
2 - 10 employees
Founded 2019
💼 Consulting
🏦 Banking
🤝 B2B
Consulting • Banking • B2B
2Oaks Consulting is a modern consultancy led by former CIOs and transformation leaders that helps organizations deliver complex change. The firm emphasizes banking transformation, mergers & acquisitions support (U. S. and Canada whitepapers), and business resilience/business continuity assessments and services. Their target clients are enterprise and financial-sector organizations undergoing technology-led transformation, M&A activity, and resilience planning.
🔥 2 hours ago
Improve your chances of getting an interview by checking your resume score before you apply.

2 - 10 employees
Founded 2019
💼 Consulting
🏦 Banking
🤝 B2B
Consulting • Banking • B2B
2Oaks Consulting is a modern consultancy led by former CIOs and transformation leaders that helps organizations deliver complex change. The firm emphasizes banking transformation, mergers & acquisitions support (U. S. and Canada whitepapers), and business resilience/business continuity assessments and services. Their target clients are enterprise and financial-sector organizations undergoing technology-led transformation, M&A activity, and resilience planning.
• Serve as technical subject-matter-expert in pre-sales conversations: answer client questions about architecture, hosting, workflows, integration, security, etc. • Build and deliver compelling demos tailored to client use cases. • Translate technical capabilities into clear business outcomes and use cases. • Communicate with confidence across all levels of the organisation, from developers to executives with particular focus on C-suite and decision-makers. • Assist in the planning of implementation (Sales handoff) and liaise with delivery teams. • Remain engaged post-sale as a knowledge steward, ensuring promises translate into delivered value. • Travel occasionally to meet clients, attend strategic sessions, and represent the product at conferences.
• 10+ years of experience in Financial Services (banking strongly preferred). • Degree in Computer Science, Engineering, Information Systems, or a related field (or equivalent proven experience). • Highly articulate, personable, and confident in both one-on-one and group settings. • Proven ability to engage, present, and influence at Executive level. • Exceptional ability to simplify complexity and communicate in plain language. • Strong technical foundation in software (SaaS/cloud, APIs, integrations, workflows). • Skilled in using diagrams and models to conceptualize and explain solutions. • Naturally curious, detail-oriented, and unafraid to ask questions. • Hands-on approach willing to roll up sleeves and get stuck in. • Track record in pre-sales, solution engineering, or customer-facing technical roles. • Must be based in North America (U.S. preferred, ideally South Atlantic region for proximity to Charlotte, NC). • Willingness to travel occasionally.
• Attractive pay rates that reflect the seniority and impact of the role. • Assistance and guidance on incorporation setup for independent consultants who need support with business registration.
Apply Now🕒 4 days ago
Sales Engineer designing AI-powered sales pipeline for healthcare technology company serving medical specialties. Role involves building intelligent systems that automate sales processes and enhance revenue growth.
AWS
Cloud
JavaScript
Python
SQL
TypeScript
🕒 May 19
Sales Engineer supporting pre-sales engagements and GTM initiatives for APILayer's APIs. Combines technical expertise with market execution to drive customer adoption.