The Director - Sales Engineering provides technical support for sales processes, develops strategies, conducts demos, maintains customer relationships, and delivers training.
About Zeta
Zeta is a Next-Gen Banking Tech company that empowers banks and fintechs to launch banking products for the future. It was founded by Bhavin Turakhia and Ramki Gaddipati in 2015.
Our flagship processing platform - Zeta Tachyon - is the industry’s first modern, cloud-native, and fully API-enabled stack that brings together issuance, processing, lending, core banking, fraud & risk, and many more capabilities as a single-vendor stack. 20M+ cards have been issued on our platform globally.
Zeta is actively working with the largest Banks and Fintechs in multiple global markets transforming customer experience for multi-million card portfolios.
Zeta has over 1,700+ employees across the US, EMEA, and Asia, with 70%+ roles in R&D. Backed by SoftBank, Mastercard, and other investors, we raised $330M at a $2B valuation in 2025.
Learn more @ www.zeta.tech, careers.zeta.tech, Linkedin, Twitter
About the Role
The Director - Sales Engineering will play a pivotal role in driving sales and growth by leveraging technical expertise to support the sales process. This role requires a deep understanding of the company's products and services, excellent communication skills, and a strategic mindset to develop and execute sales strategies that meet customer needs and company goals.
Responsibilities
- Technical Consultation: Provide pre-sales technical assistance and product education to customers. Understand and anticipate customer needs and recommend appropriate solutions.
- Sales Support: Collaborate with the sales team to develop proposals, presentations, and sales strategies. Assist in the preparation of cost estimates and technical responses to RFPs and RFQs.
- Product Demonstrations: Conduct product demonstrations and proof-of-concept trials to showcase the capabilities and benefits of the company's products.
- Customer Relationship Management: Build and maintain strong relationships with key customers and stakeholders. Act as a trusted advisor to customers, providing ongoing technical support and guidance.
- Market Analysis: Stay abreast of industry trends, competitive landscape, and emerging technologies. Provide insights and feedback to the product development team to inform future product enhancements.
- Training and Development: Conduct training sessions for customers and internal sales team members to ensure a thorough understanding of the company's products and solutions.
- Documentation: Create and maintain detailed documentation of customer interactions, technical solutions, and sales processes. Ensure accurate and timely reporting of sales activities and results.
Skills
- Technical Skills: Proficiency in relevant technical disciplines, including B2B SaaS, cloud computing, or Financial (Banking & Payments) software & applications. Ability to quickly grasp new technologies and concepts.
- Sales Acumen: Strong understanding of sales processes and methodologies. Proven track record of achieving sales targets and driving revenue growth.
- Communication Skills: Excellent verbal and written communication skills. Ability to effectively communicate complex technical concepts to both technical and non-technical audiences.
- Problem-Solving: Strong analytical and problem-solving skills. Ability to think strategically and creatively to develop innovative solutions to customer challenges.
- Interpersonal Skills: Ability to build and maintain strong relationships with customers, colleagues, and partners. Strong team player with a collaborative mindset.
- Knowledge of industry-specific regulations and standards.
- Experience in a start-up or fast-paced, dynamic environment.
- Technology: Proficient in using CRM software, sales tools, and Microsoft Office Suite.
Experience and Qualifications
- 10+ years of experience in a technical sales or sales engineering role, preferably in the software, technology, or financial services sectors.
- Bachelor’s degree in Engineering, Computer Science, or a related field. Advanced degrees or certifications in relevant areas are a plus.
- Strong technical acumen – enjoys building & giving demos and whiteboarding solutions
- Ability to build trusted advisor status with prospects and clients
- Adaptable and able to thrive in a fast-paced environment.
- Customer-centric with a focus on delivering exceptional service.
Equal Opportunity
Zeta is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We encourage applicants from all backgrounds, cultures, and communities to apply and believe that a diverse workforce is key to our success
Top Skills
B2B Saas
Cloud Computing
Financial Software
Zeta San Francisco, California, USA Office
San Francisco, California, United States
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