Sales Engineer - Financial Services

InterSystems

$88K — $128K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in Sales Engineering, Software Development, or similar roles in Financial Services.
  • Ability to address technical inquiries and craft solutions during sales cycles.
  • Expertise in architecture design and technical documentation.
  • Familiarity with object-oriented programming and various database technologies (SQL/NoSQL).
  • Proficient in Data Engineering, machine learning, and modern analytics architectures.
  • Strong knowledge of web technologies (HTML, JavaScript, Angular) and API management.
  • Experience with cloud services and container orchestration.

Responsibilities

  • Coordinate with Account Representatives and departments for client relationships.
  • Collaborate with System Integrators and Project Managers on technical projects.
  • Recommend technical architectures and operational best practices.
  • Design and present Proofs of Concept (PoCs) to stakeholders.
  • Deliver customized on-site training in a classroom setting.
  • Support clients during beta testing and pre-launch activities.
  • Engage in marketing efforts at industry events and exhibits.
  • Stay updated with IT industry trends and pursue relevant training.

Benefits

  • Comprehensive medical, vision, and dental insurance.
  • Short-term and long-term disability coverage, plus life insurance.
  • 401(k) Profit Sharing Contributions.
  • Generous Paid Time Off and Holidays.
  • Parental Leave for new parents.
  • Tuition reimbursement for continued education.
Full Job Description
The role is client-facing, fast-paced, wide-ranging and challenging. It requires a mixture of application development and deployment skills, hands-on coding and problem-solving, presentation skills, sales awareness, and business acumen. Occasional regional travel is a requirement for the role.

Responsibilities:
  • Coordinating with InterSystems' Account Representatives and all other departments to ensure a close, long-term relationship with our clients
  • Working closely with System Integrators and Project Managers, especially during the early stages of adoption and technically challenging projects, to ensure successful implementations
  • Recommending technical architectures, model design, development patterns, migration strategies, upgrade procedures, and operational best practices
  • Designing, building, and presenting Proofs of Concept (PoCs) to prospects and partners
  • Delivering standard and customized on-site training in a classroom environment
  • Supporting our clients during beta test programs or pre-launch activities
  • Supporting marketing activities at trade shows, conferences, seminars etc.
  • Keeping up-to-date with InterSystems products and contemporary IT industry developments (including competitive products) and undertaking any relevant self-development or training
  • Creating prototypes and coordinating with product management to enhance product offerings based on client desires/needs
  • Writing competitive proposals, solution overviews, sales collateral, etc. to support pre-sale efforts

Required Skills

Technical Expertise:
  • 5+ years of experience as a Sales Engineer, Software Developer or related role(s) in the Financial Services domain
  • Ability to handle technical questions and provide solutions during the sales cycle.
  • Proficiency in architecture design and technical documentation.
  • Demonstrated experience with most/all of the following
    • Object-Oriented Programming and/or Enterprise Application Development, vibe coding, etc.
    • Relational or non-relational databases using SQL or NoSQL
    • Data Engineering skills using Python, GenAI, RAG, MCP, etc.
    • Modern Analytics architectures - Data Lakes /Data fabrics/Data mesh
    • Machine Learning and Generative AI use cases
    • HTML, JavaScript, Angular
    • XML, XSLT, JSON, SOAP, REST
    • Cloud hardware services, containers, kubernetes, etc.
    • Windows, Unix/Linux, MAC OS X
    • API Management

Communication Skills:
  • Excellent verbal and written communication skills to interact with a wide range of stakeholders, including clinicians, C-level executives, and software engineers.
  • Ability to deliver compelling presentations and product demonstrations.

Problem-Solving Skills:
  • Strong analytical skills to assess technical feasibility and recommend strategies.
  • Ability to lead and manage Proof of Concept (POC), Prototype, and Paid Pilot projects.

Project Oversight:
  • Experience in leading technical qualification calls and managing RFx processes.
  • Ability to oversee implementation teams and ensure successful project delivery.

Customer Focus:
  • Commitment to ensuring customer satisfaction and reference-ability.
  • Ability to provide technical mentoring and transfer of knowledge to customers.

Collaboration:
  • Ability to work closely with Account Managers, Professional Services, Product Management, Support, and other internal teams.
  • Experience in logging and communicating customer needs to Product Management and Development.

Educational Background

A degree in Computer Science, Engineering, or a related technical field.

Experience:
  • Proven experience in a Sales Engineering or similar technical role.
  • Experience with Financial Services-related organizations is a plus.

Technical Certifications:
  • Relevant technical certifications related to InterSystems products or similar technologies are advantageous.

Industry Knowledge:
  • Familiarity with the Financial Services industry and its technical requirements.

These skills and qualifications will help ensure success in the Sales Engineer role by enabling effective communication, technical problem-solving, and customer satisfaction.

InterSystems is providing a current good faith estimate of the anticipated base salary range for this position depending on a variety of factors including experience, education, skills, and performance.

Other compensation may include a discretionary annual variable target incentive.

The company also provides generous employee benefits including:
  • Medical, vision, and dental insurance
  • Short-term and long-term disability, and life insurance
  • 401(k) Profit Sharing Contribution
  • Paid Time Off and Holidays
  • Parental Leave
  • Tuition reimbursement

This position may be eligible for sales incentives based on certain sales goals, achievements, and results. While sales incentives, if any, vary they generally will result in payment of 10% to 40% of base pay, assuming on-target achievement.

The estimated base compensation range for this role is:

$88,000-$128,000 USD

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