Technical Sales Specialist - Analytics

Confluence Technologies, Inc.; Northern (KY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Time Off at Gen Holidays

Referral Bonus up to $3,000

Flexible working options

Job summary

Confluence Technologies, Inc. is seeking a Technical Sales Specialist - Analytics in a remote US role. You will partner with clients to present analytics portfolios, lead pre‑sales activities, and demonstrate value to multiple stakeholder levels from business users to CIOs.

The role requires 5+ years in pre‑sales of software solutions within financial services, leveraging Salesforce to manage the sales process and collaborate with product teams on market needs.

Qualifications

• Bachelor's Degree from an Accredited University or equivalent industry experience (Financial Mathematics, Computational Science or Financial Engineering)
• 5+ years of pre‑sales experience, including experience of software solutions
• Experience working in the performance, attribution and risk segments of the financial services industry.

Responsibilities

• Act as the technical expert for Confluence portfolio of products and services.
• Working with Enterprise Sales Directors, you will contribute to the project strategy from identification, through proof of concept, to close.
• In parallel to directly working in sales opportunities, you will help push the sales team’s level of expertise forward through regular product feature and benefit training.
• Leveraging Salesforce.com to capture insights, notes, and context from meetings to drive forecasting and pipeline management.
• Staying current on industry trends and client needs to educate them about Confluence solutions and services.
• Act as trusted advisor to prospects and clients.
• Partner with internal product teams to share market intelligence and drive product enhancements.
• Represent Confluence at Industry events.

Skills

Pre-sales experience

Enterprise sales

Relationship building

Communication

Education

Bachelor's Degree

Tools

Salesforce

Job description

Technical Sales Specialist - Analytics

Department: Sales

Employment Type: Permanent - Full Time

Location: United States

Reporting To: Nico Coetzee

Description

Location - US (Remote)

Why Confluence?

At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard‑working employees who work at Confluence.

The Technical sales professional will be partnering with clients/prospects to present portfolio in the financial services industries. The core focus will be to represent Confluence suite of solutions to various personas from business users to C-Level executives. The Technical Sales Specialist will be instrumental in assisting in lead qualification, technical product demonstrations that align Confluence product vision to the customer’s goals. Via solution selling, the role will be responsible for demonstrating the value of Confluence’s products and services and leveraging your expertise to ensure clients and prospects achieve optimal business outcomes. The Technical Sales Specialist will be responsible for working with global asset managers, asset owners, service providers and allocators to identify, scope and implement Confluence product portfolio solutions.

Key Responsibilities

• Act as the technical expert for Confluence portfolio of products and services.
• Working with Enterprise Sales Directors, you will contribute to the project strategy from identification, through proof of concept, to close. You will help to scope pre‑sales meetings and follow‑up activities, including POCs, reporting product and technical meetings
• In parallel to directly working in sales opportunities, as part of the TSS team, you will help to push the sales team’s level of expertise forward through regular product feature and benefit training, assisting with product slides and ensuing you keep up to date with the latest industry trends
• Leveraging Salesforce.com to effectively capture all important insights, notes, and context from in‑person meetings, calls, and emails to drive effective forecasting and management of your sales pipeline
• Staying current on industry trends and developing in‑depth knowledge of clients/prospects and their unique needs to enable you to effectively educate them about how Confluence solutions and services will help them profitably manage and transform their businesses
• Act as trusted advisor to prospects and clients.
• Partner with internal product teams to share market intelligence and drive product enhancements.
• Represent Confluence at Industry events.

Skills, Knowledge & Expertise

Education

• Bachelor's Degree from an Accredited University or equivalent industry experience (Financial Mathematics, Computational Science or Financial Engineering)

Experience

• 5+ years of pre‑sales experience, including experience of software solutions
• Experience working in the performance, attribution and risk segments of the financial services industry.
• Relevant working experience in either servicing the financial industry or at sell side or buy‑side firm

Job Benefits

Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes:

• Generous Time Off packages including additional half days with each public holiday in your location.
• Global Career Development opportunities
• Social Events
• Referral Bonus scheme - Upto $3,000 per successful referral
• Plus many more!

More about the Location

We offer flexible working options for all employees.

#LI-US-Remote

Values

We look for people who align with our 4 values.

Integrity

Face reality with honesty, courage and accountability

Imagination

Deal creatively with challenges and envision what the world could be

Discipline

Build good habits into reflexes which become a part of our life

Service

Committed to the success of others

Pre-Employment Screening Disclaimer

As part of our recruitment process, we carry out identity checks on all candidates. Offers of employment are conditional upon the completion of satisfactory background checks prior to the commencement of work. These checks may include verification of identity, right to work in the UK, employment history, and other relevant pre‑employment screening.

Please note that additional checks may be required depending on the nature of the role and the jurisdiction in which the role is based or operates. These may include, but are not limited to, criminal record checks or financial background checks where applicable.