A DAY IN THE LIFE:

As an Implementations Consultant, you’ll guide customers and partners through smooth, effective implementations of our financial technology products. Acting as the primary liaison between our company and its clients, you’ll ensure seamless integration and proper adoption of best practices. In addition, you’ll collaborate with internal teams to advocate for customer needs, clarify requirements, and coordinate the resources necessary to address any concerns that arise.

Similar job titles: Professional Services Consultant, Customer Success Consultant, Implementation Specialist

Base Salary:  $57,000 - $90,000

WHAT WE’LL TRUST YOU TO DELIVER:

• Customer Management: Build and nurture strong relationships with external customers and partners, understanding their goals, and aligning them with our fintech offerings.
• Consultation: Conduct detailed consultation sessions to guide customers through configuring our SaaS offerings, sharing best practices to ensure a seamless implementation experience.
• Project Management: Lead customer projects end-to-end by setting clear timelines, deliverables, and budgets; proactively manage risks; and provide regular progress updates to all stakeholders.
• Integration Support: Collaborate with cross-functional teams to facilitate smooth integration of our fintech solutions into existing customer systems, offering technical support when necessary.
• Product Knowledge: Maintain a comprehensive understanding of our products and enhancements, and proactively educate customers on new features and functionalities.
• Problem Resolution: Serve as the primary point of contact for customers, swiftly addressing any issues or concerns to maintain high levels of satisfaction and success.

WHAT YOU LIKELY BRING TO THE TABLE: 

• Experience: At least one year in a similar role, ideally within the financial services or banking sector.
• Project Management Skills: Demonstrated ability to plan, implement, and oversee software projects from inception to completion.
• Consultation Skills: Proficiency in advising customers on optimal use of software solutions and industry best practices.
• Technical Proficiency: Quick to grasp new technologies and features, able to communicate complex concepts to non-technical audiences, troubleshoot potential customer environment issues, and craft developer-friendly specifications for feature requests.
• Communication Skills: Exceptional verbal and written communication skills, with the ability to simplify complex ideas for diverse audiences.
• Collaboration: Proven aptitude for working seamlessly with both internal and external teams to reach shared goals.
• Problem-Solving: A proactive problem solver with the ability to think critically and find innovative solutions.
• Adaptability: Comfortable working in a dynamic startup environment, adapting to changing priorities and tight deadlines.
• Industry Knowledge: A keen interest in staying current with fintech developments, combined with a passion for driving innovation.

Role Overview:

As the Account Specialist for Growth Initiatives, you will be the tactical engine behind our most critical affiliate partnerships. Reporting directly to the Head of Customer Success, you will sit at the intersection of sales enablement, client onboarding, and performance analytics. Your mission is to ensure that partners on platforms like Credit Karma, Bankrate, and CD Valet aren’t just "active," but are optimized for maximum growth and revenue.

Key Responsibilities:

1. Partner Activation & Onboarding

• Lead the "hands-on" onboarding process for new clients, ensuring a seamless transition from sales to active status.
• Act as the primary point of contact for daily operations across our core affiliate channels (Credit Karma, Bankrate, CD Valet).
• Coordinate with internal implementation teams to ensure technical setups and changes are accurate and timely.

1. Sales Enablement & Deal Support

• Provide real-time support to the sales team to help close complex deals within the affiliate ecosystem.
• Develop a deep understanding of each affiliate platform’s unique requirements to guide clients through the nuances of each channel and strategies to run a successful program.
• Spearheading cross-functional initiatives to educate the broader FIS sales organization on Amount’s affiliate value proposition

1. Performance Optimization

• Monitor partner performance daily to identify trends, bottlenecks, or opportunities for increased volume.
• Analyze client data to identify "success stories" that can be turned into case studies or sales collateral.
• Work closely with the Customer Success Managers to deliver data-backed optimization recommendations to clients that improve their ROI.

