Who we are looking for
The Solutions Engineer is responsible for providing pre-sales support to the sales, account management, customer success, and product teams. The typical sales process involves multiple customer stakeholders across different functions, so it is important that the Solutions Engineer be able to speak with equal credibility to the technical aspects of the product as to the individual business challenges for each persona. A key stakeholder this role will speak with is the CTO or CIO of a client, where the Solutions Engineer should be capable of leading a strategic technical architecture discussion and providing a clear recommendation. This position will organize, plan, direct, and coordinate all aspects of the technical pre-sales engagement, including demos, proofs of concept, security audits, requirements scoping, and proposal creation.
This role offers a unique opportunity for exposure to all core functions of a high-growth SaaS company which is part of Charles River Development, A State Street Company. The Solutions Engineer will hear firsthand customer / market challenges while also gaining experience with the operations of the product, engineering, and post-contract support teams. This is an execution role that offers multiple opportunities for leadership advancement with company scaling.
Why this role is important to us
The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created first open front-to-back platform - State Street Alpha, that was launched in 2019.
Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for.
What you will be responsible for
As a Solutions Engineer, you will
- Act as a trusted advisor to the customer and provide “industry expert” best practices using tangible examples from actual clients
- Support Sales Manager during the discovery phase of customer buying process. Define the specific problems to solve with tangible examples from customer data.
- Present to partners and clients how our products can help solve their technical and strategic business challenges through in-depth product demonstrations or proofs of concept and leading onsite workshops
- Lead engagement with CTO or CIO on technical architecture strategy and provide credible recommendations for a data management strategy
- Drive customer requirements gathering and proposal generation for new customers. The Solutions Engineer is the technical bridge between all functional groups and their pre-sales customers.
- Lead Request for Proposal (RFP) responses in conjunction with Sales Manager
- Liaison between customers and Customer Success team to communicate relevant feedback and customer requirements to ensure alignment between pre- and post-contract delivery
- Manage internal teams to delivery to clients within buying cycles. Strong collaboration required with Product, Marketing, Development, and Customer Success functions.
What we value
- Experience in infrastructure, real estate, private credit, private equity, private market diligence, fund management, or process consulting
- Ability to communicate effectively from CEO to entry-level end user and build rapport with each, strong presentation skills
- An analytical / business background, experience in private markets preferred
- Hands on Experience with proof-of-concept development using modern technologies
- Self-motivated, persistent, strong work ethic, coachable and able to take training/feedback with a positive approach
- Strong Investment Management, Corporate Finance or Accounting knowledge
- Bonus: Experience utilizing Business Intelligence platforms to build dashboards or specific technical skills (e.g., Java, JavaScript, AWS, Perl/Python, SQL, Tableau, PowerBI etc.)
Education & Preferred Qualifications
- Bachelor’s degree / Master’s degree (preference in Accounting/Finance)
- 5+ years of experience as a solutions engineer or consultant to private market investors or Fortune 500
- Optional: Studying for CFA/CAIA Certifications
Additional requirements
- Ability to travel as required for customer engagements (~30%-50%), including internationally
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
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