Sales Engineer

Reposted 11 Days Ago
Be an Early Applicant
New York, NY
In-Office
150K-210K Annually
Senior level
Fintech • Payments • Software • Financial Services
Arch is a Series B financial technology company that automates the management of private investments.
The Role
As a Sales Engineer, you'll partner with Sales Directors to acquire customers, acting as an expert in our platform and ensuring a smooth sales process by tailoring technical solutions to clients' needs.
Summary Generated by Built In
Our Company

Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. 

Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch.

Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. 

We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale.

The Role

We are hiring an experienced Sales Engineer to partner with Sales Directors in driving new customer acquisition across enterprise and strategic accounts. As an Arch Sales Engineer, you will act as an expert on the Arch platform, clearly articulating how and why our clients are leveraging Arch to transform their private investment operations.

You'll also work across all client types (from banks and family offices to advisors and accounting firms) and play a pivotal role in helping prospects deeply understand our product, tailoring solutions to their needs, and ensuring a smooth, confident buying process.

This role is ideal for someone with a strong technical and product mindset who wants to help solve meaningful, complex problems in private investing.


At Arch you will:
  • Act as a subject matter expert on the Arch platform - its features, data model, integrations, and real-world use cases

  • Partner with Sales Directors to lead discovery sessions, deeply understanding each prospect’s workflows, pain points, and goals

  • Deliver tailored, compelling product demonstrations that clearly show how Arch delivers value for all client segments

  • Confidently explain why clients choose Arch, sharing insights and best practices to build trust and credibility

  • Own and manage the technical aspects of the sales process, including integrations, security, data migration, and product fit

  • Collaborate cross-functionally with Product, Engineering, Operations, and Partnerships teams to ensure client needs are understood and addressed

  • Provide clear, structured feedback from client interactions to help shape Arch’s product roadmap

  • Help create and maintain demo environments, and technical documentation to support the sales process

Reach out to us if you:
  • Have 5-7 years of experience in Sales Engineering, Solutions Consulting, Pre-Sales, or similar technical client-facing roles, ideally in SaaS (experience in a growth-stage startup is a plus)

  • Bring strong product experience, you love mastering the details of a product, understanding client use cases, and helping users succeed

  • Excel at explaining complex technical concepts to non-technical audiences in a consultative, problem-solving manner

  • Have experience working with and selling to enterprise or strategic accounts, ideally including financial institutions or professional services firms

  • Are energized by solving meaningful customer problems with creativity and persistence

  • Are proactive and comfortable navigating ambiguity in a fast-growing environment

  • Care deeply about building trusted, long-term relationships with clients

Bonus points if you:
  • Have previous experience in wealth management, a family office, fund management, accounting, or a related financial field

  • Possess a deep understanding of Alternative Investments industry trends, products, and services

  • Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s

  • Have experience working with APIs, data integrations, or financial reporting systems

A Note about us:

All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients.

We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace.

Some perks of working for Arch include:
  • Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly.

  • Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning.

  • Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth.  

  • Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help.

  • Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters).

  • Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal.

Top Skills

APIs
Data Integrations
Financial Reporting Systems
SaaS
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The Company
New York, New York
160 Employees
Year Founded: 2018

What We Do

Arch is an Alternatives Management Platform, streamlining the entire lifecycle of alternative investing — from logging into portals and collecting K-1s to automating capital calls and delivering real-time reporting. With Arch, investors gain on-demand reporting, real-time insights and visibility across their private equity, venture capital, hedge funds, real estate and other private investments. Arch supports $250 billion in private assets across 450 leading allocators, including 150 single family offices, 100 RIAs and multi-family offices, four of the top 20 global banks, seven of the top 20 accounting firms, as well as prominent fund administrators, law firms, and institutions.

To learn more or request a demo, visit arch.co/contact. Follow Arch on X (@gotk1s) or LinkedIn or visit us in our New York City headquarters for more information.

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