Sales Engineer

Who We Are:

Qualifications

• Demonstrated experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience, and financial platforms
• 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
• Medical, dental, vision benefits
• Flexible PTO
• 401(k)
• Flexible work from home policy
• Home office stipend
• Employee Assistance Program
• Gym/Wifi reimbursement
• Education assistance
• Parental Leave
• Client First —> Listen, and deliver client-centric solutions
• Be An Owner —> Take initiative, improve situations, drive positive outcomes
• Excellence —> Always set the highest standard for yourself and others
• Win Together —> 1 + 1 = 3

Preferred Qualifications

• Bachelor's Degree (Computer Science, Mathematics, and/or Engineering field a plus)

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)
• Demonstrated experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience, and financial platforms
• Bachelor's Degree (Computer Science, Mathematics, and/or Engineering field a plus)
• 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
• Medical, dental, vision benefits
• Flexible PTO
• 401(k)
• Flexible work from home policy
• Home office stipend
• Employee Assistance Program
• Gym/Wifi reimbursement
• Education assistance
• Parental Leave
• Client First —> Listen, and deliver client-centric solutions
• Be An Owner —> Take initiative, improve situations, drive positive outcomes
• Excellence —> Always set the highest standard for yourself and others
• Win Together —> 1 + 1 = 3