Canoe

Sales Engineer

Posted 8 Hours Ago

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New York City NY USA

Hybrid

90K-130K Annually

Mid level

Artificial Intelligence • Fintech • Information Technology • Machine Learning • Financial Services

First-of-its kind AI technology powering the future of alternative investments

The Role

As a Sales Engineer you will assist in technical sales processes support clients and Account Executives and provide product demonstrations and solutions based on Canoe's financial software.

Summary Generated by Built In

COMPANY: Canoe Intelligence
WEBSITE: https://canoeintelligence.com/
TITLE: Sales Engineer
LOCATION: New York City (hybrid)
SALARY: $90000 - $130000 base salary + variable
The Role:
As a Sales Engineer you are a key technical resource throughout our sales process assisting in client presentations and discovery sessions with prospective clients to help deliver the value of Canoe! You will bring extensive knowledge of implementing financial software to help our existing clients and their prospects contextualize the Canoe product fit. Sales Engineers work cross-functionally to collaborate with our Sales Client Success and Product teams to ensure our Account Executives are abreast on the product development workflows and use-cases at Canoe. Additionally you will manage and maintain the Canoe sales demo environments with up to date functionality and accompanying documentation of new features which are utilized across the sales organization.
You will provide an in-depth understanding of Canoe's product advantages and capabilities. Strategically you will assist in building out resources for the Sales team to institutionalize the knowledge for our current and future Sales team members. The successful candidate will be an outstanding communicator consultative and very well-organized with a deep understanding of problem solving any potential roadblocks.
What You'll Do:

Support Sales Client Success existing clients and their prospects throughout the entire sales process by acting as the domain expert on the Canoe products
Assist our Sales Account Executives with the completion of RFPs
Advise firms on technical matters to optimize upsell services and products; navigate product roadmap
Assist Sales and Client Success in coordinating appropriate internal product and technical resources for prospect calls and meetings
Highlight and communicate the differentiating benefits of the Canoe solution vs. the competition by demonstrating knowledge of the Canoe product client workflows and financial industry domain
Support the sales effort with "Proof of Concepts"
Understand prospective clients' key business requirements load client data and design custom demo environments to help clients conceptualize their future Canoe experience or optimize the existing one
Support in crafting solutions for clients to address their current business needs. De-risk future implementation projects by outlining and validating a comprehensive approach to address client requirements.
Assist with the creation of the Statement of Work (SOW) as needed budgetary estimates and work with key internal teams (Client Success Implementation Managers Client Support Finance and Legal)

What We're Looking For:

Demonstrated experience in the Financial Services space including roles in FinTech deployment sales engineering solutions architecture product experience and financial platforms
Bachelor's Degree (Computer Science Mathematics and/or Engineering field a plus)
Worked at prior SaaS companies in similar roles such as deployments product engineering
Knowledge of modern software architecture
Effective oral and written communicator with the ability to work with members at all levels of an organization both internally and externally
Ability to multi-task and track processes and work for numerous prospective clients
Ability to lead complex projects relationships and timelines
Knowledge of database concepts cloud infrastructure SQL
API exposure and general knowledge

What You'll Get:

Medical dental vision benefits
Flexible PTO
401(k)
Flexible work from home policy
Home office stipend
Employee Assistance Program
Gym/Wifi reimbursement
Education assistance
Parental Leave

Our Values:

Client First -> Listen and deliver client-centric solutions
Be An Owner -> Take initiative improve situations drive positive outcomes
Excellence -> Always set the highest standard for yourself and others
Win Together -> 1 + 1 = 3

Who We Are:
Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors capital allocators asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies Canoe's technology automates the highly-frustrating time-consuming and costly manual workflows related to alternative investment document and data management extraction and delivery. With Canoe clients can refocus capital and human resources on business performance and growth increase efficiency and gain deeper access to their data. Canoe's AI-driven platform was developed in 2013 for Portage Partners LLC a private investment firm.
Canoe is an equal opportunity employer. All aspects of employment including the decision to hire promote discipline or discharge will be based on merit competence performance and business needs. We do not discriminate on the basis of race color religion marital status age national origin ancestry physical or mental disability medical condition pregnancy genetic information gender sexual orientation gender identity or expression veteran status or any other status protected under federal state or local law.

Top Skills

Api Exposure

Cloud Infrastructure

Database Concepts

Financial Software

Modern Software Architecture

SQL

What the Team is Saying

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The Company

HQ: New York NY

180 Employees

Year Founded: 2017

What We Do

Canoe offers first-of-its kind AI technology powering the future of alternative investments. Canoe has reimagined the future of alternative investments with cloud-based machine-learning technology for document collection data extraction and data science initiatives. We transform complex documents into actionable intelligence within seconds and empower allocators with tools to unlock new efficiencies for their business. Since the beginning we’ve maintained a focused client-first approach to building and enhancing our technology and will continue to do so. By introducing automation to alternatives document collection and data management workflows institutional investors wealth managers and general partners are seeing dramatic improvements in data accuracy and access team efficiency and client satisfaction.

Why Work With Us

At Canoe we look for people who are open-minded willing to roll up their sleeves and constantly ask questions. We believe that diverse backgrounds and perspectives foster conversation and innovation and collaborate to make each other better. Canoe's success is intertwined with each individual's success which is why we focus on the team.