Linedata is seeking an experienced Sales Engineer to join our dynamic team in Boston. In this role, you will be responsible for delivering customized product demonstrations to prospects, clients, and industry professionals, showcasing Linedata's full range of solutions, which include order management, compliance, NAV oversight, and integration points tailored to each client's needs.

This is a hybrid position with a strong preference for candidates who can work 2-3 days a week in our office to collaborate with the team.

About the Role - Key Responsibilities:

Skills And Expertise

• Engage with customers (prospects and existing clients) to identify and document their needs, challenges, and business objectives.
• Analyze client requirements and identify the best Linedata solutions to meet their needs, including features, functionality, and integration points.
• Design and deliver tailored product demonstrations that address specific customer needs.
• Support the sales process by providing follow-up demonstrations and addressing outstanding questions or concerns.
• Develop a deep understanding of Linedata’s Asset Management platform to offer expert-level guidance and solutions.
• Uncover key business value points, challenges, and gaps in customer workflows to deliver compelling and impactful presentations.
• Present solutions effectively to different levels within client organizations, from end-users to senior executives.
• Collaborate with Sales Executives, Account Managers, and Relationship Managers to support and drive the sales cycle.
• Participate in the RFI and RFP processes, providing necessary technical input.
• Work closely with the marketing team to help create relevant industry content and engage in webinars and other outreach activities.
• Collaborate with Product Management, Engineering, Professional Services, and Hosting teams to continuously improve Linedata’s offerings.
• Stay up-to-date with industry trends and Linedata product updates to offer the best possible solutions to customers.
• Customize every customer interaction to ensure an exceptional, personalized experience.
• Assist in educating industry partners about Linedata’s solutions.

Key Skills

• Experience: 1-2 years in a business development, inside sales, or related role, preferably within SaaS or fintech environments.
• Education: Bachelor’s degree in Business Administration, Finance, Accounting, or a similar field, or equivalent professional experience.
• Experience: Minimum of 5 years of experience in financial services, particularly in product demonstrations and sales.
• Industry Knowledge: Strong background in asset management financial products with the ability to communicate effectively with senior executives and business teams.
• Travel: Willingness to travel up to 25% of the time.
• Skills: Excellent public speaking, presentation, and communication skills, with the ability to engage effectively at all levels of an organization.
• Attributes: Self-motivated, organized, and able to prioritize tasks in a dynamic environment.

Why Join Us?

A work environment and a strong culture built on agility, openness, respect and high quality

A comprehensive benefits package to every full time employee from the day they start, including 100% medical and dental premiums paid, a 401k plan with matching, performance bonus, paid parental leave, paid holidays, PTO and more

Employee recognition and service anniversary award programs offer the opportunity to earn points and gift cards

Chat with our insiders and learn more about your future role at Linedata! Start the conversation here:

Commitment to Diversity

We recognize, celebrate, and seek to increase diversity across our organization. Diversity is an asset to organizations and is linked to better performance. It is an integral part of how we do business and imperative to our success. As an international Group, we also believe that our people need to reflect our clients and local communitities.

Linedata is an Equal Opportunity Employer. We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation based on an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information, marital status, sex, gender, age, sexual orientation, veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws.