Key skills
AISales
About this role
Role Overview
- Serve as the primary domain expert supporting account executives throughout the entire sales lifecycle
- Guide existing clients through the modernization of their workflows
- Conduct deep-dive discovery sessions to understand prospect requirements
- Design and build tailored demo environments
- Lead technical executive reviews and expansion executions
- Manage the technical portions of the sales cycle
Requirements
- 3+ years in Sales Engineering or Solutions Architecture
- Strong proficiency in AI-driven software and data ecosystems
- Confidence to guide high-stakes technical engagements
- Understanding of global financial markets and a broad spectrum of asset classes
- Bachelor’s Degree required, certifications such as the CFA, CFP and Masters Degree are a plus
- Flexibility to travel on short notice (10-20%)
Benefits
- bonus
- equity
- benefits