1. Cross-Functional Collaboration

• Provide feedback to the Chief Strategy Officer and Head of Client Services regarding "production cohesion"—identifying which product features are needed to drive further affiliate growth.
• Support revenue forecasting efforts by providing granular updates on partner health and pipeline movement.

Qualifications:

• Experience: 5–7 years in Account Management, Customer Success, or Sales Operations (Affiliate Marketing, Analytics or Business Development experience is preferred).
• Technical Aptitude: Comfortable navigating data models and working with implementation teams to troubleshoot technical integrations.
• Analytical Mindset: Ability to look at a spreadsheet of performance data and extract a clear, actionable narrative for a client.
• Communication: Exceptional presentation skills to prospective clients and existing customer senior stakeholders; you can take complex program data and "package" it into a compelling story.
• Agility: You thrive in a "growth" environment where processes are being built in real-time.

Why This Role?

This isn't a traditional "maintenance" account management role. You are joining a high-visibility initiative backed by the CSO and Head of CS. You will have a direct hand in shaping the company's growth trajectory via digital marketing affiliate channels and will gain deep exposure to both the strategic and operational sides of the business.

Salary Range: $97,500 - $130,000

A DAY IN THE LIFE:

As a Sales Engineer at Amount, your day will be dynamic and multifaceted. You'll start by collaborating with the Sales team and Customer Success team to understand client needs and tailor technical solutions accordingly. You'll engage with potential and existing clients to articulate the technical aspects of our products, demonstrating their value and functionality through presentations and product demonstrations. Furthermore, you'll work closely with the product development team to relay client feedback and contribute to the continuous improvement of our offerings. Additionally, you'll provide post-sales support, ensuring seamless integration and addressing any technical concerns that may arise.

Team:  Will join a team of ~40 across Sales, Sales Engineering, Implementations, Customer Success, and Operations. 

Reporting: Reporting to Brent Moulder, Head of Sales Engineering (get to know Brent here)

Similar job titles: Solutions Engineering
Base Salary: $130,000 – 170,000 + Incentives

WHAT WE’LL TRUST YOU TO DELIVER:

• Collaborate with the sales and customer success teams to understand client requirements and customize technical solutions, including integration strategies and platform capabilities.
• Conduct comprehensive client discovery assessments of client needs and provide tailored recommendations for product solutions.
• Conduct product demonstrations and presentations to showcase the functionality and value of our fintech products.
• Serve as a technical liaison between clients and internal teams, conveying feedback and contributing to product enhancement.
• Support post-sales activities, including product integration and troubleshooting technical issues as needed.
• Assist in the preparation of proposals and RFP responses, providing technical insights and recommendations.
• Stay updated on industry trends and competitor offerings to effectively position our products in the market.

WHAT YOU LIKELY BRING TO THE TABLE: 

• Bachelor's degree in Computer Science, Engineering, Finance, or related field.
• 3+ years of experience in a technical sales or sales engineering role within the fintech industry.
• Solid understanding of financial services and fintech solutions.
• Excellent communication and presentation skills, with the ability to convey technical concepts to both technical and non-technical audiences.
• Ability to work independently and collaboratively in a fast-paced environment.
• Problem-solving mindset with a customer-centric approach.
• Prior experience using walnut.io as demo environment.
• Familiarity with CRM and sales enablement tools is a plus.

What is Sales Engineering?

Sales Engineering, also referred to as Pre-Sales or Solution Engineering, is an integral function within an organization that serves as a liaison between Sales, Product, Marketing, Delivery, Engineering, and Customer Success teams. Sales Engineering collaborates with Sales by offering subject-matter business and technical expertise, understanding Customer needs and proposing solutions that align with the organization’s products and services. 

