Solutions Engineer

WHO WE ARE DebtBook is the financial platform powering treasury and capital markets across the public sector. State and local governments, public universities, health systems, and the bankers and advisors who serve them run trillions of dollars in debt, cash, and investments on DebtBook. We've built the most sophisticated treasury platform in public finance — sitting at the intersection of treasury management and a $4 trillion fixed income market that's been waiting for modern infrastructure. WHAT YOU’LL DO The Solutions Engineer will serve in a client-facing role that connects Sales, Product, CS and the public finance organizations we serve. You will partner with Account Executives and Account Managers throughout the sales cycle to understand prospective customers' needs, demonstrate relevant DebtBook capabilities, communicate the operational and financial value of the platform and help ensure proper handoff to Implementation. The ideal candidate has experience in solutions engineering, solution consulting, presales, treasury, public finance, banking, financial technology, or a related field. You should be comfortable learning complex financial workflows, presenting software to finance professionals, and translating technical product capabilities into clear business outcomes. You will develop proficiency across DebtBook's solution suite - including Debt Management, Cash Management, Investment Management, Lease Management, and related add-on modules - while building deeper expertise in selected product areas. This role is well suited for someone who is intellectually curious, highly organized, comfortable working across teams, and motivated to become a trusted advisor to both customers and sales partners. As a Solutions Engineer, you will: Partner with Account Executives and Account Managers to provide presales support for new customer acquisition and account expansion opportunities. Participate in discovery conversations to understand a prospect's current processes, challenges, priorities, technical environment, and desired business outcomes. Prepare and deliver tailored product demonstrations that connect DebtBook's capabilities to each prospect's specific operational needs. Communicate complex treasury, accounting and banking concepts in a clear and approachable manner. Develop working proficiency across the full DebtBook platform while serving as a subject-matter resource in assigned product areas. Coordinate with senior Solutions Engineers on multi-product, technically complex, or executive-level demonstrations. Continuously deepen your knowledge of DebtBook's products, public-sector treasury operations, public finance, financial reporting requirements, and the broader competitive landscape WHAT YOU'LL BRING Three or more years of relevant experience in solutions engineering, solution consulting, presales, financial technology, treasury, banking, public finance, enterprise software, or a related field. …