensure proposed solutions are scalable, secure, commercially viable, and aligned
with the customer's business objectives.
C. Product Demonstrations & Sales Enablement (30%)
- Lead compelling product demonstrations, solution presentations, workshops, and
executive briefings.
- Clearly communicate technical concepts and product capabilities to both technical
and non-technical stakeholders.
- Develop customized demos and solution narratives based on specific customer use
cases.
- Support the preparation of RFPs, RFIs, tenders, proposals, and technical responses.
- Work with Sales to develop strong value propositions and competitive positioning.
- Continuously develop knowledge of fintech, SaaS, digital payments, wallets, loyalty,
and emerging industry trends.
D. Implementation & Solution Assurance (20%)
- Lead and coordinate systems and quality assurance activities to help ensure
successful solution implementation.
- Work closely with Project Delivery and implementation teams to validate that the
delivered solution aligns with the agreed customer requirements and solution
architecture.
- Ensure efficient design implementation through effective orchestration and
coordination between customers and implementation teams.
- Support resolution of technical and functional issues that arise during
implementation.
- Identify potential implementation risks early and work with relevant stakeholders to
develop mitigation plans.
- Participate in solution reviews, testing, UAT, and implementation readiness activities
where required.
- Ensure proper handover of solution requirements, architecture, assumptions, and
customer expectations from Sales to Delivery.
- Help maintain alignment between the commercially sold solution and the solution
ultimately implemented.
E. Cross-Functional Collaboration (10%)
- Work closely with Sales, Product, IT Operations, Project Delivery, and Customer
Support teams throughout the customer lifecycle.
- Act as the technical liaison between customers and internal implementation teams.
- Communicate customer feedback and market requirements to Product teams to
support continuous product improvement.
- Help identify product gaps, integration challenges, and opportunities to improve the
company's solution offering.
- Contribute to improving the overall sales process, solution quality, customer
experience, and win rate.
F. Perform other functions that may be assigned from time-to-time.
G. Key Performance Indicators (KPIs)
- Improved sales win rate through stronger technical and solution engagements.
- Increased conversion of qualified opportunities into successful deals.
- Stronger and deeper customer relationships and trusted-advisor positioning.
- High-quality discovery sessions, demonstrations, proposals, and solution architectures.
- Successful alignment between customer requirements, proposed solutions, and
delivered implementations.
- Reduced implementation risks through effective solution and quality assurance.
- Effective coordination between customers, Sales, Product, and Project Delivery teams.
- Increased customer satisfaction and opportunities for account expansion and cross-
selling.
- Continuous improvement of the company's solutions, sales approach, and customer
engagement model.
H. Working Relationships
- Internal
- Sales
- Product Management
- Application Development
- IT Operations
- IT Security team
- Project Delivery / Implementation Teams
- Customer Support
- External
- Clients / Prospective Customers
- Third-party Vendors and Service Providers
- Software / Technology Partners
EXPERIENCE REQUIREMENT
Education :
Bachelor's degree in Information Technology, Computer Science,
Engineering, Business, Finance, or a related discipline is preferred.
Experience :
- 3 to 5 years of relevant experience in banking, fintech, payments,
financial technology, or enterprise software.
- Experience in Technical Sales, Pre-Sales, Solutions Consulting,
Solution Architecture, Business Analysis, or a similar customer-facing
role.
Technical Skills :
- Strong understanding of digital payments, digital wallets, APIs, and
rewards/loyalty solutions.
- Experience with REST APIs, API integrations, microservices, and
third-party integrations.
- Strong understanding of technology and system integration, with the
ability to translate business requirements into technical solutions.
- Familiarity with UAT, QA, solution validation, and implementation
governance.
Domain Knowledge :
- SaaS / cloud-based fintech platforms.
- Digital wallet ecosystems, payment gateways, merchant acquiring,
issuing, or other payment solutions.
- Loyalty, rewards, customer engagement, or personalization
platforms.
- Exposure to financial services security, regulatory, and compliance
requirements.
Core Competencies/Behavioral Skills :
- Commercially minded, proactive, and comfortable operating within a
sales environment.
- Strong presentation and executive communication skills; confident
engaging senior business, technology, and executive stakeholders.
- Strong ability to translate customer challenges into winning,
differentiated solutions.
- Strong stakeholder management and relationship-building skills.
- Ability to coordinate effectively across customers, Sales, Product,
Engineering, and Delivery teams.
- Strong analytical, problem-solving, and communication skills.
Pay: Php50,000.00 - Php70,000.00 per month
Work Location: In person
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