The DNA of Sales Engineering

Highly effective members of Sales Engineering possess a Customer-centric mindset, deep product knowledge, and strong communication abilities. They conduct effective discovery sessions, collaborate with cross-functional teams, and have a relentless commitment to continuous improvement. The main objective of Sales Engineering is to obtain the TECHNICAL WIN!  In order to achieve the technical win, the team must possess the below key habits:

1. Mindset of Service: prioritize Customer needs above all else. They adopt a service-oriented mindset, actively listening to Customers, understanding their pain points, and offering tailored solutions to address their specific requirements.
2. Deep Product Knowledge: understand the organization’s products inside-out. They continuously update their market intelligence and technical expertise, ensuring they can effectively demonstrate and communicate the value of the products to Customers.
3. Technical Storytelling: possess excellent communication skills and can articulate complex technical concepts in a clear and compelling manner. They use storytelling techniques to engage Customers, making the technical information relatable and understandable.
4. Effective Discovery: excel at asking insightful questions to uncover Customer needs and challenges. They conduct thorough discovery sessions to gather essential information, which helps them propose the most suitable solutions.
5. Collaborative Approach: collaborate closely with other teams, such as Sales, Product, Marketing, Delivery, Engineering, & Customer Success. They understand the importance of teamwork in delivering a seamless Customer experience and achieving overall business success.
6. Continuous Improvement: committed to ongoing learning and development. They seek feedback, actively learn from both successes and failures, and continuously improve their skills and knowledge.

Key Roles of Sales Engineering

Sales Engineering is typically found within technology software organizations, but also applicable across other industries that demand complex solutions that require technical know-how and experience. Depending on the size, complexity, need, opportunity volume, and structure of the organization; roles within the Sales Engineering team typically include: 

• Sales Engineer or Solutions/Pre-Sales Consultant: experts in the product or technology offered by the organization. They collaborate with the Sales team in discovery sessions, story-telling, presenting the product's features and capabilities, preparing product demonstrations, and conducting proof-of-concept (PoC) activities to showcase the product's value to Customers.
• Solutions Architect: highly skilled technical professionals responsible for designing and presenting tailored solutions that align with the Customer’s technology needs. They are the organization's SMEs (Subject Matter Experts) on core software, ecosystem solutions, integration, infrastructure, compliance, security, and scalability. They work closely with Sales Engineers and Customers to gather detailed technical specifications, create architectural designs, and present tailored solutions that align with the Customer’s business objectives.

Sales Engineering Team Responsibilities

Sales Engineering is an integral function and designed to be the voice of the customer across the organization. Sales Engineering owns disseminating and interpreting industry trends and Customer requirements and feedback across Sales, Product, Marketing, Delivery, Engineering, and Customer Success. Sales Engineering responsibilities include, but are not limited to:

• Sales Collaboration: Sales Engineering works closely with the Sales team. They participate in Customer meetings, presentations and demonstrations in order to understand business and technical requirements, challenges and objectives - this allows Sales Engineering to craft stories and tailor product pitches to address a Customer’s specific pain points/opportunities effectively.
• Business/Technical Knowledge: Sales Engineering boasts extensive industry experience and technical knowledge about their organization's products or services. This allows them to accurately explain how these solutions operate, their capabilities, limitations and integration potential - and answer any technical inquiries from Customers or address any concerns that might arise.
• Solution Design: after collecting Customer requirements, Sales Engineering creates technical solutions tailored to meeting those requirements. They may create proof-of-concept (PoC) models or minimal viable products (MVP) as examples that demonstrate how the product can help overcome Customer challenges and meet objectives.
• Product Feedback Loop: Sales Engineering plays an invaluable role in providing field feedback to both the Product and Engineering teams, including pinpointing areas for improvement, suggesting new features or enhancements, or relaying any technical challenges encountered during the sales process.
• Business/Technical Documentation: Sales Engineering often assumes the task of providing content in support of the creation of business/technical documentation such as whitepapers, case studies and presentations to support Sales team interactions with Customers.
• RFP and Bidding Support: when responding to Requests for Proposals (RFPs) or participating in bidding processes, Sales Engineering will provide professionally polished responses to the functional/technical aspects of all proposals.
• Post-Sale Support: even after the sale has closed, Sales Engineering may still assist Customers with onboarding processes and technical training courses, while providing seamless transition to the Delivery and Customer Success teams.

