Help Shape the Future of Compliance Technology

About the Solutions Engineer Role

This is a pre-sales and solutions role sitting at the intersection of compliance expertise and technology. You will lead the technical and functional dimension of the sales process, running product demonstrations, shaping solution narratives, and ensuring that what we propose is grounded in industry realities and how the platform actually works. You will work closely with our sales team, providing the compliance depth and platform fluency that turns an interested prospect into a confident buyer.

You are as comfortable discussing regulatory change frameworks with a Head of Compliance as you are configuring workflows, shaping operational processes, or translating business requirements into scalable platform behaviour.

What You Will Do

Demonstrations and Pre-Sales Engagement

• Lead product demonstrations across the full Ruleguard platform, tailoring the narrative to the prospect's regulatory profile, firm type, and priority compliance obligations
• Prepare thoroughly for each demo, researching the prospect's context and structuring the session around their specific pain points rather than a generic feature walkthrough
• Handle functional and technical questions during demonstrations with confidence, distinguishing clearly between current platform capability and the product roadmap
• Work with sales colleagues to plan and sequence the pre-sales process, advising on when and how to deploy demonstrations, proof-of-concept exercises, and follow-up sessions
• Coach and support sales colleagues through demonstrations where a subject matter lead is not present, providing briefing materials, talk tracks, and objection-handling guidance
• Configure AI agents using goals, intent, constraints, guardrails and context to demonstrate real efficiencies that this technology can bring to our clients

• Translate prospect requirements into clear, well-structured solution design and scoping documents for internal use and client presentation
• Map client workflows to platform capabilities, identifying where configuration can meet requirements directly, where bespoke approaches are needed, and where gaps exist
• Contribute to proposal and RFP responses, providing the functional and technical content that underpins the commercial offer
• Collaborate closely with Product and Engineering teams to surface recurring customer requirements, implementation patterns, and opportunities for product enhancement.
• Support proof-of-concept and implementation activities, helping clients configure workflows, troubleshoot issues, and optimise operational adoption.
• Translate complex compliance and operational requirements into scalable platform configurations, workflow logic, governance controls, and solution designs.
• Work with clients to operationalise Ruleguard within real-world enterprise environments, including integration into internal systems, workflows, data sources, and approval processes.
• Maintain a working knowledge of how Ruleguard is configured across different client types, using that pattern recognition to sharpen pre-sales conversations

Platform Knowledge and Collateral

• Develop and maintain deep working knowledge of the Ruleguard platform across all solution modules, including regulatory change, policy management, conflicts of interest, personal account trading, gifts and entertainment, and related areas
• Stay current with regulatory developments relevant to Ruleguard's client base, ensuring that demonstrations and solution narratives reflect the compliance environment prospects are operating in
• Contribute to the development of demo environments, scenario libraries, and pre-sales collateral, improving the quality and consistency of how the platform is presented to market

What We Are Looking For: Compliance and Domain Knowledge

• Prior experience working within or alongside a risk or compliance function in financial services, whether as a compliance analyst, associate, or officer, or in a consulting or advisory role serving compliance teams
• Solid working knowledge of core compliance disciplines including regulatory change management, conflicts of interest, policy and procedure governance, and employee monitoring
• Familiarity with the regulatory environment relevant to asset managers, wealth managers, broker-dealers, or similar regulated firms
• Genuine curiosity about how regulation is evolving and how technology can help compliance teams keep pace

• Confident and credible in front of senior compliance and risk stakeholders, able to lead a conversation rather than present slides
• Able to read a room, adapt a demonstration in real time, and handle questions without losing the thread of the narrative
• Clear written communication; produces documentation that is precise, well-organised, and appropriate for a client audience

Technical and Analytical

• Comfortable learning and administering SaaS platforms; picks up new systems quickly and applies that knowledge practically
• Proficient with data, dashboards, and reporting, and able to work with the outputs of a compliance platform and interpret them for a client audience
• Comfortable troubleshooting complex SaaS implementations across integrations, workflow configuration, user permissions, and data quality issues.
• Familiarity with workflow automation, AI-assisted operations, or agentic SaaS concepts, including approval flows, retrieval-driven workflows, permissions, and human-in-the-loop controls.
• Familiar with AI tools and their application in compliance operations and the broader GRC technology market
• Organised and methodical; able to manage multiple pre-sales engagements in parallel without losing track of detail or follow-up

Why Ruleguard

You will join a small, focused team building compliance infrastructure for a market that is increasingly technology-driven. You will have direct influence over how the platform is positioned and sold, genuine ownership of the pre-sales process, and close proximity to product, commercial, and client teams. For the right person, it is an opportunity to build a distinctive career at the point where financial services compliance and technology meet.