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Posted 5 months ago
Requirements and responsibilities
About the CompanyCENTRL is a super-fast growing Silicon Valley technology AI company for Automating Diligence and DDQ/RFP Response for Investment Managers, Banks, and Corporates with offices in the SF Bay Area, NY, Australia and India. CENTRL's clients include leading companies around the world including several Fortune 500 firms. CENTRL is led by a highly experienced management team with a proven track record and is backed by some of the leading investors such as Providence Strategy Growth and Susquehanna Growth Equity.Role OverviewWe are seeking a Sales Engineer to partner closely with our Sales and Product teams to support enterprise prospects. This role will be instrumental in demonstrating the value of our end-to-end platform, supporting technical discovery, and enabling successful pilots and proof-of-concepts (POCs).Key ResponsibilitiesPartner with Sales to support the full pre-sales lifecycle, including discovery, demos, and technical validationConfigure, model and lead tailored product demonstrations, aligning solutions to client workflows and requirementsDesign and execute pilots and POCs, including configuration, data setup, and success criteria definitionConduct client trainings and workshops during evaluations and early implementationsTranslate customer requirements into solution designs, configurations, and integrationsAct as the technical liaison between Sales, Product, and Engineering to address client questions and feedbackSupport RFPs/RFIs with product, technical, and security-related inputsQualificationsBachelor's degree in Computer Science, Engineering, Information Systems, or a related technical field3-7+ years of experience in Sales Engineering, Solutions Consulting, or Pre-Sales for B2B SaaSExperience working with enterprise clients in financial services, asset management, banking, or risk/compliance platforms preferredStrong ability to explain complex technical concepts to non-technical stakeholdersHands-on experience configuring SaaS platforms, workflows, data models, or integrationsExcellent presentation, communication, and stakeholder management skillsNice to HaveFamiliarity with due diligence, risk, compliance, or investment research workflows
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