Pre-Sales Engineer at Pathward

Palo Alto, California, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Artificial Intelligence, TechnologyIndustries

Requirements

5+ years of experience in a technical sales or application engineering role
Strong understanding of technical concepts and the ability to translate them into easy-to-understand language for non-technical audiences
Excellent communication and presentation skills, effectively conveying complex information in an engaging manner
Thrives in a collaborative environment and enjoys working as part of a team
Natural problem solver, with a passion for helping others achieve their goals
Can navigate different cultures easily
Maintains a high degree of integrity and trustworthiness

Responsibilities

Collaborate with potential customers to understand their specific needs and challenges through technical discussions, guiding them through the decision-making process and explaining how Pathway addresses their unique requirements
Act as the go-to person for installation expertise, preparing customers for the implementation process by walking them through security considerations, pipeline setup, and other technical aspects
Build trust and relationships with customers by being empathetic, likable, and demonstrating a genuine interest in their success
Stay up-to-date on Pathway's solutions and industry trends to confidently answer technical questions from customers
Partner with the sales team to support existing deals and empower customers to make informed decisions about Pathway's solutions

Skills

LLMs

AI Systems

Installation

Pipeline Setup

Security Considerations

Technical Discussions

Sales Engineering

Customer Engagement

Pathward

Financial services promoting inclusion and access

About Pathward

Pathward promotes financial inclusion for individuals and businesses by offering a variety of financial services. Operating in the fintech sector, it uses technology to enhance financial solutions. Pathward provides services such as Banking as a Service (BaaS), payment processing, credit solutions, tax solutions, and commercial finance options, catering to small and medium-sized businesses and individuals lacking access to traditional banking. Unlike many competitors, Pathward focuses on tailored services that adapt to clients' unique needs, generating revenue through fees and interest from services like working capital loans and equipment financing. The company's goal is to help clients navigate their financial journeys and achieve stability and growth, even amidst economic challenges.

Sioux Falls, South DakotaHeadquarters

1954Year Founded

IPOCompany Stage

Fintech, Financial ServicesIndustries

501-1,000Employees

Benefits

Health Insurance

401(k) Retirement Plan

401(k) Company Match

Life Insurance

Disability Insurance

Paid Time Off

Hybrid Work Options

Risks

Increased competition from fintechs like Dash Solutions pressures Pathward to innovate.

Regulatory scrutiny may increase with Pathward's expanded commercial finance solutions.

Macroeconomic factors like inflation could impact Pathward's target demographic's purchasing power.

Differentiation

Pathward offers a comprehensive suite of financial solutions for underserved markets.

The company focuses on financial inclusion, targeting unbanked and underbanked populations.

Pathward's Banking as a Service model provides tailored solutions for financial institutions.

Upsides

Pathward's partnership with TabaPay enhances its money movement capabilities.

The company's Great Place To Work certification boosts employee morale and retention.

Pathward's expanded product suite attracts more financial institutions seeking comprehensive services.

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