Pre-Sales Technical Engineer - Financial Tech

SS&C

Jacksonville (FL)

Hybrid

USD 65,000 - 90,000

Full time

14 days+

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Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan with company match

Paid time off, holidays, and parental?

Professional development reimbursement

Job summary

SS&C, a leading financial services and healthcare technology company, seeks an Associate Sales Engineer (pre-sales) to support the sales team in Jacksonville, FL. You will present technical demonstrations and tailor solutions to client needs.

Join a global team and gain exposure to large-scale enterprise environments while contributing to technical validation, PoCs, and sales collateral. This hybrid role requires strong presentation and communications skills, willingness to travel occasionally,

Qualifications

Bachelor's degree in Computer Science, Finance, Business, or a related technical field.
1-3 years of experience in a technical support, pre-sales, or financial services role.
Strong understanding of financial services technology, including investment management, portfolio accounting, or wealth management platforms.
Excellent presentation, communication, and interpersonal skills with the ability to articulate complex technical concepts to both technical and non-technical audiences.
Demonstrated ability to learn new technologies quickly and effectively.
Problem-solving aptitude and a proactive approach to addressing client needs.
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
Ability to travel occasionally for client meetings and industry events.

Responsibilities

Collaborate with the sales team to understand client requirements and develop tailored technical solutions.
Conduct compelling product demonstrations and presentations, highlighting features and benefits relevant to client needs.
Provide technical support during the sales cycle, including answering product-related questions, addressing technical concerns, and resolving pre-sales technical issues.
Prepare and deliver proof-of-concept engagements and pilot programs for prospective clients.
Assist in the creation of technical proposals, RFPs, and other sales collateral.
Stay up-to-date with Advent's product suite, industry trends, and competitive landscape.
Gather and relay client feedback to product management and development teams for continuous improvement.
Participate in industry events, conferences, and webinars as a technical representative.