Bachelor's Degree and 4 years in a Technical SaaS role for Financial Institutions
Excellent presentation skills, comfortable owning the room
Well-organized and flexible, with a growth-oriented mindset
Strong analytical and problem-solving abilities
Comfortable interacting with all levels of customers
Can work independently under accountability
Familiarity with financial services data protocols
Knowledge of RESTful APIs and IAM methods like OAuth2
Tech-savvy with experience in SQL/NoSQL databases and scripting languages
Excellent written and verbal communication skills
Responsibilities
Lead complex technical discussions with clients to gather requirements
Serve as the primary technical contact during the sales process
Tailor solution presentations to the client's specific needs
Drive ongoing client success and satisfaction with the platform
Respond to diverse customer inquiries, from basic to technical
Collaborate with product, engineering, sales, and client services to meet customer needs
Provide expertise on the Ninth Wave Platform and educate users on marketing use cases
Identify and manage obstacles in implementation
Participate in user groups, trade shows, and conferences as needed
Benefits
Opportunity to work in a rapidly growing SaaS company
Collaborative work environment across functions
Access to technical and market insights
Engagement in user groups and trade shows for professional development
Opportunity to influence product development and roadmap
Full Job Description
Pre Sales Engineer Full Time Opportunity New York, NY
Role Overview
We are looking for a Pre-Sales Engineer to join our rapidly growing SaaS platform company. The Pre-Sales Engineer will collaborate and support our sales team as the technical expert in customer presentations and discussions. Further, this role will be the key liaison between the market and the product team to help ensure a market-driven product roadmap. The Pre-Sales Engineer will help develop solutions that meet the needs of our enterprise customers and be involved in launching new products and services leveraging the Ninth Wave Platform. You will also respond to requests from customers for information, proposals, and the technical details of the proposed solutions. The ideal candidate will have to balance technical, commercial, and operational challenges.
Responsibilities
Lead complex technical discussions with customers and prospects to requirements
Serve as the primary technical contact for prospects during the sales process
Interpreting client background information to tailor the solution presentation to the client's specific environment to effectively demonstrate the Ninth Wave value add
Help to drive ongoing client success and satisfaction on the platform.
Respond to and resolve a wide range of customer inquiries from basic education to technical operations.
Collaborate across Ninth Wave product, engineering, sales, and client services functions in orchestrating solutions to customer needs.
Provide expertise on the Ninth Wave Platform, evangelizing and educating on marketing use cases and their execution.
Identify and tackle obstacles that arise in implementation
Participating in user groups, trade shows, and conferences as required
Required Qualifications
Bachelor's Degree and 4 years of experience in a technology solutions or implementation role for a Technical SaaS product servicing Financial Institutions
Excellent presentation skills (in-person and remote), ability to own the room with confidence
Well-organized, goal oriented, flexible with a willingness to grow professionally
Strong analytical skills, adaptable and the ability adjust to atypical issues/opportunities
Is comfortable interacting with customers at all levels along with appropriate representatives to analyze, validate, specify, verify, and document business strategy
Comfortable working under high levels of accountability and measurable performance
Can work efficiently and productively without detailed direction or guidance
Has the ability to handle confidential information in a professional manner and capable of exercising good independent judgement
Familiarity with financial services data connectivity protocols, e.g., OFX, FDX, BAI2
Familiarity with different methods of data sharing in financial services today, i.e., Restful APIs
Familiarity with different methods of IAM (identity and access management), specifically oAuth2
Comfort with technology and general knowledge of NoSQL and SQL databases and scripting languages (e.g., Shell, Bash, JavaScript, Python, Go, Lua, Ruby, etc.)
Excellent written and verbal communication skills collaborating with business and technology stakeholders.
General knowledge of various digital marketing tools: analytics, attribution, ad serving, DMPs, push, social media.
Strong attention to detail and passion for solving problems
Preferred Qualifications
Experience around SaaS based accounting applications like NetSuite. Microsoft Dynamics or Sage
