Sales Engineer Opportunity

ASAPP Financial Technology is seeking a technically adept and client-focused Sales Engineer to join our growing team. Reporting to the Chief Revenue & Customer Experience Officer, this role is pivotal in supporting the pre-sales cycle, helping prospective Client-Partners understand the value of the ASAPP OXP® | Omnichannel Experience Platform.

The Sales Engineer will play a key role in enabling platform adoption by translating business requirements into compelling platform demonstrations, solution designs, and technical insights.

Your Role

• Collaborate closely with the Sales team to support discovery calls, product demos, technical Q&A sessions, and RFP responses.
• Deliver compelling platform demonstrations and technical presentations tailored to the needs of credit unions and financial institutions.
• Partner with Product, Engineering, and Client Services teams to scope solutions, validate feasibility, and ensure alignment with platform capabilities.
• Translate business and operational pain points into relevant platform use cases and solution overviews.
• Act as the technical liaison between prospective Client-Partners and internal teams, helping navigate complex or customized opportunities.
• Create supporting documentation such as solution briefs, integration overviews, and client-specific onboarding playbooks.
• Maintain a deep understanding of ASAPP OXP® and bank.io OXP™ capabilities, and stay up to date on platform updates and roadmap items.
• Assist in onboarding new Client-Partners by supporting hand-off from Sales to Implementation.
• Attend trade shows, Partner Forums, and industry events to support technical discussions and represent ASAPP’s capabilities.

Success Criteria

Critical

• 5+ years in a pre-sales, solution engineering, or technical client-facing role within a SaaS, fintech, or financial services setting
• Strong understanding of SaaS platforms, APIs, data security principles, and enterprise integrations
• Excellent communication and presentation skills—comfortable engaging with executives and technical stakeholders alike
• Ability to synthesize complex ideas into clear, compelling stories for both business and technical audiences
• Proficiency in tools such as Microsoft Excel, PowerPoint, and CRM platforms (e.g., HubSpot or Salesforce)

Valuable

• Experience working with Canadian credit unions, community banks, or fintech products
• Familiarity with systems such as CRM, lending origination, enterprise content management, or core banking platforms
• Knowledge of the Canadian regulatory landscape and security considerations in financial software
• Background in implementation, onboarding, or technical project delivery is a plus

Your Opportunity

ASAPP OXP® is Canada’s most complete Omnichannel Experience Platform for regulated Canadian financial service organizations. We continuously challenge ourselves to deliver the best customer experience software and platform strategy services while growing our business.

In 2024, ASAPP Financial Technology will be launching the bank.io OXP™ brand in the US market with the goal of signing our first credit union and community bank customers by year-end.

We believe in working together as a team to deliver solutions that create sustainable competitive advantages for our Client-Partners, enabling them to be more efficient, effective, and engaging with their customers.

We are transparent, engaging, efficient and effective. We exceed expectations and have fun along the way while we transform our Client-Partners’ businesses. We support these brand values with our corporate values of integrity, fairness, and passion.

We care about each other, achieving our objectives, and making a positive impact within the communities we serve.

We offer a comprehensive and competitive compensation package including profit sharing participation, discretionary performance bonus, a robust benefits program, and matching RSP contributions.

Our leaders support your development through coaching, are actively involved in the business, and are approachable to discuss your career.

Additional Details

• Full-time / Permanent role
• Based in our Toronto office, with up to 3 days/week in-office attendance
• Some travel required for industry events and ASAPP OXP Forum participation
• Criminal background and reference checks required before employment