product sales Specialist

Idexcel; Herndon (VA); On-site; USD 52,000 - 75,000; Full time

Job summary

Idexcel in Herndon, VA is seeking a recent graduate to support demo environments and client showcases. You will maintain and configure demo environments, build dataset fixtures, and handle demo requests from Sales and Solutions teams.

You’ll create demo scripts, collaborate with Product Marketing, and develop lightweight tools to automate setup tasks while learning commercial lending concepts. This onsite role requires in-office presence and offers hands-on mentorship in a collaborative

Qualifications

• Bachelor's degree in any field.
• 0–2 years of relevant experience.
• Interest in learning commercial lending concepts.
• Strong organizational and documentation skills.
• Ability to work onsite in Herndon, VA.

Responsibilities

• Maintain and configure demo environments across lending modules.
• Build and curate realistic fixture datasets.
• Manage a queue of demo configuration requests.
• Develop and maintain demo scripts and walkthrough guides.
• Collaborate with Product Marketing and Engineering.
• Create lightweight internal tools to automate setup tasks.
• Maintain documentation and an internal knowledge base.

Skills

Organizational skills

Storytelling

Written communication

Technical curiosity

Multitasking

Education

Bachelor's degree

Tools

Retool

Notion

Airtable

Job description

This is a full-time, in-office role based at our Herndon, VA headquarters. Candidates must be able to commute to and work from our office Monday through Friday. We invest heavily in hands-on mentorship and believe in-person collaboration is essential to building the skills this role requires.

What You'll Do

• Maintain and configure Cync's demo environments across lending modules: LOS, LMS, Spreading, Construction, CRE, SBA, and AI-powered workflows
• Build and curate realistic fixture datasets — borrower profiles, financial statements, rent rolls, and loan structures — that make demos feel authentic and credible
• Manage a queue of demo configuration requests from the Sales and Solutions teams, turning them around on deadline
• Develop and maintain demo scripts, walkthrough guides, and use-case storyboards aligned to specific prospect segments: community banks, credit unions, and regional banks
• Partner with Product Marketing to keep demo content current with every new feature release
• Coordinate with Engineering on environment stability, bug fixes, and new module integrations
• Build lightweight internal tools (e.g., Retool apps, configuration scripts) to automate repetitive demo setup tasks — training provided
• Maintain documentation and an internal knowledge base so any Sales Engineer can run a polished demo independently

What We're Looking For

You do not need a finance or engineering background — though either helps. We are looking for:

• Recent graduate (0–2 years experience) with a Bachelor's degree in any field — Finance, Business, MIS, Computer Science, or Communications are all relevant
• Exceptional organizational skills — you can manage multiple parallel projects, track details meticulously, and never let things fall through the cracks
• A storytelling instinct — you think about how to make a product feel real and relevant to the audience, not just functional
• Technical curiosity — you are comfortable learning new software tools, exploring platform configurations, and figuring things out
• Strong written communication — you write clearly, concisely, and professionally
• Ability to commute to and work from our Herndon, VA office full-time
• Eagerness to learn commercial lending concepts: what a borrower base certificate is, how a loan origination workflow runs, what a credit memo contains

Bonus Points

• Prior experience configuring or managing SaaS platforms in any capacity — internship, academic project, or personal use
• Familiarity with low-code/no-code tools like Retool, Notion, Airtable, or similar platforms
• Coursework or internship in banking, accounting, commercial real estate, or financial analysis
• Experience creating training materials, product walkthroughs, or user documentation

What You'll Build in Year One

Cync Platform Architecture Demo Storytelling

Fixture Data Design Loan Structures & Credit

Retool & API Basics GTM Operations