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)

Benefits

• Health Insurance: From medical dental, and vision to FSAs, HSAs, and more - we’ve got you covered
• Benefits Stipend: Canoe offers a £6,000 stipend for employees to enroll in their own private benefits.
• Flexible PTO: Recharge with flexible PTO and paid holidays!
• In-Person Events: We host regular happy hours and company outings in NYC, London, and Jacksonville. Going to be remote? We also bring our teams together from around the world as we’re able.
• Hybrid and Remote Work: Most roles at Canoe offer either a Hybrid or a Fully Remote schedule. Find the flexibility you are looking for here.
• Remote Office Stipend: Need to level up your personal workspace? We offer $750 for any office equipment you purchase (monitors, desk, chair, etc.).
• Professional Development: Continue to learn and grow, utilizing $1,000 in education reimbursement available annually to each employee. We also offer a robust Learning Management platform and host regular Lunch & Learns.
• Parental Leave: We provide paid parental leave to all new parents following 6 months of employment.
• Wellness/WiFi: We reimburse employees up to $100 per month to help cover gym memberships and internet.

• Ability to multi-task and track processes and work for numerous prospective clients
• Knowledge of modern software architecture
• Worked at prior SaaS companies in similar roles such as deployments, product, engineering
• Ability to lead complex projects, relationships, and timelines
• Effective oral and written communicator with the ability to work with members at all levels of an organization, both internally and externally
• Knowledge of database concepts, cloud infrastructure, SQL
• 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)
• API exposure and general knowledge