Sales Engineer

The Sales Engineer (aka Solutions Consultant) is responsible for providing support to the sales, account management and customer success teams. The typical sales process involves multiple customer stakeholders across different functions, so it is important that the Solutions Consultant be able to speak with equal credibility to the technical aspects of the product as to the individual business challenges for each persona.  This position will organize, plan, direct, and coordinate all aspects of the technical pre-sales engagement, including demos, proofs of concept, requirements scoping, value assessment, and proposal creation.

This individual contributor role offers a unique opportunity for exposure to all core functions of a high-growth company. The ideal candidate will be an effective collaborator and influencer who can develop positive working relationships with prospects and customers through a consultative and solution-oriented approach. 

What You'll Do:

• Act as a trusted advisor to the customer and provide “industry expert” best practices 
• Support Sales Executives and Account Managers during the customer buying process 
• Present to partners and clients how our products can help solve their strategic business challenges through in depth product demonstrations or proofs of concept and leading assessment workshops
• Drive customer requirements gathering and proposal generation for new customers
• Lead Proposal preparation in conjunction with Sales Manager
• Liaison between customers and Customer Success team to communicate relevant feedback and customer requirements to ensure alignment between pre- and post-contract delivery

What You'll Have:

• 5+ years of experience as a solutions engineer or consultant to private equity/investment funds, or experience in investment banking or real estate investment 
• A passion for delighting customers and creating a valuable and memorable customer experience
• Ability to communicate effectively from the C-level  to user-level and build rapport with each
• An analytical / business background with strong financial modeling skills
• At least two years of experience as a solutions engineer or consultant in the software industry
• Confidence in front of customers and audiences with strong presentation skills
• Self-motivation, persistence, and a strong work ethic
• Coachable and able to take training/feedback with a positive approach