• Join customer sales calls as a trusted FinServ expert, speaking confidently to industry challenges, regulatory considerations, and technical tradeoffs • Partner with Sales to build credibility early by demonstrating deep understanding of financial services and fintech environments • Help qualify opportunities, shape deal strategy, and support estimates and Statements of Work (SOWs) • Lead solution shaping and technical roadmapping during pre-sales and early engagement phases • Translate customer business needs into scalable, compliant technical approaches • Advise on architecture decisions with awareness of regulatory, security, and compliance constraints common in FinServ • Provide light delivery oversight on new engagements to ensure solutions align with what was sold • Support early phases of delivery to de-risk projects and ensure strong handoffs to delivery teams • Occasionally bill limited time during early customer engagement phases • Author or contribute to thought leadership, case studies, and FinServ-focused content • Help document patterns, best practices, and success stories from existing accounts • Serve as a subject-matter resource internally for FinServ and compliance-related topics