The Role
The Sales Engineer will lead technical discovery and solution design, configure demos, and act as a liaison between clients and internal teams, ensuring clarity and precision in client engagements.
Summary Generated by Built In
Siepe is a fast-growing technology company headquartered in Dallas, TX – focused on helping investment managers turn complexity into clarity. We build software and data solutions that give hedge funds and financial services firms the visibility, speed, and confidence they need to make better decisions – faster.
Our platform delivers a unified source of truth that empowers our clients with real-time, actionable insights. We don’t just serve the industry – we help modernize it!
Siepe is profitable, privately held, and growing fast. We offer more than just competitive pay and great benefits—we offer the chance to do impactful work alongside sharp, driven teammates in a culture that rewards curiosity, initiative, and follow-through. Whether you come from finance, tech, or are charting a new path, you’ll find meaningful problems to solve, real ownership, and the momentum to grow your career with purpose.
We’re looking for a technically fluent, client-facing Sales Engineer who thrives in fast-moving environments and can translate complex investment-management requirements into clear, executable solutions. This role sits at the center of Sales, Product, and Implementation, owning technical discovery, demo configuration, and scoping to ensure every new client engagement starts with clarity, confidence, and precision.
What You'll Be Doing
- Partner with Sales to lead technical discovery and solution design for prospective clients.
- Configure and deliver tailored demos that highlight Siepe’s platform, workflows, and integrations.
- Translate business, operational, and reporting requirements into clear technical scope and documentation.
- Identify data sources, integration points, and dependencies across client systems.
- Act as the technical liaison between clients, Product, and Implementation teams.
- Support pricing, timelines, and feasibility assessments during the sales cycle.
- Contribute to RFP responses, due diligence, and complex deal support.
- Capture recurring requirements to inform product enhancements and scalable standards.
What You’ll Bring
- Bachelor’s degree in Computer Science, Engineering, Finance, or a related field.
- 4+ years of experience in Sales Engineering, Solutions Engineering, or Implementation within FinTech, SaaS, or financial services.
- Strong understanding of investment operations, data flows, and front-to-back workflows.
- Ability to translate business needs into technical requirements and system designs.
- Proficiency with SQL, data mapping, and API-based integrations preferred.
- Excellent written and verbal communication skills with both technical and non-technical stakeholders.
- Highly organized, detail-oriented, and comfortable managing multiple complex engagements simultaneously.
- Must have current and ongoing authorization to work in the country of employment without the need for visa sponsorship, now or in the future.
What We Offer
At Siepe, we don’t just hire talent, we build performance-driven teams empowered by transparency, curiosity, and continuous growth. Our Total Rewards go beyond the basics: they’re designed to reward bold thinking, support personal development, and create space for meaningful connection whether you're growing your career, your skill set, or your impact.
Compensation & Financial Well-being:
- Competitive Compensation Packages, including Annual Performance-Based Bonuses
- 401(k) Retirement Plan with company match to support your long-term financial goals
- Employee Referral Program – earn rewards for helping us grow our talented team
Health & Insurance Benefits
- Comprehensive Health, Dental, Vision, and Life Insurance
- Flexible plans tailored to support individuals and families
Learning & Career Growth
- Annual investment in your Learning & Development goals
- On-the-job exposure to innovative technologies and financial strategies
- Growth opportunities in a collaborative, fast-paced environment that values continuous improvement
Time Off & Flexibility
- Flexible Time Off (FTO)
- Flexibility to recharge and maintain work-life balance
In-Office Perks & Culture
- Daily meal delivery allowance when working from the office
- Monthly Celebrations and Quarterly Offsite Events
- Annual Holiday Party to celebrate milestones and build team connection
- A vibrant, inclusive office culture that blends fun with purpose
Top Skills
APIs
SQL
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The Company
What We Do
Siepe is a public cloud managed services and data analytics provider designed specifically to address the technology needs of asset managers. We were built from the ground-up by experienced industry practitioners, using modular technology and flexible, well-formed data solutions. So whether you use our services as stand-alone or quickly integrate them with third parties, you can trust us to seamlessly apply institutional and regulatory best practices across your business. Siepe's intuitive managed platform enables you to leverage data as an asset, creating order from disparate data sources, mitigating operational risk through investment transparency and optimizing efficiency through process visualization – allowing fund managers to discover strategic and actionable insights.
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