Enterprise Sales Engineer
Skills
Certified Financial PlannerComplex SalesEngineeringEquitiesHTMLInvestmentsPresentations
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 3+ years in Sales Engineering or Solutions Architecture
- Proven support for new sales and large account expansions
- Strong proficiency in AI-driven software and data ecosystems
- Ability to speak to data strategy and operational efficiency
- Confidence leading high-stakes technical engagements with executives
- Hands-on technical skills in data architecture and managed database workflows
- Robust understanding of global financial markets and asset classes
- Ability to connect technical milestones to business value and ARR growth
- Bachelor’s Degree required
- Flexibility to travel on short notice 10-20%
Nice to have
- Executive presence
- Roll-up-your-sleeves mindset
- Revenue-minded
- Early adopter of AI tools
- Growth mindset
Day to day
- Lead high-stakes presentations for C-Suite advisors and key stakeholders, clearly showing how the platform solves complex financial challenges.
- Partner with account executives to drive the technical sales cycle, guide discovery, and shape AI-driven workflow and data integration conversations.
- Build tailored demo environments and run end-to-end proofs of concept, including client data ingestion, to demonstrate tangible business value.
- Support enterprise account growth through technical executive reviews expansion planning and coordination with product and engineering teams.
Hiring process
- Formal interview process