Sales Engineer, Xceptor
$145-150k
+ Bonus of up to 25%
2-3 days a week in office
Data automation software
Be an early applicant
Data automation software
201-500 employees
Be an early applicant
$145-150k
+ Bonus of up to 25%
2-3 days a week in office
201-500 employees
Company mission
To empower business users within financial institutions to build automated processes that deliver trusted data.
Role
Who you are
- This is an exciting opportunity for an ambitious technology professional with experience supporting enterprise software sales within financial services or capital markets environments
- 2+ years in a Sales Engineering, Pre-Sales, or Solutions Consulting role at a software vendor, selling into financial institutions – or equivalent experience
- Demonstrable depth in one or more of: trade confirmations, reconciliations, corporate actions, client lifecycle / KYC, fund administration, tax operations, or similar middle and back-office workflows
- Strong consultative discovery skills – comfortable challenging client assumptions and reframing requirements around business outcomes
- Comfortable presenting to and influencing senior stakeholders, including Heads of Operations, COOs, and Technology Directors
- Degree in Computer Science, Engineering, Finance, Business, or a related field – or equivalent practical experience desirable
- Working knowledge of databases and querying (SQL preferred)
- Experience with low-code / no-code platforms, RPA, or workflow automation tooling
- Understanding of cloud deployment models (Azure preferred)
- Awareness of how AI is being applied to operations workflows
- Practical experience with a sales qualification methodology (e.g. MEDDIC) and CRM tooling (e.g. Salesforce) is desirable
- We know that not everyone ticks every single box in a job description — and that’s okay. If you’re excited about this role and think you could make a difference, we’d love to hear from you. Your unique skills and experiences might be just what we need, even if you don’t meet every requirement
What the job involves
- We are looking for a customer-focused Sales Engineer to join our growing North American team in New York
- As a Sales Engineer, you will serve as the technical expert throughout the sales cycle, partnering closely with Account Executives to understand client challenges, demonstrate the value of the Xceptor platform, and deliver compelling solution presentations
- You will work directly with prospects across investment banking, asset management, securities services, and other financial institutions to showcase how Xceptor can automate complex data and operational workflows
- Lead the technical side of the sales cycle in North America, working closely with Account Managers, New Business Sales, Customer Success Managers, and Partner Executives
- Run discovery sessions and whiteboard workshops with operations leaders to uncover business needs and map them to Xceptor’s products
- Deliver tailored software demonstrations and Proofs of Value that translate technical capability into clear commercial value
- Lead complex Proofs of Value end-to-end, including solution design, configuration, and value/ROI quantification to drive business cases
- Respond to RFIs and RFPs with high-quality, commercially sharp written content
- Partner with the Delivery team on project estimation and planning for new opportunities
- Represent Xceptor at industry conferences and events and contribute to thought leadership content alongside Marketing
- Feed product intelligence and client feedback back into Product and Engineering and support new product testing and rollout
- Contribute to global Sales Engineering enablement and best-practice frameworks
- Build strong collaborative relationships with our clients and prospects
Our take
Collecting, processing and using data can be incredibly challenging, especially when done at scale. Xceptor solves this problem with its data automation solution, to make it easier for businesses to tap trusted data and create better customer outcomes.
Xceptor was founded in 2003, making it a longstanding player in the automation market. In 2021 the company was bought by Astorg, which has helped to accelerate its product development. The company also has strong relationships with big-name corporate clients like EY and Finastra - strong evidence of the value of its technology.
Xceptor's main challenge is to compete with other no-code automation software companies. That said, the backing of Astorg should help to ensure this legacy player remains competitive in the years to come. It is moving ahead with further development and securing yet more impressive partnerships, such as with expanding its partnership with Danske Bank in 2025.
Steph
Company Specialist at Welcome to the Jungle
Insights
19% employee growth in 12 months
Company
Company benefits
- 25 days annual leave
- A day off for your birthday
- A volunteer day to invest in a charity or community-based work of your choosing
- 5 days to invest in your continued learning and professional development
- Flexible working policy
- Access to the #1 app for meditation and sleep – Calm
- 80% coverage of the cost of medical, dental, and vision insurance for EE. 65% coverage of the cost for EC, ES, or EF (dependent on scheme guidelines)
- FSA healthcare benefits
- Commuter benefits
- 401k employer-matched retirement account contributions
- 2x annual salary life insurance
Company HQ
Finsbury, London, UK
Leadership
Michiel Verhoeven
(CEO)Michiel previously worked at SAP for 9 years in various roles, ultimately as Managing Director for the UK and Ireland. He has also worked at Microsoft, webMethods, and KPMG.
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