Full-Time

Senior Sales Engineer

Posted on 8/28/2024

CAIS

CAIS

201-500 employees

Platform for accessing alternative investments

Fintech
Financial Services

Compensation Overview

$150k - $215kAnnually

+ Performance Bonus

Senior

New York, NY, USA

Flexible hybrid in-office model; no minimum number of days in office required.

Category
Sales Engineering
Sales & Solution Engineering
Required Skills
Product Management
Salesforce
Marketing
Requirements
  • 7+ years of financial services or alternative investment experience, with 4+ years in a technical sales or sales engineering role
  • Outstanding presenting skills to both technical and executive audiences, and ability to present to various persona and levels within our prospect and customer organizations
  • Deep experience selling into financial services customers in the US, experience selling into Asset Managers and the Wealth Managers preferred
  • A passion for working on complex technical problems and have a strong understanding of customer challenges, pains, and opportunities, with the ability to articulate CAIS Solutions value accordingly
  • A strong ability to build relationships with our partners and customers // The ability to listen actively, ask insightful questions, and tailor communication to different stakeholders is also important.
  • The flexibility to travel to meet customers, attend events or conferences or wherever the work takes you
  • Experience using Salesforce CRM for managing customer relationships, tracking sales activities, and generation reports
  • University degree in computer science, engineering, information technology, finance, business, or related field
Responsibilities
  • Serve as the primary technical point of contact for prospects and clients, understanding their technical requirements, challenges, and objectives.
  • Collaborate with Solutions/Custom Fund SMEs on custom product demonstrations, showcasing the features, functionalities, and benefits of our fintech solutions to potential customers.
  • Work closely with clients to understand their unique business needs and challenges, and design tailored solutions that address their requirements effectively.
  • Collaborate with the sales team to respond to technical inquiries, and develop compelling proposals and presentations that articulate the value proposition of our fintech offerings.
  • Develop and oversee the execution of proof-of-concept projects to demonstrate the feasibility and effectiveness of our solutions in addressing client needs.
  • Provide ongoing technical support and guidance to clients throughout the sales cycle, addressing questions, resolving issues, and ensuring a smooth transition from sales to implementation.
  • Partner with product management, engineering, marketing and implementation teams to communicate client feedback, gather product requirements, and drive continuous improvement of our fintech solutions.
  • Stay informed about industry trends, emerging technologies, and competitive landscape within the fintech sector, and leverage this knowledge to inform sales strategies and product roadmap decisions.

CAIS provides a platform that simplifies access to alternative investments for financial advisors and wealth managers. This platform allows users to invest in asset classes such as private equity, hedge funds, real estate, and distressed debt, which are not typically included in traditional investment categories like stocks and bonds. CAIS's platform features a variety of investment options and a streamlined process for subscribing and reporting. Additionally, it includes CAIS IQ, an educational tool that helps advisors understand the complexities of alternative investments. Unlike its competitors, CAIS emphasizes a thorough due diligence process to ensure that all funds on its platform meet high standards, which helps build trust with advisors and their clients. The goal of CAIS is to transform how independent wealth managers and financial advisors access and manage alternative investments, ultimately helping them diversify their clients' portfolios and improve investment outcomes.

Company Stage

Late Stage VC

Total Funding

$384.2M

Headquarters

New York City, New York

Founded

2009

Growth & Insights
Headcount

6 month growth

1%

1 year growth

-3%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with Blackstone expands CAIS's offerings with top-tier investment strategies.
  • Integration with Orion broadens CAIS's reach to a wider advisor base.
  • Launch of Compass tool enhances advisors' asset allocation capabilities on the platform.

What critics are saying

  • Increased competition from fintech platforms may erode CAIS's market share.
  • Potential regulatory scrutiny could increase compliance costs for CAIS.
  • Economic downturns may reduce investor appetite for alternative investments, impacting revenue.

What makes CAIS unique

  • CAIS offers a comprehensive platform for alternative investments, streamlining advisor access.
  • The platform integrates due diligence by Mercer, ensuring high standards for investment options.
  • CAIS IQ provides personalized learning, enhancing advisors' understanding of complex investments.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Wellness Program

Paid Vacation

Parental Leave

Hybrid Work Options

INACTIVE