What are the responsibilities and job description for the Pre-Sales Engineer position at Paystand?
At Paystand, we’re not just another fintech company—we’re trailblazers in decentralized finance (DeFi), transforming how businesses manage their finances. With thriving hubs in Santa Cruz, San Francisco, Austin, Minneapolis, Mexico City, Hermosillo, and Guadalajara, we’re leading a global revolution in financial systems. Recognized on the Inc. 5000 list for five consecutive years, we’re among the fastest-growing companies reshaping the future of finance.
Our Expanding Ecosystem: Paystand isn’t just a company—it’s a growing global network. With the strategic acquisitions of Teampay, a leader in spend management, and Yaydoo, a top AR and AP platform in Latin America, we’re building an expansive ecosystem designed to revolutionize financial operations and fuel business growth worldwide.
Why Paystand?
What We Do: By harnessing the power of blockchain technology, we digitize receivables, automate financial processes, reduce time-to-cash, lower transaction costs, and unlock new revenue streams for businesses.
Why We Do It: We’re driven by a mission to revolutionize digital payments and decentralize finance, creating a more open, inclusive, and transparent financial ecosystem, starting with B2B payments.
How We Do It: As change-makers in the DeFi movement, we don’t just follow trends—we set them. If you’re passionate about shaping the future of fintech and eager to redefine what financial technology should look like, Paystand is the place where you can make a significant impact.
Join Us: Be part of something bigger. Join Paystand and help us lead the financial revolution.
Role At A Glance
As a Pre-Sales Engineer at Paystand, you’ll play a critical role in our revenue engine—acting as the technical expert and trusted advisor during the sales cycle. You’ll partner with Account Executives to deliver customized demos, navigate complex technical requirements, and architect solutions that seamlessly integrate with customers’ finance and ERP environments. Your deep understanding of midmarket ERP systems (ideally NetSuite) and accounting workflows will empower you to convert technical complexity into clear, compelling value propositions. This role is ideal for someone who thrives in fast-paced, cross-functional environments and enjoys influencing both pre-sales
strategy and post-sale success.
What You'll Do
Required
We understand that no candidate is perfectly qualified for any job. Experience manifests in diverse ways, skills are transferable, and passion is a powerful driver. Your journey and skills are unique, and we value the richness that diverse perspectives bring to our team.
More than a resume, we prioritize a genuine commitment, impactful contributions, and the ability to thrive in our dynamic, collaborative environment. We are enthusiastic about providing you with opportunities to learn and grow within this role. If your experience aligns closely with what we're seeking, we encourage you to apply.
We celebrate the belief that diversity in backgrounds and thoughts fuels better problem-solving and fosters more creative thinking. Our commitment to adding new perspectives to the team reflects our dedication to innovation and inclusivity.
Your journey is important to us, and we look forward to the possibility of welcoming you to our team at Paystand. Feel free to reach out; we can't wait to hear from you.
All roles are on-site only. Only English resumes will be considered.
Our Expanding Ecosystem: Paystand isn’t just a company—it’s a growing global network. With the strategic acquisitions of Teampay, a leader in spend management, and Yaydoo, a top AR and AP platform in Latin America, we’re building an expansive ecosystem designed to revolutionize financial operations and fuel business growth worldwide.
Why Paystand?
What We Do: By harnessing the power of blockchain technology, we digitize receivables, automate financial processes, reduce time-to-cash, lower transaction costs, and unlock new revenue streams for businesses.
Why We Do It: We’re driven by a mission to revolutionize digital payments and decentralize finance, creating a more open, inclusive, and transparent financial ecosystem, starting with B2B payments.
How We Do It: As change-makers in the DeFi movement, we don’t just follow trends—we set them. If you’re passionate about shaping the future of fintech and eager to redefine what financial technology should look like, Paystand is the place where you can make a significant impact.
Join Us: Be part of something bigger. Join Paystand and help us lead the financial revolution.