Sales Engineering plays a vital role in cultivating trust with Customers, driving successful sales efforts, and positioning products or services appropriately to meet requirements and drive revenue for the organization.

Key Metrics for Measuring Effectiveness

• Win Rates: Percentage of sales opportunities successfully converted into closed deals, reflecting the sales engineer’s ability to effectively support the sales process.
• Sales Cycle Length: The average time it takes to move a prospect through the sales process, with shorter cycles indicating efficient sales engineering support.
• Customer Satisfaction: Feedback from customers regarding the sales engineer’s performance and the value they provided during the sales process.
• Deal Size or Revenue Generated: The financial impact of deals influenced or closed with the assistance of sales engineering support.
• Number of Engagements: Quantifies how often the sales engineer is involved in customer interactions, presentations, and technical discussions.
• Conversion Rates at Different Sales Stages: Breakdown of conversion rates at various stages of the sales funnel, highlighting where sales engineering has the most impact.
• Post-Sales Support: Measure of customer satisfaction and success after the sale, indicating the effectiveness of the sales engineer’s guidance.
• Technical Validation Success: Percentage of proofs of concept (POCs) or technical validations that lead to successful sales outcomes.
• Feedback from Sales Team: Input from the sales team on the quality and effectiveness of the support provided by the sales engineering team.
• Knowledge Transfer and Training: Assess the success of knowledge transfer from sales engineering to the sales team, ensuring a shared understanding of technical aspects.
• Competitive Analysis: Evaluate the sales engineer’s ability to effectively position the product against competitors and address technical objections.
• Cross-Functional Collaboration: Measure the degree of collaboration between sales engineers and other teams, such as product development and customer support.

Regularly tracking these metrics can help assess the impact of sales engineering efforts, identify areas for improvement, and align strategies to optimize the overall sales process.

Role Overview

We are seeking a technically-minded Product Manager to join our Ecosystem team. Your primary mission is to support and scale our integrations into core banking systems. You will act as the tactical engine for the team, serving as the "bridge" between our platform and the legacy systems our clients rely on. You will be responsible for the "plumbing" of our integrations—ensuring data flows accurately, documentation is impeccable, and technical requirements are clearly defined for our engineering squads.

Key Responsibilities

Core Integration Execution & Mapping

• Technical Data Mapping: Own the field-level mapping between core banking schemas (SOAP/REST/Legacy) and our internal data models. Ensure that data required for underwriting and account opening is accurately translated across systems.
• Requirement Translation: Take high-level integration goals from the team and translate them into detailed technical user stories and JSON payload specifications for engineering.

Technical Documentation & Knowledge Management

• Core Playbooks: Maintain high-quality technical documentation for each core provider, including API specifications, sequence diagrams, and configuration guides.
• Standard Operating Procedures: Create and update internal "Core Integration Playbooks" to ensure that the knowledge of how to connect to specific banking cores is centralized and repeatable.

Testing, Validation & Quality Assurance

• UAT Leadership: Lead User Acceptance Testing (UAT) for all new core integrations. Document edge cases and identify bugs specifically related to data discrepancies between the Core and the LOS.
• Engineering Liaison: Serve as the first point of contact for engineering when technical roadblocks arise during the integration build, providing clarity on core data behavior and requirements.

Scaling & Standardization

• Core Adapter Development: Assist the team in transitioning from "custom projects" to "standardized products" by identifying commonalities across core providers to help build reusable "Core Adapters."
• Implementation Support: Build the internal toolkits and technical checklists used by Implementation and Sales Engineering teams to validate core connectivity during the onboarding cycle.
• AI-first solution Mindset. Utilize best of breed tools/agents to bring velocity, scale and repeatability to our integration processes.

