Sales Engineer

Sales Engineer

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.

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)

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

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

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

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.