SALES ENGINEER needed at one of our capital markets technology clients!!! Hybrid 2x per week in NYC preferred but can also be remote anywhere in the US. Base $150k - $160k base plus around $25k target commission/bonus. Must have 5 - 15 years of SE or similar experience selling complex software solutions to the buy side, sell side or private markets firms. Some experience working with APIs and with AI tools also highly preferred.
The Sales Engineer will play a lead role in enabling Account Executives to deliver best-in-class service to new and existing clients. Sitting at the intersection of sales and technology, this individual will serve as a trusted technical advisor throughout the pre-sales process, translating the power of the platform into compelling business outcomes for prospects and clients alike. From discovery through close, the Sales Engineer will own the technical narrative, drive proof of concept engagements, and ensure that every deal is backed by a clear and confident value proposition. We are looking for a proven, experienced Sales Engineer with deep fintech SaaS experience and the credibility to influence both technical stakeholders and executive buyers.
JOB RESPONSIBILITIES:
• Partner with Account Executives throughout the pre-sales cycle to develop and deliver tailored technical presentations, product demonstrations, and solution narratives that connect the firm's capabilities to prospect and client business objectives.
• Lead structured discovery sessions to uncover technical requirements, workflow pain points, and strategic priorities across stakeholder groups including IT, compliance, and business leadership.
• Scope, manage, and execute proof of concept engagements, defining success criteria upfront and driving evaluations to a clear outcome within agreed timelines.
• Own and deliver responses to RFPs, DDQs, and Information Security questionnaires for pre-sales revenue opportunities, maintaining a structured knowledge base to ensure accuracy and accelerate future responses.
• Scope business and tech requirements, craft Statements of Work, and ensure seamless handoff to implementation teams.
• Apply value-based selling principles and strategic storytelling to build compelling business cases that differentiate the firm and drive deal progression.
• Support upsell and expansion opportunities within the existing client base by identifying unmet needs and positioning additional capabilities.
• Serve as a technical liaison to Product and Engineering teams, channeling field insights, feature requests, and competitive intelligence into the product roadmap process.
• Capture and synthesize client feedback to inform sales strategy, messaging, and go-to-market positioning in collaboration with Sales and Marketing leadership.
• Leverage AI tools and modern SE workflows to build repeatable, scalable processes that improve team efficiency across demos, RFP responses, and technical documentation.
• Mentor and coach members of the Business Development team on technical product knowledge, SE best practices, and effective solution positioning.
MUST-HAVE SKILLS:
• 5 - 15 years of experience as a Sales Engineer within Capital Markets SaaS
• Proven track record selling complex enterprise solutions.
• Ability to creatively explain and present complex concepts in an easy-to-understand manner
• Excellent verbal and written communication skills for conveying ideas clearly and persuasively to various stakeholders.
• Willingness to travel.
• Ability to manage multiple projects simultaneously, prioritize tasks, and ensure timely completion.
• Demonstrated expertise in value-based selling and technical storytelling, with the ability to build and deliver business cases that resonate with both technical and executive audiences.
• Experience owning and delivering RFP, DDQ, and Information Security questionnaire responses in a pre-sales context.
• Proficiency with AI tools and platforms to improve SE workflows, accelerate content creation, and drive team-wide efficiency.
• Comfort working with APIs and integration concepts, with the ability to engage confidently with technical stakeholders on architecture and connectivity questions.
• Experience mentoring or coaching junior members of a pre-sales or business development team.