Sales Engineer

| New York, NY, USA | Hybrid
Employer Provided Salary: 90,000-130,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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COMPANY: Canoe Intelligence
WEBSITE: https://canoeintelligence.com/
TITLE: Sales Engineer
LOCATION: New York City (hybrid)
SALARY: $105,000 - $140,000 base salary + variable (based on NYC, will be adjusted for geo)

The Role:
As a Sales Engineer, you are a key technical resource throughout our sales process, assisting in client presentations and discovery sessions with prospective clients to help deliver the value of Canoe! You will bring extensive knowledge of implementing financial software to help our existing clients and their prospects contextualize the Canoe product fit. Sales Engineers work cross-functionally to collaborate with our Sales, Client Success, and Product teams to ensure our Account Executives are abreast on the product development, workflows, and use-cases at Canoe. Additionally, you will manage and maintain the Canoe sales demo environments with up to date functionality and accompanying documentation of new features which are utilized across the sales organization.
You will provide an in-depth understanding of Canoe's product advantages and capabilities. Strategically, you will assist in building out resources for the Sales team to institutionalize the knowledge for our current and future Sales team members. The successful candidate will be an outstanding communicator, consultative, and very well-organized with a deep understanding of problem solving any potential roadblocks.
What You'll Do:

  • Support Sales, Client Success existing clients and their prospects throughout the entire sales process by acting as the domain expert on the Canoe products
  • Assist our Sales Account Executives with the completion of RFPs
  • Advise firms on technical matters to optimize, upsell services and products; navigate product roadmap
  • Assist Sales and Client Success in coordinating appropriate internal product and technical resources for prospect calls and meetings
  • Highlight and communicate the differentiating benefits of the Canoe solution vs. the competition by demonstrating knowledge of the Canoe product, client workflows, and financial industry domain
  • Support the sales effort with "Proof of Concepts"
  • Understand prospective clients' key business requirements, load client data, and design custom demo environments to help clients conceptualize their future Canoe experience or optimize the existing one
  • Support in crafting solutions for clients to address their current business needs. De-risk future implementation projects by outlining and validating a comprehensive approach to address client requirements.
  • Assist with the creation of the Statement of Work (SOW) as needed, budgetary estimates, and work with key internal teams (Client Success Implementation Managers, Client Support, Finance, and Legal)


What We're Looking For:

  • Demonstrated experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience, and financial platforms
  • Bachelor's Degree (Computer Science, Mathematics, and/or Engineering field a plus)
  • Worked at prior SaaS companies in similar roles such as deployments, product, engineering
  • Knowledge of modern software architecture
  • Effective oral and written communicator with the ability to work with members at all levels of an organization, both internally and externally
  • Ability to multi-task and track processes and work for numerous prospective clients
  • Ability to lead complex projects, relationships, and timelines
  • Knowledge of database concepts, cloud infrastructure, SQL
  • API exposure and general knowledge


What You'll Get:

  • Medical, dental, vision benefits
  • Flexible PTO
  • 401(k)
  • Flexible work from home policy
  • Home office stipend + wifi reimbursement
  • Employee Assistance Program
  • Gym reimbursement
  • Education assistance
  • Parental Leave
  • Commuter benefits


    Our Values:

    • Client First -> Listen, and deliver client-centric solutions
    • Be An Owner -> Take initiative, improve situations, drive positive outcomes
    • Excellence -> Always set the highest standard for yourself and others
    • Win Together -> 1 + 1 = 3


    Who We Are:
    Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe's technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe's AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm.
    Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

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    Technology we use

    • Engineering
    • Sales & Marketing
    • People Operations
      • JavaLanguages
      • JavascriptLanguages
      • PHPLanguages
      • PythonLanguages
      • SqlLanguages
      • ReactLibraries
      • VueLibraries
      • Angular.JSFrameworks
      • LaravelFrameworks
      • MySQLDatabases
      • WordpressCMS
      • HubSpotCRM
      • SalesforceCRM
      • SlackCollaboration
      • ZoomCollaboration

    An Insider's view of Canoe

    What’s the vibe like in the office?

    A healthy mix of cold brew on tap, snacks and quiet spaces to get work done. On most days the office is typically pretty quiet, except when the remote folks are in town! Bring your pool cue or ping pong paddle as fresh competition is wanted. Friendly office banter is welcome is an added bonus.

    Drew

    Full Stack Developer

    What makes someone successful on your team?

    There are three key qualities that drive success on our team: independent & resourceful, organized, and self-motivated. As a small team, we wear multiple hats and are often handling all aspects of the sales process in any given day. It's critical to be self-reliant & organized, while maintaining a high degree of persistence and discipline.

    Maggie

    Sales Executive

    How do your team's ideas influence the company's direction?

    Canoe is an incredibly collaborative and flat organization. New ideas and perspectives from our team are critical to the company’s continued growth and evolution and are valued deeply. At Canoe, the impact you have on the company’s trajectory is direct and tangible, and in my mind, that’s one of the things that makes Canoe so special.

    Mike

    Partner and Chief Revenue Officer

    What are some things you learned at the company?

    I've learned so much at Canoe not only about the alternative investments space, but also the essential skills needed to succeed individually and as a team within a startup. Our collaborative, fast-paced culture allows for growth based on interests and skills while our diverse team allows us to learn from and contribute to each other's development.

    Minoo

    Client Success Manager

    What are Canoe Perks + Benefits

    Canoe Benefits Overview

    At Canoe, we provide our team with a full benefits package, including medical, dental, vision, 401k, commuter benefits, gym/wellness reimbursements, and more. While the whole team is currently remote, our development team continues to conduct daily stand-ups to regularly touch base. We have monthly company-wide meetings, semi-annual Town Halls, and weekly virtual games for the team to hang out away from work.

    Culture
    Volunteer in local community
    Open door policy
    Team based strategic planning
    Open office floor plan
    Hybrid work model
    Remote work program
    Diversity
    Mandated unconscious bias training
    Diversity manifesto
    Hiring practices that promote diversity
    Health Insurance + Wellness
    Flexible Spending Account (FSA)
    Disability insurance
    Dental insurance
    Vision insurance
    Health insurance
    Life insurance
    Pet insurance
    Wellness programs
    Financial & Retirement
    401(K)
    Company equity
    Performance bonus
    Child Care & Parental Leave
    Generous parental leave
    Family medical leave
    Vacation + Time Off
    Unlimited vacation policy
    Paid holidays
    Paid sick days
    Canoe offers unlimited sick days for all employees.
    Bereavement leave benefits
    Office Perks
    Company-sponsored outings
    Company-sponsored happy hours
    Fitness stipend
    Canoe reimburses each team member up to $100 per month for health and wellness activities.
    Home-office stipend for remote employees
    Canoe employees receive a $200 stipend to cover the cost of remote work accommodations (Canoe provides employees with computers and computer peripherals separately).
    Professional Development
    Lunch and learns
    Promote from within
    Mentorship program
    Continuing education stipend
    Canoe offers education reimbursement for all full-time employees of $1,000 annually.
    Continuing education available during work hours

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