Sr. Solutions Engineer- Institutions
Core
Lead high-stakes institutional sales engagements for a global AI and data platform serving investment professionals, acting as a strategic partner to C-Suite executives to drive platform adoption and business transformation.
Role type
Senior Solutions Engineer (Institutional Sales)
Builds
AI-powered investment intelligence platform and data unification solutions for endowments, foundations, pensions, and asset managers.
Domain
Financial Technology (FinTech) / Investment Management
Deliverable
product features
Required skills
Enterprise sales cycle management, complex deal structuring, executive-level discovery, proof-of-concept (POC) design and execution, data lakehouse concepts, modern software architecture, API integration, AI-driven software fluency, multi-vendor legacy system integration
Preferred skills
CFA or CFP certification, Master's degree, experience closing high-revenue enterprise deals, global enterprise procurement navigation
Technologies
Data lakehouses, AI-driven software platforms, API integrations
Responsibilities
Partner with Account Executives to design complex deal structures and multi-year expansion roadmaps; Guide prospects through workflow modernization and AI adoption; Conduct executive-level discovery to map business inefficiencies to technical visions; Design and build tailored demo environments and custom POCs; Lead technical executive reviews for existing enterprise accounts; Manage technical portions of the sales cycle including RFPs and budgetary estimates; Coordinate with product and engineering teams to influence roadmap decisions; Mentor teammates and refine sales playbooks.
Seniority
Senior, hands-on IC with leadership responsibilities