Sales Engineer

Job Description

Job Description

COMPANY: Canoe Intelligence, A Bloomberg Company

WEBSITE :

TITLE:  Sales Engineer

LOCATION: New York City

SALARY : 90,000 - 130,000 USD Annual + Benefits + Commission

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:

We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.

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 Intelligence ("Canoe"), a Bloomberg Company, is the data management and intelligence platform powering how the world invests in alts. Our AI-native platform automates the manual data processing, cutting operational costs and risk while future-proofing alts infrastructure for long term growth. Timely, accurate, and comprehensive data arms investment teams to act with the decisiveness of public markets. Canoe’s AI-driven platform was initially incubated in 2013 for Portage Partners LLC, a private multi-family office investment firm, and launched commercially in 2017. In October 2026, Canoe became a part of Bloomberg, combining our private markets data expertise with Bloomberg’s technology, data management capabilities, and global scale. Together, we’re building a connected experience across public and private markets, and investing in the Canoe platform, people, and dedicated client service that got us here. With Canoe, it’s all about making Alts, smarter.

Canoe is an equal opportunity employer and prohibits discrimination in employment. It is Canoe’s policy to provide equal opportunity and access for all persons, and the Company is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, self-identified or perceived sex, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy, childbirth or related medical conditions, or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law (each, a “Protected Characteristic”).Canoe prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics.