Pre-Sales Engineer
PayStand
At Paystand, we’re not just another fintech company—we’re trailblazers in decentralized finance (DeFi), transforming how businesses manage their finances. With thriving hubs in Santa Cruz, San Francisco, Austin, Minneapolis, Mexico City, Hermosillo, and Guadalajara, we’re leading a global revolution in financial systems. Recognized on the Inc. 5000 list for five consecutive years, we’re among the fastest-growing companies reshaping the future of finance.
Our Expanding Ecosystem: Paystand isn’t just a company—it’s a growing global network. With the strategic acquisitions of Teampay, a leader in spend management, and Yaydoo, a top AR and AP platform in Latin America, we’re building an expansive ecosystem designed to revolutionize financial operations and fuel business growth worldwide.
Why Paystand?
What We Do: By harnessing the power of blockchain technology, we digitize receivables, automate financial processes, reduce time-to-cash, lower transaction costs, and unlock new revenue streams for businesses.
Why We Do It: We’re driven by a mission to revolutionize digital payments and decentralize finance, creating a more open, inclusive, and transparent financial ecosystem, starting with B2B payments.
How We Do It: As change-makers in the DeFi movement, we don’t just follow trends—we set them. If you’re passionate about shaping the future of fintech and eager to redefine what financial technology should look like, Paystand is the place where you can make a significant impact.
Join Us: Be part of something bigger. Join Paystand and help us lead the financial revolution.
Please note that only resumes submitted in English will be considered.
Role at a Glance
As a Sales Engineer at Yaydoo, you'll play a pivotal role in guiding companies through their digital finance journey—from initial discovery to detailed solution planning. You’ll dive deep into clients' financial operations and systems, help uncover inefficiencies, and lead the development of robust, scalable solutions that tie together invoicing, collections, bookkeeping, and reporting.
To do this, this Pre Sales Engineer must understand how Yaydoo solutions can be molded with back-office systems and provide technical reassurance. This is not a sales role but instead will be perceived as an objective advisor looking out for the best results for Yaydoo and the clients.
On a daily basis, you’ll support live customer conversations, lead whiteboard sessions, prepare tailored solution proposals, and ensure each customer’s unique needs are addressed both technically and strategically. Whether it's a growing ecommerce brand struggling with payment reconciliation, a small business experiencing growth and a corresponding need for enhanced bookkeeping, or a mid-sized distributor seeking to modernize their receivables, you’ll be a key partner in designing and communicating how Yaydoo fits into their ecosystem and drives tangible outcomes.
What You’ll Do
- Engage with both SMBs and mid-sized enterprises to understand their end-to-end financial workflows, including invoicing, collections, AP/AR processes, and their existing financial systems (ERP, accounting software, CRMs, and payment platforms).
- Serve as a strategic technical partner in the sales process, guiding solution design for more complex business environments with multiple system dependencies, compliance needs, or multi-entity operations.
- Collaborate with customer finance, operations, and IT teams to map out integration approaches, data workflows, and user adoption plans that align with their current infrastructure and future goals.
- Build and deliver tailored demos, proof-of-concepts, and solution proposals that connect Yaydoo's platform capabilities to each stakeholder's priorities—whether CFOs, controllers, or technical leads.
- Partner closely with account executives, product teams, and implementation specialists to ensure continuity from discovery to go-live, including documenting requirements, advising on technical configuration, and shaping post-sale handoff plans.
Who You Are
- You bring deep familiarity with bookkeeping and accounting processes—especially how they operate in Mexican businesses, across industries like ecommerce, wholesale, services, and manufacturing.
- You’re comfortable engaging in detail-heavy conversations about data structures, financial reporting workflows, and systems interoperability.
- You enjoy working in both strategic and hands-on ways—switching between high-level solution discussions and technical demos or documentation.
- You have experience advising clients with diverse tech stacks and regulatory requirements, and you know how to align stakeholders around structured solutions.
Requirements
- 3–5+ years in a Sales Engineer, Solutions Consultant, or Financial Systems Advisor role, ideally in SaaS, fintech, or ERP environments.
- Working knowledge of platforms such as NetSuite, QuickBooks, Zoho Books, Contpaq, or similar accounting/ERP systems.
- Experience supporting finance transformation projects, payment automation, or multi-system implementations in a customer-facing capacity.
- Experience in bookkeeping, accounting, FP&A, and the financial operations of businesses with both Sales and Fulfillment departments are much preferred, as is experience with CFDI Compliance and e-Invoicing Regulations.
- Strong business Spanish and English fluency, verbal and written.
Willingness to travel occasionally (~10–15%) for client visits, team offsites, or partner meetings.
Perks:
- Stock options (after 3 months)
- Legally required vacation days
- “Dia Yaydoo”: 1 extra day off per month
- 30 days of year-end bonus
- 25% vacation premium
- Private health insurance
- Free daily lunch in our office cafeteria
If you're passionate about driving change in the FinTech landscape and being part of a company that is shaping the future of digital payments, we invite you to explore opportunities with Paystand.
We understand that no candidate is perfectly qualified for any job. Experience manifests in diverse ways, skills are transferable, and passion is a powerful driver. Your journey and skills are unique, and we value the richness that diverse perspectives bring to our team.
More than a resume, we prioritize a genuine commitment, impactful contributions, and the ability to thrive in our dynamic, collaborative environment. We are enthusiastic about providing you with opportunities to learn and grow within this role. If your experience aligns closely with what we're seeking, we encourage you to apply.
We celebrate the belief that diversity in backgrounds and thoughts fuels better problem-solving and fosters more creative thinking. Our commitment to adding new perspectives to the team reflects our dedication to innovation and inclusivity.
Your journey is important to us, and we look forward to the possibility of welcoming you to our team at Paystand. Feel free to reach out; we can't wait to hear from you.
All roles are on-site only. Only English resumes will be considered.
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