
Financial Services Innovator
1 week ago
As a pivotal role in our organization, you will be part of a dynamic team at the forefront of AI technology in the investment management and dealmaking industry. You will have the opportunity to work with cutting-edge products and make a significant impact on clients' success.
This expert position is crucial at the intersection of go-to-market and product teams. As a Business Development Expert, you will lead technical demonstrations, configure custom demo environments, and act as a trusted domain expert in financial services, AI, and SaaS.
Key Responsibilities- Own and deliver high-impact product demonstrations tailored to investment firms (private equity, credit, real estate, etc.)
- Lead site configuration to align platform setup with customer data, use cases, and investment workflows
- Partner with Account Executives throughout the sales cycle to shape compelling solutions and value stories
- Translate customer needs into actionable feedback for product and engineering teams
- Manage and respond to technical questionnaires, RFIs, and security reviews
- Collaborate with Customer Success to ensure a smooth handoff and deployment experience
- At least 3 years of experience in sales engineering, solutions consulting, or technical pre-sales roles in SaaS, fintech, or enterprise AI
- Deep knowledge in financial services, especially private markets (private equity, credit, or real assets)
- Strong understanding of enterprise SaaS architecture, data privacy/security, and cloud platforms
- Experience with AI/ML platforms, NLP, or data-centric products is beneficial
- Exceptional communication and presentation skills — comfortable in front of CIOs, CTOs, and investment professionals
- Self-starter with high ownership, curiosity, and adaptability
We offer a dynamic work environment that fosters growth, innovation, and collaboration. As a Business Development Expert, you will have the opportunity to work on challenging projects, develop your skills, and make a significant impact on our clients' success.
Our team is passionate about delivering exceptional results and exceeding client expectations. If you are a motivated professional looking for a new challenge, we encourage you to apply.
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