Senior Solutions Engineer – Institutions

This is a fully remote position, open to applicants in New York.

📋 Description

• Serve as the primary domain expert for fund managers, institutional investors, and OCIOs.

• Collaborate with Account Executives to create intricate deal frameworks and multi-year growth strategies.

• Assist prospects and clients in modernizing their operational workflows.

• Perform executive-level inquiries to uncover systemic business inefficiencies.

• Develop and construct customized demonstration environments.

• Conduct technical executive evaluations for our largest existing partnerships.

• Oversee the technical aspects of the sales process.

• Work in close coordination with product and engineering teams.

• Mentor colleagues and enhance sales playbooks.

⛳️ Requirements

• Over 7 years of experience in Sales/Solutions Engineering or Solutions Architecture.

• Extensive domain knowledge in investment management and analysis for both LPs and GPs.

• Strong proficiency in AI-driven software and contemporary data ecosystems.

• Ability to lead high-stakes technical discussions with confidence.

• Familiarity with workflows embedded in and the integration of complex data sets.

• Understanding of modern software architecture, database principles, and API integration.

• A Bachelor's degree is required; CFA, CFP, or a Master's degree is advantageous.

• Willingness to travel on short notice (10–20%).

🏝️ Benefits

• Bonus

• Equity

• Benefits