Technical Sales Specialist - Analytics

Confluence; United States; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Referral Bonus scheme - Upto $3,000

Global Career Development

Generous Time Off

Job summary

Confluence in the United States is seeking a Technical Sales Specialist to partner with clients and prospects, presenting Confluence portfolio to finance industry personas from business users to executives. You will lead pre-sales, POCs, and technical demos, and collaborate with Enterprise Sales Directors to close deals.

You'll leverage Salesforce.com for opportunity tracking, stay current on industry trends, and act as trusted advisor while driving product insights back to internal teams.

Qualifications

• 5+ years of pre-sales experience in software solutions.
• Experience in performance, attribution and risk within financial services.
• Experience servicing financial industry or sell-/buy-side firms.

Responsibilities

• Act as technical expert for Confluence portfolio of products and services.
• Collaborate with Enterprise Sales Directors to scope pre-sales meetings and POCs.
• Deliver product demonstrations and articulate value aligned with customer goals.
• Capture insights and forecast sales activity using Salesforce.com.
• Educate clients on how Confluence solutions transform their business.
• Represent Confluence at industry events and share market feedback with product teams.

Skills

Pre-sales

Software solutions

Financial services

Salesforce

Education

Bachelor's degree in Financial Mathematics/Computational Science/Financial Engineering

Tools

Salesforce

Job description

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.

More about the role & team

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.

Department: Sales

Location: United States

Location - US (Remote)

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 ensuring 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.

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.