CareerPlan

Senior Principal Solutions Engineer, Managed Business Services

New York, NY, USFull-time2026-10-21 → 2026-11-09
Hybrid

Core

Enable the MBS Sales Manager for the Americas by supporting opportunity development across the full sales lifecycle, from target identification to pipeline progression.

Role type

Senior Principal Solutions Engineer (Sales Enablement)

Builds

Sales pipeline and deal execution for Managed Business Services in FinTech

Domain

Financial Technology / Investment Management

Required skills

consultative solution selling, capital markets knowledge, investment operations, portfolio management systems, RFI/RFP coordination, Salesforce CRM management, client meeting preparation, market intelligence analysis

Preferred skills

SimCorp or competing investment management solutions experience, French or German language skills, PowerPoint and Excel proficiency

Responsibilities

Collaborate with client management, sales, and BDRs to ensure effective outreach; Identify and qualify new business opportunities; Coordinate RFI and RFP responses; Lead preparation for high-impact client meetings; Manage professional follow-up to ensure momentum; Support internal governance activities like pricing and deal approvals; Maintain high-quality CRM data; Monitor industry developments; Partner with Sales and Marketing for consistent messaging; Provide feedback on marketing campaigns; Coordinate with Sales Managers on MBS opportunities.

Seniority

Senior, hands-on IC