What You Bring to the Table

• Core Banking Awareness: You have a strong interest in—or previous exposure to—banking "Cores" (e.g., FIS, Fiserv, Jack Henry) and understand their fundamental role in the financial ecosystem.
• Technical Literacy: You are comfortable reading API documentation, reviewing data schemas, and discussing technical concepts (like authentication or payload structures) with engineers.
• Analytical Precision: You are meticulous with data. You understand that in core integrations, a single mismapped field can disrupt a loan application or account opening.
• Communication Bridge: You can navigate "bank-speak" from our clients' IT departments and translate it into "tech-speak" for our internal development teams.
• Problem Solving: You are a resourceful researcher who can dig into legacy documentation to find the specific data points needed to solve an integration gap.

Reporting: Reports to VP of Product

Salary: $75,000 - $100,000

A DAY IN THE LIFE:

As an AI Software Engineer, you’ll spend your days architecting and building AI-powered systems that leverage foundational models like OpenAI, Claude, and Llama to solve real business problems. You’ll balance hands-on development of backend services and APIs with designing scalable AI integration patterns, building experimentation frameworks, and ensuring seamless deployment across our technology stack.

You’ll work closely with product managers to translate business needs into technical implementations, collaborate with data scientists on model integration, and guide teams on adopting the latest AI capabilities. You’ll drive rapid test-and-learn cycles, prototyping solutions that unlock significant business opportunities. You’ll also champion best practices for responsible AI implementation, ensuring our solutions are scalable, reliable, and maintainable.

This role is perfect for an expert generalist who thrives in fast-paced environments and wants to be at the forefront of AI innovation, turning cutting-edge technology into practical business solutions.

Team: Embedded within the AI Pathfinder team, collaborating across a cross-functional group of ~8–10 engineers, data scientists, and product managers within the Technology zone

Similar job titles: AI Platform Engineer, AI Engineer

WHAT WE’LL TRUST YOU TO DELIVER:

AI Solution Development

• Design and build backend services and APIs that deploy AI-powered features using foundational models
• Implement scalable architectures supporting AI workflows, automation, and data processing pipelines
• Create end-to-end solutions that translate high-level business problems into functional AI implementations
• Build experimentation frameworks enabling rapid iteration and deployment of AI functionalities

System Integration & Architecture

• Integrate AI services into complex technology stacks, ensuring seamless interoperability
• Connect AI capabilities with microservices, AWS platform components, and Redshift data systems
• Manage complex dependencies across multi-stack environments
• Ensure system reliability, scalability, and maintainability

Innovation & Experimentation

• Drive test-and-learn cycles with rapid prototyping of AI-driven solutions
• Evaluate and adopt new AI frameworks, tools, and capabilities
• Build proof-of-concept solutions for the company’s most exciting problems
• Stay current with the evolving AI ecosystem to guide technical decisions

Cross-Team Collaboration

• Partner with product managers to understand and translate business requirements
• Work with data scientists on model integration and optimization
• Coordinate with frontend engineers on API design and feature delivery
• Document system designs, APIs, and workflows for knowledge sharing

WHAT YOU LIKELY BRING TO THE TABLE: 

• 5+ years of backend software engineering with strong Python skills; experience with Java is a plus
• Proven track record designing and developing scalable APIs and distributed services (FastAPI, PostgreSQL, Redis)
• Deep understanding of cloud infrastructure (AWS Services, Bedrock), container orchestration (Kubernetes, Docker), and CI/CD pipelines
• Hands-on experience integrating AI/ML services and managing AI API dependencies (OpenAI, Claude, LangChain, vector databases)
• Practical knowledge of AI orchestration frameworks and data pipeline tooling (Redshift, Temporal)
• Test-and-learn mindset with strong rapid prototyping abilities
• Excellent communication skills for both technical and business stakeholders
• Experience with responsible AI principles, data privacy, and system reliability