Sales Engineer, North America, Charles River for Private Markets, Assistant Vice President

Job Description

The Sales Engineer is responsible for providing pre-sales support to the sales, account management, customer success, and product teams. The typical sales process involves multiple customer stakeholders across different functions, so it is important that the Sales Engineer be able to speak with equal credibility to the technical aspects of the product as to the individual business challenges for each persona.  A key stakeholder this role will speak with is the CTO or CIO of a client, where the Sales Engineer should be capable of leading a strategic technical architecture discussion and providing a clear recommendation.  This position will organize, plan, direct, and coordinate all aspects of the technical pre-sales engagement, including demos, proofs of concept, security audits, requirements scoping, and proposal creation.

This role offers a unique opportunity for exposure to all core functions of a high-growth SaaS company which is part of Charles River Development, A State Street Company. The Sales Engineer will hear firsthand customer / market challenges while also gaining experience with the operations of the product, engineering, and post-contract support teams.  This is an execution role that offers multiple opportunities for leadership advancement with company scaling.

About Charles River for Private Markets (CRPM), A State Street Company

CRPM (formerly Mercatus) is a fast-growing SaaS data management platform that was acquired by State Street. CRPM and State Street are now offering the market a public to private and front to back offering.

CRPM is migrating the multi-trillion-dollar private market into the cloud just like has been done for other industries in the global economy. As the leading platform for managing the complexity of today’s private market investment data, we offer a single solution for fund managers’ data, from deal to divestment, asset to fund, and equity to debt. CRPM is headquartered in Boston with team members across the globe including US, England, Italy, Singapore, and India. Visit https://www.crd.com/solutions/private-markets to learn more!

We are building a global team of inspired, smart, and driven individuals from all backgrounds. With many opportunities for growth and leadership, we strive to help each employee carve out the path that is right for them. Our team is a smart, hardworking group of people who enjoy working together and come from diverse backgrounds and different walks of life which gives us a true melting pot of shared ideas and experiences.

What you will be responsible for

• Act as a trusted advisor to the customer and provide “industry expert” best practices using tangible examples from actual clients
• Support Sales Manager during discovery phase of customer buying process.  Define the specific problems to solve with tangible examples from customer data.
• Present to partners and clients how our products can help solve their technical and strategic business challenges through in-depth product demonstrations or proofs of concept and leading onsite workshops
• Lead engagement with CTO or CIO on technical architecture strategy and provide credible recommendations for a data management strategy
• Drive customer requirements gathering and proposal generation for new customers.  The Sales Engineer is the technical bridge between all functional groups and their pre-sales customers.
• Lead Request for Proposal (RFP) responses in conjunction with Sales Manager
• Liaison between customers and Customer Success team to communicate relevant feedback and customer requirements to ensure alignment between pre- and post-contract delivery
• Manage internal teams to delivery to clients within buying cycles.  Strong collaboration required with Product, Marketing, Development, and Customer Success functions.

What we value

• Experience in infrastructure investments, private credit, private market diligence, fund mgt, or process consulting
• A passion for delighting customers and creating a valuable and memorable customer experience
• Ability to communicate effectively from CEO to entry-level end user and build rapport with each
• Experience researching digital / data strategy and working with CTOs and CIOs
• An analytical / business background, experience in private markets preferred
• At least two years of experience as a sales engineer or consultant in the software industry
• Hands on Experience with proof-of-concept development using modern technologies
• Confident in front of customers and audiences, strong presentation skills
• Self-motivated, persistent, and strong work ethic
• Coachable and able to take training/feedback with a positive approach
• Bonus:  Experience utilizing Business Intelligence platforms to build dashboards or specific technical skills (e.g., Java, Javascript, AWS, Perl/Python, SQL, etc.)

Education & Preferred Qualifications

• Bachelor’s degree
• 4+ years of experience as a sales engineer, implementation manager or consultant to private market investors or Fortune 500

Additional requirements

• Ability to travel as required for customer engagements (~30%-50%), including internationally

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

Salary Range:

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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