Location: Remote – United States
Time Zone: East Coast hours
About DiligenceVault
At DiligenceVault, we’re transforming how investment professionals connect, collaborate, and make data-driven decisions. Our award-winning digital diligence platform is modernizing the due diligence process across the $100+ trillion global asset management industry. Trusted by 70,000+ users across 17,000 firms in 100+ countries, we’re on a mission to make diligence possible for all.
About the Role
We’re looking for an experienced Solutions (Sales) Engineer with a passion for fintech and investment management technology to join our dynamic, global team. In this role, you'll serve as a key technical advisor during the pre-sales process—partnering closely with sales, product, and client teams to provide cutting-edge solutions and a seamless customer experience.
What You'll Do
- Collaborate with Sales and Support teams to execute strategic sales plans and exceed performance targets.
- Engage with prospective clients to understand technical requirements and design tailored solutions that align with their business needs.
- Lead technical demos and Proof of Value (PoV) engagements to showcase platform capabilities.
- Provide deep expertise in API integrations, data migration, and cloud architecture.
- Contribute to RFPs, RFIs, DDQs, and other due diligence materials with a strong technical perspective.
- Act as a trusted technical advisor throughout the sales cycle—building relationships and establishing credibility with stakeholders.
- Work cross-functionally with Product and Engineering teams to relay feedback and influence product roadmap.
- Enable and support partners with technical onboarding and education.
- Develop sales collateral, technical content, and custom environments for client-specific use cases.
What We're Looking For
- 5+ years of experience as a Software Sales Engineer or Pre-Sales Engineer (SaaS experience strongly Required).
- Strong understanding of cloud architecture, APIs, and data migration tools and methodologies.
- Familiarity with the investment management ecosystem and associated technologies.
- Excellent communication and presentation skills; ability to explain complex concepts to both technical and non-technical audiences.
- Self-starter with a proactive approach and a desire to thrive in a high-growth environment.
- Prior experience working in a growth-stage tech or SaaS company is required.
Why Join Us?
- Be part of a high-growth, global SaaS company revolutionizing an entire industry
- Work alongside a collaborative and diverse international team
- Own meaningful projects with measurable business impact
- Flexible remote work setup (U.S.-based, Eastern Time Zone hours)
- Competitive compensation including base salary, commission, and equity options
- Medical, dental, vision benefits, including access to One Medical membership through our partners at Just works
- 401(k) retirement plan
- Generous PTO (vacation, sick leave, and public holidays)
- Employee donation matching program
- Annual global team offsite
- A dynamic, innovative, and fun work environment
Compensation includes salary, discretionary bonus and, equity options. Salary depending on experience and geography.
Top Skills
What We Do
DiligenceVault is the first two-sided and global fund diligence ecosystem for the investment management industry which supports both institutional and wealth investors and their investments across ETFs, Mutual Funds, Hedge Funds, and Private Markets strategies.
End investors and allocators leverage the platform to digitize and automate their diligence processes and significantly cutting their time to analyze data.
RFP, investor relations and portfolio specialist teams at asset managers adopt the platform to digitize and centralize all of their investor content and Q&A, collaborate as teams, and leverage our intelligent algorithms to deliver a responsive and modern experience to their investor clients.
As a team, we believe in and deliver a data driven diligence experience to the industry significantly cutting down cost for all involved, and getting our clients ready for the future of data.