Role At A Glance
As a Pre-Sales Engineer at Paystand, you’ll play a critical role in our revenue engine—acting as the technical expert and trusted advisor during the sales cycle. You’ll partner with Account Executives to deliver customized demos, navigate complex technical requirements, and architect solutions that seamlessly integrate with customers’ finance and ERP environments. Your deep understanding of midmarket ERP systems (ideally NetSuite) and accounting workflows will empower you to convert technical complexity into clear, compelling value propositions. This role is ideal for someone who thrives in fast-paced, cross-functional environments and enjoys influencing both pre-sales
strategy and post-sale success.
What You'll Do
- Technical Sales Partnership: Collaborate closely with Account Executives to guide prospects through technical discovery, product demonstrations, and solution design.
- Demo Leadership: Deliver tailored, engaging product demos to finance decision-makers (Controllers, CFOs, Accounting teams).
- Workflow Mapping: Understand and document customer workflows in Accounts Receivable, payment processing, and ERP systems; align those with Paystand’s capabilities.
- Solution Architecture: Scope and define customer solutions, including custom workflows, integrations, and product configurations.
- Statements of Work (SOWs): Translate solution designs into accurate, high-quality SOWs for implementation and handoff.
- Cross-Functional Collaboration: Partner with Product and Implementation teams to de-risk deals and ensure smooth post-sale transitions.
- Field Feedback: Share market and customer insights with Product and Engineering teams to inform roadmap planning.
- Pilot Ownership: Lead proof-of-concept or pilot engagements when required to validate Paystand’s value in complex use cases.
- Sales Enablement: Train and coach the sales team on ERP-related product features, value messaging, and best practices in finance transformation.
Required
- 3 years in a Sales Engineer, Solution Consultant, ERP Consultant, or similar
- Deep knowledge of midmarket ERP systems, ideally NetSuite
- Background in finance or accounting (CPA, CMA, or accounting degree
- Excellent verbal and written communication; able to explain technical
- Proven ability to deliver compelling product demonstrations and visualize
- Experience in B2B SaaS—preferably fintech, payments, or AR automation
- Hands on AI knowledge and ability to automate tasks so you can scale.
- Familiarity with the midmarket ERP landscape like Sage Intacct, Acumatica,
- Experience with payment workflows, API integrations, or platform-based sales
- Strong storytelling and persuasion skills during sales presentations
- We’re on a mission to reinvent commercial finance—bringing B2B payments
- Join a team that’s passionate about product innovation, customer success,
- Work with some of the most forward-thinking finance teams in the industry.
- Salary ranging from 100,000-140,000 per year, based on experience and industry 15% on target bonus.
- Enjoy generous PTO and sick leave, because we believe in balance.
- 401(k) retirement plan with employer matching.
- We've got your health covered with comprehensive health dental and vision insurance plans.
- Fuel your days with free snacks and paid lunches in the office.
- Unlock stock options and own a piece of our success!
- Work with the best tools and equipment, setting you up to thrive.
- And the best part? Endless growth opportunities await you as we rapidly expand!
We understand that no candidate is perfectly qualified for any job. Experience manifests in diverse ways, skills are transferable, and passion is a powerful driver. Your journey and skills are unique, and we value the richness that diverse perspectives bring to our team.
More than a resume, we prioritize a genuine commitment, impactful contributions, and the ability to thrive in our dynamic, collaborative environment. We are enthusiastic about providing you with opportunities to learn and grow within this role. If your experience aligns closely with what we're seeking, we encourage you to apply.
We celebrate the belief that diversity in backgrounds and thoughts fuels better problem-solving and fosters more creative thinking. Our commitment to adding new perspectives to the team reflects our dedication to innovation and inclusivity.
Your journey is important to us, and we look forward to the possibility of welcoming you to our team at Paystand. Feel free to reach out; we can't wait to hear from you.
All roles are on-site only. Only English resumes will be considered.