Global Solutions Engineer

Key Responsibilities

• Lead early client discovery and qualification conversations to understand business challenges, current processes, pain points, impact, stakeholders, priorities, constraints, and desired outcomes.
• Help clients clarify the underlying business problem when the initial request is incomplete or product-led.
• Partner with Sales and SDRs to identify likely solution fit, shape opportunities, improve qualification, and agree next steps that advance pipeline.
• Contribute client insight, discovery questions, use cases, and value hypotheses to prospecting, account planning, and existing-client growth activities.
• Assess opportunity quality and recommend whether to advance, reshape, redirect, defer, or qualify out.
• Develop working familiarity with the use cases, value propositions, target markets, buyer personas, and boundaries of Teciem’s Treasury and Capital Markets products.
• Translate client pain points into clear problem statements, initial solution narratives, value propositions, stakeholder maps, and engagement plans.
• Guide less-experienced sellers on Treasury context and qualification while preserving the seller’s ownership of the commercial relationship and forecast.
• Assist senior GSC consultants with Shape-Fit and Solution-Fit activities and progressively own defined client-facing workstreams.
• Translate discovery into effective demonstration briefs and support presenter preparation, storyline, environment readiness, and client follow-up.
• Support assigned RFI/RFP responses using the RFP AI team and approved content, coordinating only the contributors and reviews necessary for a high-quality, on-time response.
• Maintain accurate, decision-useful opportunity information in Salesforce and agreed GSC tools.
• Use approved AI tools responsibly to support research, summaries, discovery preparation, and proposal content while maintaining confidentiality, accuracy, source validation, and human review.
• Knowledge and Skills
• Strong discovery, active listening, consultative questioning, synthesis, and business-problem definition skills.
• Commercial curiosity and the ability to identify value, urgency, stakeholder needs, decision criteria, and opportunity potential.
• Working knowledge of financial institutions, Treasury, Capital Markets, risk, operations, payments, lending, or related banking processes.
• Ability to discuss workflows across Front Office, Middle Office/Risk, Back Office/Operations, Finance/Accounting, and Technology.
• Clear, concise, confident communication with clients, sellers, specialists, and senior stakeholders.
• Ability to articulate solution fit and business outcomes without relying on feature-led presentations.
• Autonomy, sound judgment, accountability for next steps, and the ability to involve the right specialist at the right time.
• Collaborative seller partnership without taking over the commercial opportunity.
• Comfort with enterprise software, Salesforce or comparable CRM, Microsoft 365, presentations, AI-assisted tools, and virtual client engagement.
• Ability to discuss cloud, APIs, integrations, data, reporting, security, and managed services at a business and solution-context level.
• Experience and Qualifications
• Bachelor’s degree in finance, economics, business, information systems, computer science, engineering, or a related discipline, or equivalent professional experience.
• Typically 3–7 years of relevant experience in financial technology, banking, consulting, implementation, business analysis, customer success, product consulting, sales support, or presales.
• Demonstrated client-facing experience involving discovery, problem solving, solution definition, opportunity development, or business consulting.
• Experience with Treasury and Capital Markets platforms is advantageous, but deep expertise in every product is not required.
• Fluent English. Professional Spanish is strongly preferred; Portuguese is advantageous.
• Willingness and ability to travel across the Americas as required.
• Development Opportunity
• The successful candidate will build broad cross-portfolio knowledge, become independently effective in early discovery and opportunity advancement, and progressively own more complex client-facing solution work. Based on demonstrated capability and business demand, the consultant will develop expertise in an agreed primary product and progress toward Senior Solution Consultant.
• Diverse Minds, Shared Ambition
• At Teciem, we believe that our strength comes from the diversity of our people. Different perspectives, backgrounds, and experiences fuel our innovation and help us build solutions that truly make a difference in the world of financial technology.
• We’re committed to creating a workplace where everyone feels respected, heard, and empowered to grow. Here, you can bring your whole self to work, contribute your unique ideas, and be part of a team driven by shared ambition.
• We welcome talent from all walks of life and encourage applications from individuals of all genders, races, ages, abilities, identities, and beliefs. Together, we’re shaping a culture where diversity isn’t just celebrated — it’s essential to our success.