Pre Sales Engineer

S&P Global • Virtual, AL

7d • Hybrid

About The Position

Join our team of intelligent, personable professionals that all value teamwork and collaboration to succeed for the sales organization. Even though each person is self sufficient in working on assigned sales opportunities, the team always offers a helping hand to each other to get projects completed successfully and efficiently. The team likes to socialize for lunch or after business hours and always maintains a strong bond. Any new member will be welcomed warmly into the sales engineering group. Our Pre-Sales Consultants are responsible for providing business and technical expertise to support our Sales and Client Management teams. This role is focused on supporting our Private Markets business – encompassing both software and services. Engage with prospective clients and understand their specific needs and challenges related to Portfolio Monitoring in Private Markets. Present the software and its key benefits, demonstrating how it can meet the clients' requirements. Provide product expertise during the sales process, including product demonstrations, RFI/RFP responses, Workshops and POC's. Articulating technology and product positioning to business and technical users. Providing expertise internally to Product Management teams to inform future development. Stay up to date with the latest trends and developments in the Private Markets, Portfolio Monitoring software space, and the consistent evolution of AI and its impact on finance markets.

Requirements

• 5+ years of experience in a client facing role such as Pre-Sales Engineer, Implementations, Technical Solutions, or a related role.
• Excellent presentation and communication skills with experience presenting technical concepts and/or software to senior level business users.
• Strong proficiency in Microsoft Excel, including data analysis and modelling.
• Strong analytical skills and problem-solving ability.
• Willingness to travel

Nice To Haves

• Experience with LLMs (Claude, Chat GPT, Gemini, and Copilot) are a plus
• Strong time management skills
• Ability to assimilate and harness new information quickly.
• Ability to handle objections when challenged in a one on many situations.
• Highly motivated, positive, entrepreneurial, can-do attitude, creative, ownership driven, intellectually curious, dynamic, confident, professional and goal-oriented.

Responsibilities

• Engage with prospective clients and understand their specific needs and challenges related to Portfolio Monitoring in Private Markets.
• Present the software and its key benefits, demonstrating how it can meet the clients' requirements.
• Provide product expertise during the sales process, including product demonstrations, RFI/RFP responses, Workshops and POC's.
• Articulating technology and product positioning to business and technical users.
• Providing expertise internally to Product Management teams to inform future development.
• Stay up to date with the latest trends and developments in the Private Markets, Portfolio Monitoring software space, and the consistent evolution of AI and its impact on finance markets.

Benefits

• Health care coverage designed for the mind and body.
• Generous time off helps keep you energized for your time on.
• Access a wealth of resources to grow your career and learn valuable new skills.
• Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
• Perks for your partners and little ones, too, with some best-in class benefits for families.
• From retail discounts to referral incentive awards—small perks can make a big difference.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed