Solutions Engineer

About Ledge

Ledge is redefining financial automation, enabling high-growth companies to streamline reconciliation, cash flow forecasting, and financial operations with precision. Our cutting-edge platform integrates seamlessly with banks, ERPs, payment service providers, and data infrastructure to bring clarity and efficiency to financial teams.

We are seeking a Sales Solutions Engineer to bridge the gap between our sales, product, and engineering teams—ensuring prospects and customers understand the power of Ledge while successfully implementing our solution in production. This role is critical to driving customer adoption, executing proofs of concept, and building robust technical onboarding experiences.

What You’ll Do

1. Pre-Sales Technical Discovery & Scoping

• Lead technical discovery sessions with prospects, understanding their reconciliation, payment flows, and financial operations challenges.
• Assess data formats, file types, and system architectures across banks, ERPs, payment service providers (PSPs), and financial data infrastructure to scope integrations accurately.
• Translate business requirements into technical specifications, identifying potential customization needs and API workflows.
• Educate customers on best practices in financial automation, aligning their existing stack with Ledge’s capabilities.

2. Proof of Concept (PoC) Execution

• Architect and execute proof of concept (PoC) engagements that showcase Ledge’s value in real customer data environments.
• Work with prospects to ingest and transform financial data from multiple sources (bank statements, PSP reports, ERP entries, Snowflake, etc.) into Ledge.
• Demonstrate key outcomes, such as automated reconciliation, cash flow insights, and exception handling, to accelerate sales cycles.

3. Customer Onboarding & Technical Implementation

• Guide new customers through initial integration and data ingestion, ensuring a smooth transition from sales to full adoption.
• Troubleshoot issues related to file formats, data mappings, API integrations, and reconciliation logic in early implementation phases.
• Collaborate with product and engineering to surface feedback and improve customer onboarding efficiency.
• Conduct enablement sessions for customers’ finance and operations teams to drive adoption and ensure long-term success.

4. Cross-Team Collaboration & Thought Leadership

• Serve as a trusted advisor to both customers and internal teams on financial data workflows and best practices.
• Partner with Sales, Product, and Engineering to refine Ledge’s integration capabilities and documentation based on real-world use cases.
• Stay up-to-date on accounting standards (GAAP, IFRS), reconciliation methodologies, and payment flow architectures to ensure Ledge delivers industry-leading solutions.

What You Bring

Technical & Financial Expertise

• Deep understanding of accounting rules and reconciliation logic in financial operations.
• Familiarity with file types and data sources Ledge integrates with, including:
• Banks: Statement files, SWIFT/ACH transaction records
• ERPs: NetSuite, QuickBooks Online, Microsoft Dynamics
• PSPs: Stripe, Adyen, PayPal, HyperWallet, ProcessOut
• Data Infrastructure: Snowflake, BigQuery, S3, production data lakes
• Experience with APIs, SQL, Python, or other scripting languages to manipulate and analyze financial data (preferred but not required).

Sales & Customer Engagement Skills

• Pre-sales experience: Ability to engage with finance, operations, and technical stakeholders to scope solutions.
• Strong presentation and storytelling skills to convey technical concepts in business terms.
• Ability to run PoCs independently, showing measurable improvements in financial workflows.
• Excellent problem-solving skills, with a bias toward action and customer-first thinking.

Nice to Have

• Prior experience in payments, fintech, accounting tech, or enterprise SaaS.
• Experience integrating with payment processors, treasury management systems, or financial data pipelines.
• Familiarity with data engineering concepts for handling high-scale transaction data.

Why Join Ledge?

• Work on mission-critical financial automation with top fintechs, SaaS, and e-commerce businesses.
• Shape the technical sales and onboarding strategy in a rapidly growing startup.
• Collaborate with industry-leading product and engineering teams solving complex financial data challenges.
• Competitive salary, equity, and benefits.

Apply Now

If you’re passionate about bridging sales and technology to drive real impact in financial automation, we’d love to hear from you!