Sales Engineer

About 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 of 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 for any potential roadblocks.

Responsibilities

• 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 the 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)

Requirements

• 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

Benefits

• 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

Pay

$90,000 - $130,000 base salary + variable

About the Company

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. Our mission is to unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators, and wealth managers.

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