About the Role
IMPLEMENTATION MANAGER / SALES ENGINEER needed! Remote anywhere on the east coast, mid west or in London. Can also be hybrid if you prefer in a bunch of locations. Base $150k - $200k plus bonus. Must have experience in a similar role at a private markets software vendor.
Our client's Private Capital Markets platform is transforming private asset valuation and portfolio workflows for alternative asset managers. As they scale their platform and client base, they are seeking an Implementation & Sales Engineer to lead technical onboarding and solution design for both external software clients and internal valuation teams (PV).
Day-to-day responsibilities:
Client Onboarding & Implementation
- Lead onboarding of new clients and PV users, configuring workflows, training users, and ensuring data quality
- Map client data to platform schemas and coordinate bulk uploads using standard PCM uploaders
- Serve as technical resource for nuanced deal structures (PIKs, tranches, step-ups, prepayments)
- Manage project timelines and stakeholders from kickoff to go-live
API & Integration Support
- Serve as the face of PCM's API for clients and PV users
- Assist with integration design and technical troubleshooting
- Coordinate with engineering on documentation and support for API releases
Pre-Sales Technical Support
- Tailor and configure demo environments to reflect prospect use cases
- Join commercial team in demos to explain advanced modeling and data ingestion features
- Gather implementation requirements during pre-sales for handoff to delivery teams
Voice of Customer & Feedback Loop
- Document client requirements and pain points to inform product roadmap
- Act as liaison between clients/PV and product/engineering teams
Qualifications:
- 5+ years in a client-facing technical or implementation role within fintech, SaaS, or private markets
- Knowledge of credit/loan products and fund structures strongly preferred
- Proficient in data mapping, structured uploads, and working with REST APIs
- Excellent communicator and project manager; PMP or agile experience a plus