Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcing
and more. Here you’ll find the finest technological pioneers: Datasite, Blueflame AI, Firmex, Grata, and Sherpany. They all, collectively, define the future for business growth.
Apply for one position or as many as you like. Talent doesn’t always just go in one direction or fit in a single box. We’re happy to see whatever your superpower is and find the best place for it to flourish.
Get started now, we look forward to meeting you.
Job Description:
At Blueflame AI for Datasite, you will be part of a dynamic team that is at the forefront of AI technology in the investment management and dealmaking industry. You will have the opportunity to work with cutting-edge products and make a significant impact on our clients' success. Join us to be part of a company that values innovation, client satisfaction, and continuous improvement.
The Sales Engineer plays a pivotal role at the intersection of our go-to-market and product teams. This person will lead technical demonstrations, configure custom demo environments, and act as a trusted domain expert in financial services, AI, and SaaS. The ideal candidate combines technical aptitude with strong communication skills and a deep understanding of how financial institutions operate.
Responsibilities
Own and deliver high-impact product demonstrations tailored to investment firms (private equity, credit, real estate, etc.)
Lead site configuration to align platform setup with customer data, use cases, and investment workflows
Partner with Account Executives throughout the sales cycle to shape compelling solutions and value stories
Translate customer needs into actionable feedback for product and engineering teams
Manage and respond to technical questionnaires, RFIs, and security reviews
Collaborate with Customer Success to ensure a smooth handoff and deployment experience
Stay on top of industry trends across fintech, generative AI, and private markets to advise both clients and internal teams
What You Bring
3+ years of experience in a sales engineering, solutions consulting, or technical pre-sales role in SaaS, fintech, or enterprise AI
Deep domain knowledge in financial services, especially private markets (private equity, credit, or real assets)
Strong understanding of enterprise SaaS architecture, data privacy/security, and cloud platforms
Experience with AI/ML platforms, NLP, or data-centric products is a major plus
Exceptional communication and presentation skills — comfortable in front of CIOs, CTOs, and investment professionals
Self-starter with a high level of ownership, curiosity, and adaptability
#LI-Blueflame
Our company is committed to fostering a diverse and inclusive workforce where all individuals are respected and valued. We are an equal opportunity employer and make all employment decisions without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, disability, protected veteran status, or any other protected characteristic. We encourage applications from candidates of all backgrounds and are dedicated to building teams that reflect the diversity of our communities.
Top Skills
What We Do
Datasite the maker of Datasite Diligence virtual data room platform, helping dealmakers around the world close more deals faster.
