Role Overview
The Sales Engineer will lead the pre-sales effort to educate prospects and existing clients in the use, features, and benefits of the solution. A core component is software demonstration and enthusiastic product presentation.
What You Will Do
The Sales Engineer will be involved in a variety of activities, including preparation and detailed product presentation and demonstration to highly sophisticated investment professionals, follow-up with prospects to close out any unanswered questions or objections, and represent CRD at conferences and trade show exhibits.
Why It Might Be a Fit
The ideal candidate will have advanced knowledge of CR IMS and financial topics, good speaking skills, client-facing experience, and implementation/consulting experience in front/middle office.
Requirements
- advanced/competent in CR IMS and financial topics
- good speaker
- client-facing experience
- implementation experience
- good understanding of financial markets and Investment lifecycle
- knowledge of core CR IMS
- experience in demonstrating software solutions within the buy-side Wealth management market
Benefits
- 401K with company match
- insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
- paid-time off including vacation, sick leave, short term disability, and family care responsibilities
- Employee Assistance Program
- incentive compensation including eligibility for annual performance-based awards
- eligibility for certain tax advantaged savings plans
To apply for this job please visit statestreet.wd1.myworkdayjobs.com.

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