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Senior Sales Engineer (Finance) - Boston

Boston, Massachusetts, United States

About us

At Aptitude, we’re on a mission to change the way the world’s leading enterprises understand and grow their businesses. Our industry-leading finance data platform, Fynapse, helps organizations streamline their operations, unlock trusted insights and accelerate growth.

We’re proud to be building a global team of passionate and ambitious people who love solving complex challenges and making an impact. We celebrate diverse perspectives and believe that our differences make us stronger, smarter and more creative.

With our headquarters in London and offices in seven locations worldwide, we’re proud to partner with clients across four continents. Wherever you join us, you’ll be part of a global community shaping the next generation of finance technology.


What you'll do and what we offer

The Senior Sales Engineer serves as a key technical contributor within the Go-To-Market team, responsible for aligning product capabilities with client requirements to support both new business and existing account growth. The role plays a critical part in enabling technical credibility across sales cycles, engaging with clients directly, supporting strategic partners, and ensuring smooth technical alignment across all phases of the customer journey. This role operates at the intersection of Sales, Product, and Marketing, contributing to the commercial success of the business through expert technical guidance, strong stakeholder collaboration, and deep product understanding.

This is a hybrid role based in Boston and will require regular travel to meet clients

What You Will Do:

  • Act as the technical advisor in strategic sales opportunities, helping Sales teams and partners to clearly demonstrate product value to both new prospects and existing clients.

  • Work with Account Managers and Customer Success teams to identify growth opportunities within existing accounts, including expansion, upsell, and cross-sell.

  • Support partner-led sales engagements by providing technical expertise, ensuring accurate solution positioning and alignment with product capabilities.

  • Participate in technical discovery activities, helping to clarify client requirements, identify product fit, and remove ambiguity in solution scope.

  • Deliver tailored product demonstrations aligned to client priorities, industry needs, and commercially viable use cases.

  • Collaborate with Product and Engineering to provide structured client and partner feedback into roadmap discussions and feature refinement.

  • Contribute to the design and maintenance of scalable demo environments, reusable technical assets, and sales enablement materials.

  • Share knowledge and collaborate with peers across the team to support a culture of continuous learning and technical excellence.

  • Support sales planning and pipeline strategy discussions, including deal qualification and forecasting.

  • Monitor and synthesise competitive intelligence to help refine product positioning and pre-sales strategies.

  • Support the creation of light-touch thought leadership content, such as internal whitepapers or speaking points, to reinforce product and technical credibility.

What We Offer:

We’ll offer you a competitive salary and commission, as well as the following benefits: 

  • 401(k) retirement plan with matching 

  • Competitive vacation and paid time off 

  • Healthcare benefits – medical insurance, dental insurance and vision plans 

  • Pre-tax saving accounts 

  • Life and Disability Insurance 

  • ShareSave scheme (ability to purchase company shares on preferential terms) 

Where You Will Be:

To us at Aptitude, hybrid working means that our employees come together for 2-days per week at their local office. It’s an opportunity for our teams to collaborate, solve problems together and to be engaged and involved in the wider community of our business. 

We ask employees to come into the Boston office every Wednesday and give you the flexibility to choose your other day.


What we're looking for

  • Experience in Sales Engineering or Pre-Sales roles within a B2B SaaS environment.

  • Experience working with financial products, financial services clients, or complex financial technology solutions, with an understanding of how enterprise financial systems operate.

  • Strong knowledge of APIs, integration methods, enterprise software architecture, and cloud technologies.

  • Ability to engage effectively with a range of stakeholders, including partners, enterprise clients, and internal cross-functional teams.

  • Proven track record of supporting both net-new sales and existing customer growth.

  • Skilled at contributing to technical discovery, delivering engaging demos, and translating business requirements into product-aligned solutions.


How to apply

Please click on the ‘Apply now’ button below, including your CV/resume and any other relevant information that will help us get to know you better.


Diversity and Inclusion

If you’re interested in working at Aptitude, but don’t feel you meet every single requirement of the role, we’d still like to hear from you!  A diverse workforce is an essential part of our culture, and we’re dedicated to ensuring that our staff can show up as their authentic self – safe in the knowledge that their differences will be embraced and respected by all. We’re strong advocates of supporting applicants from a wide variety of backgrounds which include different ages, genders, ethnicities, physical abilities and sexual orientation, and we work hard to build the confidence of our workforce through inclusivity, equity and ongoing training. So, if you’re excited about this role but your past experience doesn’t align perfectly with every requirement, we’d encourage you to apply anyway. You might be just the candidate we’ve been looking for, whether it’s for this role or another.

Senior Sales Engineer (Finance) - Boston

Boston, Massachusetts, United States

Apply now
Aptitude Software
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