Presales Engineer - NYC

Portfolio BI (PBI) empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Born from the merger with Hentsū, and backed by Credit Suisse Asset Management's NEXT Investors, our customers benefit from our integrated platforms, local technological expertise, and seasoned financial experts. We are an asset management technologist and we provide a fully managed cloud platform for hedge funds, with on-demand trading, research and corporate technology, as well as connectivity to market data providers, brokers, and exchanges. Our vision is to drive agile transformation across financial services through public cloud technologies, SaaS and data science.

We are committed to developing our team as we grow by offering a variety of opportunities to increase knowledge, build skills, and take charge of your career.

The primary goal of the Presales Engineer is to design and execute the pre-sales cycle covering functional, operational, and technical support activities to prospective clients and existing customers. You will act as the 'trusted advisor' and a consultative resource to both internal (e.g. Sales, Product, Account Management, etc.) and external stakeholders, assisting in driving new business from prospective and existing customer accounts to achieve revenue goals. The core function of this role will be to assess customer key business requirements and 'solutionize' the PBI offering through demonstrations and conversations - leveraging the PBI offerings (SaaS and Managed Services) with a high degree of conviction and clear understanding of client requirements and pain points.

This position will include the organization, planning, directing, and coordination of all aspects of pre-sale engagement covering the PBI Products across all target's addressable markets. This is an exciting opportunity to join a fast-growing team.

What you'll do:

• Understand the competitive landscape and key differentiators of the PBI offerings
• Continuously evolve domain expertise with respect to all current developments and enhancements to the PBI offerings (SaaS and Managed Services)
• Evaluate customer business and technical needs with a consultative approach, collaborate with sales on the sales strategy, and prepare and deliver high quality, 'solution-led' demonstrations and conversations to business and technical stakeholders from prospective firms
• Present demos and POCs
• Display strong technical acumen with an ability to confer with customers and assess their requirements
• Effectively handle potential client objectives and be able to adapt the demonstration of functional product capabilities to meet clients' needs
• Build trusted relationships with key internal & external stakeholders from procurement through delivery by demonstrating the benefits and value proposition of the PBI products

Requirements

• 5 years of relevant experience, specifically in the software services industry (fintech preferred)
• Experience in the financial markets industry is mandatory (buy-side preferred)
• Experience in like-product offerings in the buy-side market
• Strong analytical skills and willingness to thoroughly understand potential clients' core businesses, workflows, and pain-points
• Excellent organizational, communication and presentation skills
• A working understanding of financial markets buy side: Front, Middle and Back Office preferred
• Experience in pre-sales or sales capacities delivering software to financial services institutions is preferred

Benefits

You would be part of an international team of people from all over the globe, working on the latest technology and at the forefront of automation and innovation. We offer:

• Flexible working, hybrid
• Competitive salary
• Medical insurance and 401k packages
• PTO and sick leave
• PPO and EPO plans
• Professional development and training
• Discretionary performance bonus