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Sales Engineer, Syndicated Loans Data Platform New York, NY About Us: industry-backed fintech on a mission to make the syndicated loan market better. By digitally capturing agent banks data on a real-time basis, provides unprecedented transparency into loan level details and portfolio positions, bringing efficiency and velocity to the entire market. Through our platform, participants can rest assured they are accessing the loan markets most credible source of deal information. About You: looking for a seasoned Sales Engineer. You will join our Sales team and be responsible for multiple aspects of our sales process. You bring a deep knowledge of the loan market and financial software to help our prospects contextualize as a solution. In this role you will work directly with the sales team to understand the needs of our customers, strategize on how to navigate winning sales cycles, provide compelling value-based demonstrations, support enterprise Proof of Concepts, and ultimately close business. You will report to the Head of Sales and work collaboratively across internal departments including Product, Technology, and Client Engagement. Key Responsibilities: Act as subject matter expert during sales process and thoroughly understand all aspects of the platform in order to explain the technology to all types of users Assist in defining sales strategy and is proactive about preparing appropriate data and reports for sales events Participate in demand creation events (seminars, trade shows, conferences, etc.) Build and demo complex client-specific Custom Demonstrations / Proof of Concepts Provide pre- and post-sales technical expertise as well as ongoing consultation to clients and prospects related to our customer-facing data feed and API solutions Synthesize knowledge gained from customers interactions back to business management, Product and Technology teams Proactive about maintaining high level of product/solution knowledge, as well as applicable technology changes Deliver high quality documentation of recommended solutions to clients and internal stakeholders Present technology and vision to executives and technical contributors at prospects and customers Work hands-on with prospects and customers to demonstrate and communicate the value of technology throughout the sales cycle, from demo to proof of concept to design and implementation Immerse yourself in the ever-evolving industry, maintaining a deep understanding of competitive and complementary technologies and vendors and how to position in relation to them. Collaborate with Product Management, Engineering, and Marketing to continuously improve products and marketing Must Haves Bachelors degree in Finance and/or Computer Science a plus 8-12 years experience in financial markets, data, or technology sales Strong knowledge of portfolio and investment accounting for middle and back-office workflow and operations highly desired Working knowledge of asset management industry a plus Strong understanding of the business process and workflows of target markets. Strong technical experience with ability to relate technical advantages into business benefits Outstanding presenting skills to both technical, front office, and executive audiences, whether impromptu on a whiteboard or using presentations and demos. Experience with large-scale Database and/or Data Warehouse technology and/or Data at Scale concepts Ability to connect a customers specific business problems and solutions Nice to Haves: Syndicated Loan sales experience International sales experience versna
Date Posted: 19 March 2025
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