Sales Engineer

Lever, Inc.; New York (NY); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Remote work environment

Equity

401k match

Unlimited PTO

Education reimbursement

Continuous learning

Life insurance

Parental leave

Job summary

CMG is seeking a Sales Engineer to expand data services and API adoption. You will translate client workflows into technical demonstrations, support integrations with OMS/EMS, and collaborate with Sales, Customer Success, Engineering, and Product to grow revenue.

You will split time between expanding existing accounts and sourcing new data services opportunities, while building deep technical and commercial expertise in ECM datasets and analytics.

Qualifications

• 3+ years in sales engineering, solutions engineering, technical account management, or similar client-facing role.
• Proficiency in Python and strong Excel; ability to analyze data and build prototypes.
• Working knowledge of SQL and relational databases; APIs REST/GraphQL.
• Familiarity with OMS/EMS integrations; strong communication for technical/business audiences.
• Commercial mindset with team-selling experience; ownership across multiple accounts.

Responsibilities

• Meet and exceed quota within existing data services accounts and new opportunities.
• Identify upsell opportunities and new integrations across data services and API accounts.
• Support discovery, POC work, and client-specific analyses using Python, SQL, Excel.
• Guide onboarding, integration, and go-live including OMS/EMS integrations.
• Maintain client relations, surface product improvements, and contribute to pipeline reporting.
• Become a CMG data products expert and trusted ECM community member.

Skills

Python

Excel

SQL

REST API

GraphQL

OMS/EMS integrations

Communication

Team selling

Education

B.S./B.A. in Finance/Economics/CS/Engineering

Job description

The Company

Capital Markets Gateway LLC. (CMG) is a financial technology firm, uniquely focused on the equity capital markets (ECM), connecting investors and underwriters via a collaborative network. CMG delivers integrated ECM data and analytics, unrivaled transparency into deal flow, and workflow efficiencies for an otherwise fragmented and inefficient process. Providing a digital system of record for firm-wide deal activity, CMG helps clients make more timely, better-informed decisions. Launched in 2017 by a team of ECM practitioners, CMG has completed three successful fundraising rounds and is backed by a group of the world’s most prestigious financial institutions. The CMG platform is currently relied upon by nearly 150 buy-side firms representing $40 trillion in AUM and 22 global investment banks. For more information, please visit www.cmgx.io.

The Role

CMG is seeking an Sales Engineer to join the Data Services team, focused on growing CMG’s existing data services and API client base. As a quota-carrying contributor, you will fully understand our clients’ data, workflow, and integration needs to ensure the value of CMG’s data services offering is fully realized by our clients and monetized by sales. You will leverage your technical expertise to deepen product adoption, expand CMG’s data footprint within existing accounts, and support the build of new integrations, including connections to order management and execution management systems. You will also partner with Sales, Customer Success, Engineering, and Product to meet the ever-changing needs of CMG’s clients. Your time will be split between leading expansion efforts across CMG’s existing data services accounts and supporting the Head of Data Services in sourcing and selling new data services business. With a sales-oriented approach, you will tailor your demonstrations and client-specific analyses to each client’s workflow, while emphasizing CMG’s value proposition to generate new revenue within the accounts you manage. Throughout your interactions with clients, you will address their challenges and surface feedback that helps shape the CMG product roadmap. The successful candidate will be keen to see their clients succeed, passionate to ensure CMG is an integral part of their workflow, and eager to grow revenue across their accounts. The Sales Engineer reports to the Head of Data Services and will work directly on CMG’s data services strategy, including a growing focus on OMS and EMS integrations. This is an opportunity to build deep technical and commercial expertise alongside some of the most sophisticated data users in capital markets.

Responsibilities

• Meet and exceed your quota, which will consist of expansion revenue within existing data services accounts and new opportunities you help source and sell alongside the Head of Data Services
• Lead expansion efforts across existing data services and API accounts, identifying upsell opportunities including additional datasets, premium functionality, and new integrations
• Support technical discovery and proof-of-concept work for new and expansion opportunities, using Python, SQL, and Excel to build client-specific analyses and data demonstrations
• Guide clients through onboarding, integration, and go-live, including integrations into order management (OMS) and execution management (EMS) systems, working alongside integration partners and CMG Engineering
• Serve as the day-to-day technical contact for live data services clients, supporting developers, quant analysts, and data engineers on schema and workflow questions, and monitoring usage and account health to surface insights and flag risks early
• Act as the client’s advocate and technical liaison internally, translating requirements and product requests into clear input for Product and Engineering, and partnering with Customer Success to develop tailored presentations, demos, and materials for data services clients
• Record client interactions, technical evaluations, and pipeline activity in CMG’s CRM, and contribute to regular reporting on account health and pipeline
• Become a trusted member of the ECM community and a recognized expert on CMG’s data products and platform capabilities

Qualifications

• 3+ years in sales engineering, solutions engineering, technical account management, or another client-facing technical role, ideally at a Fintech, financial data provider, or Investment Manager
• Proficiency in Python and strong Excel skills (pivot tables, complex formulas, data modeling), with the ability to analyze data and build quick prototypes for clients
• Working knowledge of SQL, relational databases, and how client databases connect with 3rd parties
• Working knowledge of REST and GraphQL APIs, with the ability to read documentation and troubleshoot integrations
• Familiarity with Model Context Protocol (MCP) and AI-driven data integrations is a plus
• Experience with or knowledge of OMS or EMS integrations is strongly preferred
• Ability to communicate effectively with technical and business audiences, from developers and quants to ECM desks and portfolio managers
• Commercial mindset with a team-selling approach, partnering with Sales to qualify opportunities and drive client outcomes and revenue growth
• Self-motivated with a strong sense of ownership and the ability to manage multiple accounts in a fast-paced, cross-functional environment
• B.S. or B.A. in Finance, Economics, Computer Science, Engineering, or a related field

Our Values

• We innovate with purpose
• We focus on outcomes vs. output
• We believe diverse and inclusive teams fuel innovation
• We are humble yet candid
• We do right by the customer

What We Offer

• Comprehensive benefits program (Medical, Dental & Vision)
• Equity
• 401k company match
• Flexible Spending & Health Savings Account
• Unlimited PTO
• Remote work environment
• Education reimbursement
• Continuous learning opportunities
• Life insurance
• Employee referral bonus
• Parental leave

Compensation

$100,000 - $150,000 a year

The estimated salary range for this role is $100,000 to $150,000 base plus commission. The total on target earnings are expected to range between $150,000 and $200,000. The successful candidate’s salary will be determined by non-discriminatory factors such as skills and experience. Additionally, this role is eligible to participate in our benefits program including health, dental, vision, 401K, paid time off and our equity plan.

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm you are authorized to work in the U.S.

CMG embraces our ongoing commitment to building a culture reflecting the people, perspectives, and passions it represents. We will accept nothing less than equity, inclusion, and belonging for all. With the only constant in life being change, we will always listen, learn, and improve for the betterment of our teams, customers, and communities. CMG is proud to be an Equal Opportunity Employer.