Enterprise Presales Engineer (Financial Services)
Back to Jobs
IGEL TechnologyGet Smart Job AI Coach in the appFree on iOS and Android 






Enterprise Presales Engineer (Financial Services)
Location
US - Remote, United States
Experience
Senior
Posted
Jul 22, 2026
Apply by
August 21, 2026
Applicants
0
Early applicantEasy applyFull-timeWork from Home
Job Description
### Enterprise Presales Engineer (Financial Services)
THE ROLE:
This position requires daily customer, business partner and internal team interaction. Together with the regional Sales team you will be engaged in a customer’s journey from the discovery phase to the post sales handover. Keeping track of customer cases in the helpdesk program and utilizing this system to delegate, engaging your peers, and moving sales opportunities towards closure are routine activities.
TASKS AND RESPONSIBILITIES:
- Be part of a team of Pre Sales engineers providing excellent service to IGEL’s customers and partners
- Technical contact for new customers from the discovery and qualification phase to post sales handover
- Build and maintain customer and partner rapport through virtual meetings and on-site visits
- Analysis of customer needs and development of technical solutions
- Prepare, execute, and support proof of concepts
- Take ownership of technical RFIs, RFPs and public tenders and respond in time
- Adhere to the IGEL reference architecture and best practices
- Become a Subject Matter Expert in a specific technology stack, related to Financial Services
- Use of remote tools to demonstrate IGEL’s solutions and to assist customers in troubleshooting issues
- Ensure a clear and professional communication between our teams and the customer
- Execution and pro-active preparation and follow-up of technical product presentations and workshops
- Demonstrate our technology at industry events and tradeshows
- Promote IGEL training offerings, additional IGEL services and IGEL Certifications
- Works under general supervision and may consult with senior colleagues on new projects
- Latitude for independent judgement
- Collaborate with teams from Development, Customer Engineering, Advanced Services, Sales, Marketing and Leadership to create new technical sales strategies
- Communication of customer / market requirements to the Product Management and Development
- Continue education by attending training sessions and reading technical documentation
- Work through technical issues at the operating system level
- Manage technical issues, solutions, and sales opportunity progress by creating cases within IGEL’s helpdesk system
- Manage case escalation to maintain forward movement on sales opportunities
- Ability and willingness to travel as needed
EXPERIENCE AND QUALIFICATIONS:
- Moderate skills with high level of proficiency
- Experience in the Financial Services / Banking / Insurance vertical
- Strong written and verbal communication skills with the ability to communicate effectively with engineers, sales teams, and management
- Presentation skills
- A team player who is influential and builds good working relationships across all levels
- Flexibility, integrity, and creative problem-solving skills are imperative to be successful in this role
- Very good ability to understand and explain complex technical issues in an easy way
- Ability to communicate via phone and email is required
- Ability to listen effectively and show patience while working with customers, colleagues, and partners
- Ability to adapt to new technologies quickly
- Ability to take effective notes
- Ability to multitask effectively and work under pressure
- Positive work ethic
Technical skills
- Minimum of four to five years Pre Sales Engineer experience required
- Working knowledge of Linux Operating Systems preferred
- In-depth knowledge of IGEL’s products and solutions, especially IGEL OS, the Universal Management Suite and the IGEL Cloud Gateway or other Thin Client/Endpoint operating systems is a plus
- Working knowledge of Windows Operating Systems
- Experience in Remote Desktop Services, Azure Virtual Desktop, AWS, Citrix, VMware Horizon environments
- Knowledge of networking concepts, including TCP/IP, DHCP, DNS, AD, etc.
- Good understanding of the solutions offered by IGEL’s technology partners
WE OFFER:
- Health, dental, vision, and prescription benefits (employee premiums covered by IGEL)
- 11 company-paid holidays per year
- 18-22 days of PTO per year (18 days in year 1, 20 days starting in year 2 and 22 days after 5 years of service)
- Sick time of 10 days per year, with rollover of unused days
