Pre-Sales Engineer

Job Description:

Pre-Sales Engineer – Aiding the Sales team on CRM SaaS Sales

An established global investment management software provider for the financial technology sector, is looking for a pre-sales engineer to help the sales team close deals selling their CRM SaaS to buy and sell side clientele.

Required Skills:

-Minimum of  5-7+ years’ experience in sales/account management in the financial technology capital industry.

-Experience performing demos for general management and executive C-Suite personnel.

-Experience with Salesforce or a similar CRM SaaS.

-Full understanding of enterprise (6 month) cycles selling Financial Services software.

-Excellent presentation, business writing, analytical and oral communication skills.

-College/University degree required, MBA preferred.


Job Responsibilities:

-Working with the sales representatives daily to close leads.

-Performing up to 3 demos/presentations a day for clients around the functionality and strengths  of the CRM software.

-Will be responsible for generating new business and upselling to current client base.

-Be well versed in the financial technology marketspace and understanding of cloud services, having market, platform, and competitor knowledge.

-Achieve/exceed sales quotas through the expansion and growth of business relationships (market share) with new clients using a consultative and process-driven approach.

-Perform sales presentations/demonstrations to further the client’s knowledge of the software and solve/prevent any queries.

We have numerous sales and marketing roles across all aspects of Financial Technology in North America so if this role isn’t suitable, but you are interested in a new challenge please contact Nicholas Pantano at: +1 (646) 381-2067

Our client’s products are used by a range of financial firms, including alternative asset managers, M&A advisors, corporate strategies, and LPs. Their products are used by over 600 firms, both small and large, in over 35 countries worldwide.