Solutions Engineer at Jeeves

Mexico City, Mexico City, Mexico

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

3 years of experience in a Solutions Engineer / Consultant role within a SaaS financial technology or ERP-related company (e.g., Bill.com, Concur, Toptal, Salesforce, Oracle, or similar)
Strong understanding of financial systems and processes — ideally with a finance or accounting background
Familiarity with SaaS solution selling, including conducting technical demos

Responsibilities

Lead deep-dive discovery sessions with prospects to uncover business processes, pain points, and goals. Map customer workflows, KPIs, and existing systems (ERPs, AP/AR, etc.). Translate findings into tailored Jeeves solutions that drive value and meaningful business outcomes. Scope out implementation requirements
Deliver customized product demos for multiple personas — from CFOs and Controllers to Operations and Finance teams. Highlight business value, not just features, demonstrating ROI and process transformation
Partner with prospects to evaluate integration, scalability, and data flow needs. Collaborate with product and engineering teams to represent client requirements clearly. Serve as the technical authority during the sales cycle, ensuring accurate expectations and smooth handoffs to post-sales
Work closely with Account Executives on strategy and deal execution. Collaborate with Key Account Managers (KAMs) for upsells and cross-sells within existing enterprise accounts. Communicate customer feedback and product insights to internal teams to inform roadmap decisions
Scope out the requirements for solution rollouts, ensuring that configurations are feasible, efficient, and aligned with customer goals

Skills

Solutions Engineering

Pre-sales

Technical Demonstrations

Fintech

Spend Management

Cross-border Payments

Customer Discovery

Sales Engineering

B2B Solutions

Product Demonstrations

Jeeves

Corporate card and expense management platform

About Jeeves

Jeeves offers a corporate card and expense management platform tailored for startups and global companies. Its main product, the corporate card, allows businesses to pay for expenses in their local currency without incurring fees or interest, and it does not require personal guarantees. This card is integrated into a mobile-first expense management platform that helps companies track and manage their spending across different currencies. Jeeves differentiates itself from competitors by providing up to 4% cashback on purchases and eliminating foreign exchange fees, making it particularly beneficial for businesses with international operations. The goal of Jeeves is to simplify financial operations for companies with global teams, allowing them to focus on their core activities.

Miami, FloridaHeadquarters

2019Year Founded

$260.8MTotal Funding

DEBTCompany Stage

Consumer Software, Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Hybrid Work Options

Remote Work Options

Risks

Increased competition from local fintech startups in Latin America may challenge Jeeves' market share.

Currency fluctuations in Latin America could impact Jeeves' profitability in cross-border transactions.

Regulatory changes in Brazil regarding digital payments could pose compliance challenges for Jeeves.

Differentiation

Jeeves offers a unique global financial platform with no foreign exchange fees.

The company provides up to 4% cashback on purchases, enhancing spending efficiency.

Jeeves' mobile-first platform caters to businesses with international operations, offering seamless expense management.

Upsides

Jeeves' expansion into Latin America taps into a rapidly growing digital payment market.

The partnership with Bexs enhances Jeeves' cross-border payment capabilities in Brazil.

Jeeves' new Chief Product Officer brings extensive fintech experience, driving product innovation.

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