Senior Sales Engineer
Core
Senior Sales Engineer owning the technical customer lifecycle from discovery through solution design, demonstrations, proof-of-concept delivery, and handover to professional services.
Role type
Senior Sales Engineer (Market Intelligence)
Builds
SaaS solutions for private markets and financial services
Domain
Financial Services / Private Markets / Market Intelligence
Required skills
SaaS product expertise, solution design, proof-of-concept delivery, technical scoping, stakeholder management, complex requirement translation, presentation skills, problem-solving, adaptability, coaching
Preferred skills
Private market data experience, valuation processes, SaaS architectures, RESTful APIs, data integrations, enterprise data workflows, LLM applications (Claude, ChatGPT, Gemini, Copilot)
Technologies
Microsoft Excel, Large Language Models (LLMs), iLEVEL, With Intelligence, Private Market Valuations, Capital IQ
Responsibilities
Lead technical customer lifecycle including discovery, solution design, demos, and POCs; Partner with sales to understand business objectives and technical environments; Deliver product demonstrations and POCs with defined objectives; Communicate complex technical info to diverse audiences; Advise on solution configuration and integrations; Collaborate with product and professional services for accurate scoping; Share customer insight to improve processes; Stay current on AI impact in finance; Support RFPs and workshops; Use LLMs for analysis and solution development.
Seniority
Senior, hands-on IC with mentorship responsibilities
