Solutions Engineer
Core
Solutions Consultant supporting EU Investors (VC, PE, Private Credit) by collaborating with sales to scope fund administration solutions and lead technical demos.
Role type
Solutions Consultant (Pre-sales)
Builds
Fund administration services, portfolio management, investor portal, digital KYC
Domain
Private Capital / Fund Administration / Venture Capital
Deliverable
client delivery
Required skills
Fund accounting, fund structures (PE/VC/Private Credit), stakeholder management, technical financial expertise (waterfall, reporting, analytics), product knowledge
Preferred skills
SaaS customer-facing experience, European Alternative Funds regulations knowledge
Technologies
Carta platform
Responsibilities
Accompany sales team on calls to understand customer needs and scope solutions; Lead technical demos of fund administration products; Partner with Product and Delivery teams on technical aspects of sales cycles; Provide consultative advice to new and established fund managers on operations and LP communications; Contribute to product roadmap based on prospect insights; Support BD team at partner events