Sr Sales Engineer, VISA Open Banking Solutions - job 17 of 21

The primary responsibilities of a Sr Sales Engineer at VISA Open Banking Solutions include acting as a technical and product advisor to clients, supporting the sales process from qualification to RFI/RFP stages, and conducting complex technical workshops. You will be integral in educating clients about the US open banking landscape while tailoring solutions specifically to their use cases, which greatly influence their conversion rates and user experience.

To excel as a Sr Sales Engineer at VISA Open Banking Solutions, candidates typically need a combination of technical expertise in the fintech environment, strong communication skills, and a deep understanding of open banking solutions. A background in engineering, computer science, or a related field, along with experience in sales engineering or technical advisory roles, is often preferred to ensure you can effectively educate clients and collaborate with internal teams.

The Sr Sales Engineer role at VISA Open Banking Solutions significantly impacts the product roadmap by relaying customer insights and feedback. As you interact with clients and capture their needs and challenges, you will provide valuable information to developers and product owners. This collaboration helps shape product enhancements and future features, ensuring that the offerings remain competitive and valuable to customers.

Success as a Sr Sales Engineer in the open banking industry requires a blend of technical acumen, strong presentation skills, and the ability to build relationships with diverse stakeholders. Skills in understanding customer needs, creating tailored solutions, and delivering engaging technical presentations are critical. Additionally, a proactive approach to problem-solving and adaptability to new technologies are essential traits to thrive in this evolving industry.

A Sr Sales Engineer at VISA Open Banking Solutions will support a wide array of clients, including large merchants, leading fintechs, digital banks, and various platforms in the financial sector. The role involves advising these clients on the integration of Tink's solutions, educating them on best practices, and ensuring they fully utilize the potential of open banking to drive their business objectives.

A Sales Engineer in the context of open banking is responsible for bridging the gap between the technical capabilities of the product and the clients’ needs. They explain complex technical concepts in simple terms, conduct demonstrations, and assist in the sales process by providing insights on product features and integrations.

When approaching a technical workshop, I would first gather information about the client’s specific needs and their level of technical expertise. I would tailor the presentation to cover relevant features, engage them with interactive components, and ensure to leave time for questions to foster a collaborative environment.

In past roles, I encountered situations where clients were hesitant about implementing new technology. I resolved this by presenting case studies, facilitating pilot projects for hands-on experience, and consistently maintaining open communication to address their concerns and adapt solutions to their infrastructure.

I employ techniques such as active listening, asking open-ended questions during initial conversations, and utilizing surveys or questionnaires to gather detailed insights. This approach helps me understand clients’ pain points and requirements, allowing for a more tailored solution.

I stay updated with developments in open banking by following industry news, participating in webinars, attending conferences, and engaging with professional networks. Additionally, I regularly read white papers and case studies that explore emerging trends and technologies in the space.

I am drawn to work for VISA Open Banking Solutions due to its commitment to innovation and proven impact within the fintech sector. The opportunity to play a role in transforming how banks and financial services operate resonates with my passion for technology and customer-centric solutions.

I measure the success of a project by assessing client satisfaction, the achievement of KPIs set at the start, and the feedback received post-implementation. Furthermore, I analyze metrics such as user adoption rates and conversion improvements to evaluate the overall impact.

My experience with project qualification and RFI/RFP processes includes collaborating with sales teams to identify potential opportunities, analyzing client needs, and crafting compelling proposals that highlight our solutions’ value. I also ensure that every proposal is tailored to the specific challenges faced by the client.

In such situations, I would first acknowledge the client’s expectations and engage them in a constructive dialogue about the product’s capabilities. I would provide alternatives or workarounds that could still meet their needs and, if necessary, communicate with the product team regarding potential enhancements.

Collaboration is crucial in the Sr Sales Engineer position, as it involves working with cross-functional teams like Product Development and Business Development. It helps ensure that customer insights are effectively channeled into product improvements and that sales strategies are aligned with client needs and market trends.