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Serves as the technical partner across pre-sales and post-sales engagements for an AI-powered financial compliance platform. Leads discovery, solution design, demonstrations, proofs of concept, implementation planning, onboarding, integrations, training, documentation, and customer feedback. Collaborates with Sales, Customer Success, Product, Engineering, and Data teams while supporting expansion opportunities and advising clients on fintech, RegTech, KYB, KYC, AML, fraud detection, and identity verification workflows.
Worth AI is looking for a Senior Solutions Engineer to be a key technical partner throughout the pre-sales and post-sales lifecycle. In this role, you'll bridge the gap between complex customer requirements and Worth's AI-powered KYB, KYC, AML, and identity verification platform working closely with Sales, Customer Success, and Engineering to drive successful outcomes for financial institutions and fintechs of all sizes.
Responsibilities- Partner with the sales team as a technical expert during discovery, scoping, and solution design while owning the technical narrative from first call through close.
- Lead and deliver tailored product demonstrations and proof-of-concept engagements that map Worth's capabilities directly to a prospect's compliance, onboarding, and underwriting workflows.
- Develop and execute detailed implementation plans, timelines, and success criteria for new client deployments, ensuring smooth handoffs and a fast time-to-value.
- Serve as the primary technical point of contact during onboarding, coordinating across internal engineering, product, and data teams to resolve integration questions and unblock client teams.
- Design and deliver customer training programs and technical documentation to drive platform adoption and self-sufficiency.
- Capture and synthesize client feedback post-implementation, partnering with Product to translate real-world use cases into roadmap input.
- Collaborate with Customer Success Managers to identify expansion opportunities, close training gaps, and build enablement materials that support long-term account health.
- Stay current on FinTech, RegTech, and AI trends particularly in KYB/KYC, AML, fraud detection, and SMB lending and bring that context into client conversations and internal strategy discussions.
Requirements
- Bachelor's degree in Computer Science, Engineering, or a related field.
- 5+ years in a Solutions Engineering, Sales Engineering, or Technical Implementation role within FinTech, RegTech, or a B2B SaaS platform serving financial institutions; startup or high-growth software environment experience is a strong plus.
- Hands-on technical skills in SQL, Node.js, and React; comfortable working directly with developer teams on integration scoping, troubleshooting, and technical validation.
- Working knowledge of AI technologies and their applications in FinTech; experience with KYB, KYC, AML, or fraud/identity verification workflows is a significant advantage.
- Demonstrated ability to lead complex, multi-stakeholder implementations with competing timelines and technical requirements.
- Exceptional communication skills able to translate technical concepts clearly for compliance officers, operations leaders, and C-suite stakeholders alike.
- Strong problem-solving aptitude and a customer-first mindset; you treat client outcomes as your own.
- Proven ability to operate both collaboratively and independently in a fast-paced environment.
- Familiarity with project management methodologies and tools (Jira, Monday.com, or similar)
Benefits
- Health Care Plan (Medical, Dental & Vision)
- 401 (k)
- Life Insurance
- Flexible Paid Time Off
- 9 paid Holidays
- Work From Home
- Free Food & Snacks (for those in Orlando, FL)
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