Solutions Engineer, Mid Market

Middesk
New York, NY

Who this role is best for

Aimed at mid-level technical professionals who can bridge sales and engineering, with a focus on regulated industries and API-first integration experience.

Best fit for

  • Mid-level professionals with B2B SaaS experience and a track record in regulated industries
    — “Proven track record supporting mid-market and enterprise sales cycles, ideally including fintechs, financial institutions, or other regulated companies”
  • Candidates who can translate technical complexity into business value for varied stakeholders
    — “Excellent communicator who can translate between technical details and business impact for different audiences”
  • Individuals comfortable with high-volume environments and scalable architecture design
    — “Designing integration architectures by advising prospects on scalable, resilient implementation approaches”

Things to consider

  • This role requires managing multiple active deals and prioritizing effectively across them
    — “Comfortable managing multiple active deals at once—prioritizing effectively, context-switching across opportunities”
  • The role involves significant interaction with engineering teams and compliance officers
    — “We're looking for someone equally comfortable whiteboarding API architecture with a prospect's engineering team as they are building the business case with a Chief Compliance Officer”

How to stand out

  • Highlight experience with API-first integration and regulated industry compliance in your resume and interview responses
    — “Experience selling or supporting B2B SaaS products with API-first or data-centric integrations”
  • Emphasize your ability to synthesize feedback and influence product direction
    — “Champion the voice of the prospect internally by synthesizing feedback, feature gaps, and competitive intelligence”
  • Demonstrate your ability to run technical evaluations and sandbox testing with prospects
    — “Lead technical evaluations and proofs of concept by scoping success criteria, supporting prospects through sandbox testing”
  • Include examples of technical diligence work, such as responding to RFPs or security questionnaires
    — “Handle technical diligence by owning responses to RFPs, security questionnaires, and technical deep-dives”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · TeamLevel · Mid Level

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Technical wins
  • Customer confidence
Typical background
Pre-sales or customer-facing technical role

Skills & requirements

Required

API ArchitectureTechnical DiscoverySolution DesignTechnical EvaluationsIntegration Architectures

Preferred

Product Direction InfluenceCompetitive Intelligence

Stack & domain

API ArchitectureIdentity VerificationFraud PreventionComplianceOnboarding WorkflowsRisk ManagementTechnical EvaluationIntegration ArchitectureRfpsSecurity QuestionnairesTechnical Deep-divesProduct DemonstrationsKnowledge Base CreationCustomer Success ManagementCommunicationProblem-solvingTeamworkTechnical ExpertiseCustomer ServiceStrategic ThinkingSaasOnboarding

About the role

Original posting from Middesk via Ashby

ABOUT MIDDESK:

Middesk is building the data and intelligence infrastructure that helps businesses work together with confidence. We started by creating a comprehensive platform for understanding businesses, bringing together authoritative and proprietary data to help customers verify business identities, onboard customers faster, and manage risk throughout the customer lifecycle.

Today, Middesk is used by more than 700 banks and fintechs, and in 2025 we verified more than 7 million companies. We've also expanded beyond business verification to help companies form, register, manage, and maintain their businesses, supporting more than 50,000 companies in setting up over 100,000 accounts required to hire employees, run payroll, and stay compliant.

Middesk came out of Y Combinator, and is backed by Sequoia Capital, Accel, Insight Partners, and Canapi. We're proud to be named on the Forbes Fintech 50 and Best Startup Employers lists.

ABOUT THE ROLE:

We're looking for a Solutions Engineer to own the technical win across Middesk's sales cycles. In this role, you'll partner with Account Executives from first discovery call through signed contract, serving as the technical authority that gives prospects the confidence to build their business on Middesk.

You'll serve as a trusted technical advisor to prospects: understanding their business and compliance requirements, mapping their needs to Middesk's platform, running compelling demos and technical evaluations, and designing integration architectures that de-risk the buying decision. Beyond direct deal impact, your expertise will influence Middesk's product direction as you synthesize prospect feedback and competitive intelligence to shape our roadmap and GTM strategies.

Reporting to the Director of Solutions Engineering, this is a highly visible, customer-facing role in a high-growth, execution-driven environment. We're looking for someone equally comfortable whiteboarding API architecture with a prospect's engineering team as they are building the business case with a Chief Compliance Officer.

WHAT YOU'LL DO:

  • Own the technical win by partnering with Account Executives throughout the sales cycle—leading technical discovery, qualifying requirements, and driving deals to close by removing technical objections and building champion confidence.
  • Run discovery and solution design by understanding each prospect's onboarding workflows, risk and compliance requirements, and technical environment, then mapping those needs to Middesk's APIs, data products, and verification workflows.
  • Deliver compelling demos and presentations by tailoring product demonstrations to each audience—from hands-on API walkthroughs for engineers to business-impact narratives for risk, compliance, and executive stakeholders.
  • Lead technical evaluations and proofs of concept by scoping success criteria, supporting prospects through sandbox testing and data evaluations, and translating results into a clear case for Middesk.
  • Design integration architectures by advising prospects on scalable, resilient implementation approaches that fit their compliance, risk, and operational needs, especially in high-volume or regulated environments.
  • Handle technical diligence by owning responses to RFPs, security questionnaires, and technical deep-dives, and coordinating with internal teams on complex requirements.
  • Ensure a clean handoff to post-sales by documenting solution designs, requirements, and commitments so implementation teams can take new customers to production quickly and without surprises.
  • Champion the voice of the prospect internally by synthesizing feedback, feature gaps, and competitive intelligence, and collaborating with Product, Engineering, and Marketing to sharpen our roadmap and positioning.

WHO YOU ARE:

  • 3+ years in a pre-sales or customer-facing technical role such as Solutions Engineer, Sales Engineer, Solutions Consultant, Solutions Architect, or similar
  • Experience selling or supporting B2B SaaS products with API-first or data-centric integrations
  • Strong familiarity with APIs, data workflows, and SQL—you're comfortable reading and debugging requests/responses, exploring data, and demonstrating technical products credibly to engineering audiences
  • Proven track record supporting mid-market and enterprise sales cycles, ideally including fintechs, financial institutions, or other regulated companies with complex evaluations
  • Comfortable managing multiple active deals at once—prioritizing effectively, context-switching across opportunities, and keeping deals moving
  • Excellent communicator who can translate between technical details and business impact for different audiences (engineers, product managers, risk/compliance, and executives)
  • Competitive problem solver with a bias toward action—you're motivated by winning deals, digging into ambiguous requirements, and finding the path to yes

NICE TO HAVE:

  • Familiarity with identity verification, fraud, compliance, or onboarding workflows in regulated industries (e.g. banking, fintech, insurance)
  • Early-stage startup experience building demo environments, sales enablement assets, and repeatable technical sales processes

Source: Middesk careers (Ashby)

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