Sales Engineer, Canoe
$100-125k
OTE
+ Equity
AI platform for alternative investments
Be an early applicant
AI platform for alternative investments
101-200 employees
Be an early applicant
$100-125k
OTE
+ Equity
101-200 employees
Company mission
To unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators and wealth managers.
Role
Who you are
- You will bring extensive knowledge of implementing financial software to help our existing clients and their prospects contextualize the Canoe product fit
- The successful candidate will be an outstanding communicator, consultative, and very well-organized with a deep understanding of problem solving any potential roadblocks
- 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 and familiarity of database concepts, cloud infrastructure, data lakes/warehouses, SQL
- API exposure and general knowledge
What the job involves
- 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
- Sales Engineers work cross-functionally to collaborate with our Sales Account Management, Client Success, and Product teams to ensure our Account Managers 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 Account Management team to institutionalize the knowledge for our current and future Sales Account Managers
- Support Account Management, 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 Management with the completion of RFPs/DDQs
- Advise firms periodically on technical matters to optimize, upsell services and products; navigate product roadmap
- Assist Sales Account Management 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 Value” demonstrations
- 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 Implementation Managers, Client Support, Operations, and Product)
Salary benchmarks
Our take
The internet presents itself as a seemingly infinite source of crucial information, particularly when it comes to financial information to inform smart investment. However, the sheer amount of data available makes it incredibly difficult to mine, aggregate and analyze in a way that is fast and efficient enough to be useful.
Canoe leverages AI technology to automate the analysis of investment data, including document collection, data extraction, categorization and validation. The technology is provided in the form of cloud-based tools, API packages and integrated portals, ultimately aiming to present a unified system in which investors can tackle the inefficiencies of manual investment data analysis.
It's undeniable that other automated data analysis services are available, but the unified nature of Canoe makes it stand out as a solution with a lot of potential. Off of 2024's Series C funding, the company is further optimising and developing its product offerings.
Freddie
Company Specialist at Welcome to the Jungle
Insights
48% employee growth in 12 months
Company
Funding (2 rounds)
Jul 2024
$36m
SERIES C
Feb 2023
$25m
SERIES B
Total funding: $61m
Company benefits
- Intracompany committees
- Team based strategic planning
- Group brainstorming sessions
- Health/Dental/Vision Benefits
- Life Insurance
- Wellness Programs
- Commuter Benefits
- Company Outings
- Happy Hours (Club Canoe) are hosted once a month, and impromptu happy hours are sprinkled in between!
- Education reimbursement
- Onsite and virtual training courses
- Attendance at job related conferences and seminars
- Monthly Lunch and Learns
- Cross functional training encouraged
- Promote from within
- Customized development tracks
- 401(K)
- Company Equity
- Performance Bonus
- Unlimited PTO
- Paid Holidays
Company HQ
Canal Street, New York, NY
Leadership
Jason Eiswerth
(CEO)Extensive experience in financial services and business development. Held various Board positions and served as Managing Director at firms such as Nima Capital.
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