Senior Sales Engineer, CAIS
$150-215k
+ Performance bonus
Alternative investment platform
Be an early applicant
Alternative investment platform
201-500 employees
Be an early applicant
$150-215k
+ Performance bonus
201-500 employees
Company mission
CAIS' mission is to help financial advisors win new business, increase wallet share and improve client outcomes.
Role
Who you are
- As CAIS’ first sales engineer for our holistic alternatives operating system, this key position must bring a deep understanding of our client’s needs, industry trends, and the broader ecosystem of vendors and platforms
- Ideal candidates share CAIS’ passion for transforming the alternative investment space, thrive in a dynamic environment and have the flexibility and willingness to jump in and get things done
- You are entrepreneurial, process-driven, and can build relationships with business & technology buyers. You are equally comfortable in both a business and technical context, interacting with executives and talking shop with technical audiences
- 7+ years of financial services or alternative investment experience, with 4+ years in a technical sales or sales engineering role
- Outstanding presenting skills to both technical and executive audiences, and ability to present to various persona and levels within our prospect and customer organizations
- Deep experience selling into financial services customers in the US, experience selling into Asset Managers and the Wealth Managers preferred
- A passion for working on complex technical problems and have a strong understanding of customer challenges, pains, and opportunities, with the ability to articulate CAIS Solutions value accordingly
- A strong ability to build relationships with our partners and customers // The ability to listen actively, ask insightful questions, and tailor communication to different stakeholders is also important
- The flexibility to travel to meet customers, attend events or conferences or wherever the work takes you
- Experience using Salesforce CRM for managing customer relationships, tracking sales activities, and generation reports
- University degree in computer science, engineering, information technology, finance, business, or related field
What the job involves
- We’re seeking a Sales Engineer to join the CAIS Solutions Team
- Reporting directly to the Head of Solutions, this high visibility position will play a pivotal role in driving revenue growth by providing technical expertise, and solution recommendations to large and sophisticated clients across the financial services industry – including Asset Management and Wealth Management
- You will leverage your expertise to cultivate and drive sales opportunities with an enterprise mindset
- You will work directly with the sales team to understand the needs of our customers, strategize on how to navigate winning sales cycles, support enterprise Proof of Concepts, and ultimately close business
- You will also collaborate cross-functionally with product management, engineering, and implementation/delivery teams to ensure successful customer engagements that drive business objectives forward
- Technical Expertise: Serve as the primary technical point of contact for prospects and clients, understanding their technical requirements, challenges, and objectives
- Custom Product Demonstrations: Collaborate with Solutions/Custom Fund SMEs on custom product demonstrations, showcasing the features, functionalities, and benefits of our fintech solutions to potential customers
- Solution Design: Work closely with clients to understand their unique business needs and challenges, and design tailored solutions that address their requirements effectively
- Pre-sales Support: Collaborate with the sales team to respond to technical inquiries, and develop compelling proposals and presentations that articulate the value proposition of our fintech offerings
- Proof of Concept (PoC) Development: Develop and oversee the execution of proof-of-concept projects to demonstrate the feasibility and effectiveness of our solutions in addressing client needs
- Technical Support: Provide ongoing technical support and guidance to clients throughout the sales cycle, addressing questions, resolving issues, and ensuring a smooth transition from sales to implementation
- Cross-functional Collaboration: Partner with product management, engineering, marketing and implementation teams to communicate client feedback, gather product requirements, and drive continuous improvement of our fintech solutions
- Market Insights: Stay informed about industry trends, emerging technologies, and competitive landscape within the fintech sector, and leverage this knowledge to inform sales strategies and product roadmap decisions
Our take
Financial advisors often require education and increased access to alternative investment funds and products. However, the lack of an integrated platform for finding such opportunities causes difficulties within this profession.
CAIS provides an online marketplace where financial advisors and asset managers can liaise through direct communication in regard to alternative investments. Advice is sourced from experts in hedge funds, private equity and credit, real estate, and digital assets.
Its service is used by thousands of financial advisors who oversee over $1.2 trillion in assets. Furthermore, the startup’s largest custodians include Fidelity and Schwav who collectively aim to streamline over $6 trillion in assets for over 15,000 financial advisors.
After substantial funding and hitting unicorn status in 2022, the company is now focused on further advancing its technology, enhancing the customer experience through personalized experiences, and digitizing product operations for fund managers and financial advisors alike.
Kirsty
Company Specialist
Insights
Company
Funding (last 2 of 6 rounds)
Apr 2022
$100m
LATE VC
Jan 2022
$225m
SERIES C
Total funding: $395m
Company benefits
- Subsidized medical, free dental, and free vision
- Up to 20 days of vacation, 9 paid holidays & 3 personal days
- 401(k) 4% match
- Daily lunch allowance, fully stocked kitchen & $100/month for gym memberships
- Monthly happy hours, team building activities & events including our annual Summer Offsite & Winter Holiday Party
- We believe in mentorship & meritocracy, promote from within & offer learning & development opportunities
- Work from home opportunities
Company values
- Be your authentic self
- Play to win
- Success is a team sport
- Find a way. Then find a better way
- Overcommunicate
- Own it
Company HQ
Midtown East, New York, NY
Articles
Leadership
Jeremy Norton
(Asia Strategic Partner)Previously Senior Vice President at Castlestone Management for 2 years and Treasurer at The Cromehurst Foundation also for 2 years. Current Founder & Managing Director of AIPX, and Consultant at Cota Capital.
Matt Brown
(CEO)Previously Founder and Managing Principal at Brown Simpson Asset Management for 5 years and Managing Director at Fairfield Greenwich Group for 3 years.
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