Tax Solutions Engineer, Pre-Sales

Responsibilities

• Support Sales and Client Engagement Managers with new sales and account development in the US
• Develop a solid understanding of customer-specific challenges through detailed requirements gathering workshops
• Design and configure solution demonstrations that exceed customer expectations
• Manage Proof of Concepts and Pilots end-to-end
• Assist with responding to RFIs/RFPs and other technical questions
• Collaborate with the Delivery team to estimate project effort and prepare Statements of Work
• Provide feedback on client intelligence and enhancement ideas to Product and Development teams

Requirements

• Strong and current experience in US Tax processes, regulations, and reporting frameworks
• Experience working within financial services (capital markets, asset management, or investment operations preferred)
• Background in pre-sales, sales engineering, consulting, client success, product, or business analysis
• Expertise in client workshops, product demonstrations, and end-to-end PoC delivery
• Proven ability to build and influence relationships with senior decision makers
• Willingness to travel as required to support client engagements

About the Company

Xceptor is a financial services expert that enables business users to solve data challenges by building automated processes that deliver trusted, curated, and validated data.