As a company, we’re absolutely committed to the growth, development, and well-being of our people. Enfusion is where you can pursue your passion, showcase and further develop your skills, and launch a meaningful and rewarding career. If you're looking for a culture that is inclusive, collaborative, entrepreneurial, values diversity, fosters and rewards creative exploration, and strives to continually exceed client expectations then we're looking forward to hearing from you.
The Team:
The Revenue Department is critical to Enfusion's overall growth. Spread across five verticals, including Operations, New Sales, Solutions Engineering, Sales Development, and Partnerships, Enfusion Revenue is instrumental in broadening our existing footprint by delivering on strategic business initiatives.
The Role:
The primary goal of the Solutions Engineer is to demonstrate Enfusion product capabilities to the fullest extent. You will act as the ‘trusted advisor’ and a consultative resource to both internal (e.g. Sales, Product, Account Management, etc.) and external stakeholders, assisting in driving new business from prospective and existing customer accounts, as well as meeting and/or exceeding all sales quotas to achieve revenue goals.
This is an exciting opportunity to join a fast-growing team with proven success!
What You’ll Do:
- Act as the primary technical point of contact for key stakeholders within institutional asset managers and asset owner prospective clients.
- Lead technical discovery sessions with prospective clients. Understand & document existing operating models, key business requirements and pain points.
- Evaluate customer business and technical needs with a consultative approach, collaborate with sales on the sales strategy, and prepare and deliver high quality, ‘solution-led’ demonstrations and conversations to business and technical stakeholders from prospective firms.
- Field product requirements from prospective customers and interact with the product team when gaps exist
- Collaborate with the deal team to develop a competitive strategy to win the deal.
- Understand the competitive landscape and key differentiators of the Enfusion platform across the multiple lines of businesses Enfusion caters to.
- Continuously evolve domain expertise with respect to all current developments and enhancements to the Enfusion platform (SaaS and Managed Services).
- Prepare high-quality responses to RFI/Ps.
- Display strong technical acumen with an ability to confer with customers and assess their requirements.
- Effectively handle potential client objections and be able to adapt the demonstration of functional product capabilities to meet clients’ needs.
- Build trusted relationships with key internal & external stakeholders from procurement through delivery by demonstrating the benefits and value proposition of the Enfusion platform.
- Use quantifiable metrics to help potential or existing clients with a reduction in cost / time, and-or an improvement in scales and effectiveness by identifying and resolving for business operation pain-points.
What You’ll Need:
- 7+ years experience in a sales engineering or implementation role focused on front-office technology (OMS, PMS) serving traditional asset managers and asset owners.
- Experience in complex, Enterprise sales in FinTech space (Enterprise solutions and services to the front, middle and back offices of Traditional Asset Managers & Asset Owners)
- Strong understanding of traditional asset manager and asset owner operating models, the investment management lifecycle and vendor landscape.
- Excellent communication, presentation and collaboration skills.
- Experience with RFI/RFP processes.
- Willingness to travel onsite to meet with prospects and clients.
The salary for this position is $165,000 - $200,000 + comission + benefits.
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What We Do
CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.
Why Work With Us
We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world. What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices
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