Presales at SaaS FinTech Companies: Key Skills & Traits

Presales at a SaaS FinTech Company

Industry Verticals Tech Trends

February 20, 2023

What makes the ideal Solutions Engineer or Pre Sales Engineer for a SaaS Financial Technology company?

I manage a global team at GoCardless and want to help folks, worldwide, decide if this role is right for them! When hiring I’m seeking at least three core traits; Collaboration, Curiosity / Drive, and Ability to prioritize.

When I reflect on my time as a Solutions Engineer, across a few organizations, I found some of the most rewarding experiences were when I exercised these traits.

About the author

Mary Carter

Mary Carter is an experienced sales engineering leader, someone who helps the sales team close deals by demystifying the technical side of things. She currently combines technical expertise with sales savvy as the Global Solutions Engineering Manager at GoCardless, a global leader in bank payments that serves over 80,000 businesses worldwide. Mary has led software implementations for Fortune 500 companies, startups, and large organizations to improve their internal processes and increase productivity. When she’s not working with clients she enjoys traveling, spending time with family, and writing.

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