Sales Engineer

Canoe Intelligence•New York, NY

16d•Hybrid

About The Position

As a Sales Engineer, you are a key technical resource throughout our sales process, assisting in client presentations and discovery sessions with prospective clients to help deliver the value of Canoe! You will bring extensive knowledge of implementing financial software to help our existing clients and their prospects contextualize the Canoe product fit. Sales Engineers work cross-functionally to collaborate with our Sales, Client Success, and Product teams to ensure our Account Executives are abreast on the product development, workflows, and use-cases at Canoe. Additionally, you will manage and maintain the Canoe sales demo environments with up to date functionality and accompanying documentation of new features which are utilized across the sales organization. You will provide an in-depth understanding of Canoe's product advantages and capabilities. Strategically, you will assist in building out resources for the Sales team to institutionalize the knowledge for our current and future Sales team members. The successful candidate will be an outstanding communicator, consultative, and very well-organized with a deep understanding of problem solving any potential roadblocks.

Requirements

Demonstrated experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience, and financial platforms
Bachelor's Degree
Worked at prior SaaS companies in similar roles such as deployments, product, engineering
Knowledge of modern software architecture
Effective oral and written communicator with the ability to work with members at all levels of an organization, both internally and externally
Ability to multi-task and track processes and work for numerous prospective clients
Ability to lead complex projects, relationships, and timelines
Knowledge of database concepts, cloud infrastructure, SQL
API exposure and general knowledge

Nice To Haves

Bachelor's Degree in Computer Science, Mathematics, and/or Engineering field

Responsibilities

Support Sales, Client Success existing clients and their prospects throughout the entire sales process by acting as the domain expert on the Canoe products
Assist our Sales Account Executives with the completion of RFPs
Advise firms on technical matters to optimize, upsell services and products; navigate product roadmap
Assist Sales and Client Success in coordinating appropriate internal product and technical resources for prospect calls and meetings
Highlight and communicate the differentiating benefits of the Canoe solution vs. the competition by demonstrating knowledge of the Canoe product, client workflows, and financial industry domain
Support the sales effort with “Proof of Concepts”
Understand prospective clients' key business requirements, load client data, and design custom demo environments to help clients conceptualize their future Canoe experience or optimize the existing one
Support in crafting solutions for clients to address their current business needs. De-risk future implementation projects by outlining and validating a comprehensive approach to address client requirements.
Assist with the creation of the Statement of Work (SOW) as needed, budgetary estimates, and work with key internal teams (Client Success Implementation Managers, Client Support, Finance, and Legal)