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Full-Time

Senior Sales Engineer

Confirmed live in the last 24 hours

CAIS

CAIS

201-500 employees

Platform for accessing alternative investments

Consulting
Fintech
Financial Services

Compensation Overview

$150k - $215kAnnually

+ Performance Bonus

Senior, Expert

New York, NY, USA

Category
Sales Engineering
Sales & Solution Engineering
Required Skills
Sales
Communications
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 offers a platform that simplifies access to alternative investments for financial advisors and wealth managers, allowing them to invest in private equity, hedge funds, real estate, and distressed debt. The platform features a streamlined process for subscribing and reporting, along with CAIS IQ, an educational tool that helps advisors understand alternative investments. CAIS stands out from competitors by ensuring a thorough due diligence process for all funds on its platform, which builds trust with users. The company's goal is to enhance the investment experience for wealth managers and advisors, making it easier to diversify client portfolios.

Company Stage

Series B

Total Funding

$306M

Headquarters

New York City, New York

Founded

2009

Growth & Insights
Headcount

6 month growth

4%

1 year growth

10%

2 year growth

22%
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Simplify's Take

What believers are saying

  • Partnerships with industry giants like Blackstone and CAPTRUST enhance CAIS's credibility and expand its market reach.
  • The launch of CAIS Live demonstrates a commitment to advisor education and engagement, potentially increasing platform adoption and user loyalty.
  • CAIS's technology-driven solutions, such as CAIS Solutions, streamline the alternative investment process, making it more efficient and scalable for advisors.

What critics are saying

  • The niche focus on alternative investments may limit CAIS's market size compared to broader financial platforms.
  • Dependence on third-party due diligence firms like Mercer could pose risks if these partnerships face disruptions or quality issues.

What makes CAIS unique

  • CAIS uniquely focuses on simplifying access to alternative investments for independent financial advisors, unlike many platforms that cater to a broader financial audience.
  • The integration of CAIS IQ, a personalized learning system, provides a competitive edge by educating advisors on the complexities of alternative investments, a feature not commonly found in competing platforms.
  • CAIS's robust due diligence process, including third-party evaluations by firms like Mercer, ensures high standards for all funds on its platform, offering a level of trust and reliability that sets it apart.