Sales Engineer
Core
Domain expert supporting Account Executives in the sales lifecycle, leading C-Suite presentations, and delivering Proof of Concepts for financial software.
Role type
Senior Sales Engineer (Financial Services)
Builds
Sales enablement materials, custom demo environments, and Proof of Concepts for investment management platforms
Domain
Financial Services / Investment Management / SaaS
Deliverable
product features
Required skills
Investment management expertise, Financial software knowledge, SaaS deployment experience, Modern software architecture, Data Lakehouse concepts, API concepts, RFP/RFI management, SOW creation, Budgetary estimation
Preferred skills
None stated
Technologies
Data Lakehouse, APIs
Responsibilities
Lead presentations for C-Suite executives and key stakeholders, Support Account Executives throughout the sales lifecycle, Design and execute Proof of Concepts with custom demo environments, Assist with RFPs, RFIs, and Statements of Work, Coordinate internal product and technical resources, Advise existing customers on technical matters and upsell opportunities
Seniority
Mid-Senior, hands-on IC