What You’ll Do
- Serve as the primary domain expert, supporting account executives throughout the entire sales and relationship expansion lifecycle
- Guide existing clients through the modernization of their workflows, demonstrating platform and AI-powered insights
- Conduct deep-dive discovery sessions to understand prospect requirements and map them to technical solutions
- Design and build tailored demo environments, run end-to-end proof-of-concepts including client data ingestion
- Lead technical executive reviews and expansion executions for largest relationships, driving incremental ARR
- Manage technical portions of the sales cycle, including RFPs/RFIs and coordinating with product/engineering teams
Who You Are
Experience: 3+ years in Sales Engineering or Solutions Architecture, with proven track record in sales and account expansions
AI Specialist: Strong proficiency in AI-driven software and data ecosystems; articulate data strategy and operational efficiency
Executive Presence: Confidence to guide high-stakes technical engagements and lead executive reviews for senior stakeholders
Hands-on Technical Execution: Practitioner skilled in data architecture, managed database workflows, and strategic pitches
Investment Management Domain Expert: Robust understanding of global financial markets and asset classes (equities, fixed income, alternatives)
Revenue-Minded Engineer: Connect technical milestones to business value and ARR growth
Data Lakehouse: Understanding of workflows and integrating complex data sets (plus)
Education: Bachelor’s Degree required; CFA, CFP, Masters Degree (plus)
Travel: Flexibility to travel on short notice (10-20%)