- 401(k) plan with 100% company match
- Paid maternity and paternity leave
- Monthly home office allowance
- Remote working opportunities and flexible working times, so you can combine your demanding work with your personal goals
- Employee Assistance Program (EAP) and Financial Wellness tool
- Company-paid life insurance policy, long-term disability (LTD), and short-term disability (STD) coverage
- Wellbeing apps, including Rightway, Headspace and Wellhub
- Training and development opportunities to advance your career
- President’s Club for the highest performing salespeople and overachievers
- An amazing culture powered by a workplace run on trust, empowerment, and feedback with a positive, inspiring working atmosphere
- A highly motivated team that is already looking forward to your support in developing strategies and achieving common goals, together with you!
IGEL is an equal opportunity employer and makes employment decisions on the basis of merit. We want the best available person in every job. Our policy prohibits unlawful discrimination based on color, creed, sex, religion, marital status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, or any other consideration made unlawful by federal, state or local laws.
Additional information:
Please click here to access the information according to art. 13 data protection regulation (DSGVO) for applicants
Key Responsibilities
- Serve as technical contact for new customers from discovery to post-sales handover
- Build and maintain rapport with customers and partners through virtual and on-site meetings
- Analyze customer needs and develop technical solutions
- Prepare, execute, and support proof of concepts
- Take ownership of technical RFIs, RFPs, and public tenders
- Adhere to IGEL reference architecture and best practices
- Become a Subject Matter Expert in a specific technology stack related to Financial Services
- Use remote tools to demonstrate solutions and assist with troubleshooting
- Execute technical product presentations and workshops
- Demonstrate technology at industry events and tradeshows
- Promote IGEL training offerings and certifications
- Collaborate with Development, Sales, and Marketing to create technical sales strategies
- Communicate customer requirements to Product Management and Development
- Manage technical issues and sales opportunity progress via the helpdesk system
Skills Required
Linux Operating SystemsIGEL ProductsIGEL OSUniversal Management SuiteIGEL Cloud GatewayThin Client/Endpoint operating systemsWindows Operating SystemsRemote Desktop ServicesAzure Virtual DesktopAWSCitrixVMware HorizonNetworking conceptsTCP/IPDHCPDNSActive DirectoryCommunicationPresentation skillsTeamworkFlexibilityIntegrityProblem solvingAdaptabilityMultitaskingPatienceActive listeningNote taking
Benefits
- Health, dental, vision, and prescription benefits
- 11 company-paid holidays per year
- 18-22 days of PTO per year
- Sick time with rollover
- 401(k) plan with 100% company match
- Paid maternity and paternity leave
- Monthly home office allowance
- Remote working opportunities
- Flexible working times
- Employee Assistance Program (EAP)
- Financial Wellness tool
- Company-paid life insurance
- Long-term disability (LTD) coverage
- Short-term disability (STD) coverage
- Wellbeing apps
- Training and development opportunities
- President’s Club
App exclusive · Free
Smart Job AI Coach
Your personal interview coach on every job — readiness tips, profile improvements, and role-specific prep. Available only in the Pulse Job app.
Interview readiness
See how prepared you are and what to improve for each role.
Personalized tips
Actionable suggestions based on your profile and the job.
After you apply
Keep coaching momentum from job detail through application success.
Similar roles for you
Matched using this role's title and skills. Open the job search anytime to see every listing.

Cybersecurity Presales Engineer - Financial Services - Germany
Fortinet
Full-timeEasy applyWork from Home
GermanyMid

Lead Cloud Solution Architect- Application Modernization (AWS)
World Wide Technology
140,000–175,000 / Year
Full-timeEasy applyWork from Home
Remote - NationwideSenior

NAP Network Test Automation Development Engineer
Nokia
Full-timeEasy applyHybrid
IndiaSenior

Sr. Solutions Engineer
Databricks
Full-timeEasy applyWork from Office
Sao PauloSenior

Data Engineer
LDSS Corp
120,000–135,000 / Year
Full-timeEasy applyWork from Home
WPAFBMid

Network Security Engineer 2/3
University of Connecticut
84,880–110,344 / Year
Full-timeEasy applyWork from Office
UConn StorrsMid