Sales Engineer
Summary
Sell an AI-powered investment research platform to hedge funds, asset managers, and family offices, running full-cycle B2B sales and product demos.
Key Responsibilities
• Identify, prospect, and close new business opportunities with
institutional investors, hedge funds, asset managers, and family offices
• Develop and execute a sales strategy to penetrate the financial research and investment management sector
• Build and maintain strong relationships with key decision-makers,
including Heads of Research, Portfolio Managers, and Heads of Trading
• Deliver compelling product demonstrations and articulate the value
proposition of our AI-powered research platform
• Collaborate with product and marketing teams to refine messaging and
go-to-market strategies
• Manage the full sales cycle from lead generation to contract negotiation and closing
Qualifications
• 3–8 years of B2B sales experience, preferably in SaaS, financial data, or research services
• Proven track record of selling into the financial investment
research ecosystem, with existing relationships in the buy-side (hedge
funds, asset managers) and/or sell-side research teams
• Deep understanding of how investment professionals conduct research, generate insights, and make investment decisions
• Strong communication and presentation skills in English
• Self-starter with the ability to thrive in a fast-paced startup
environment
• Bachelor’s degree or equivalent experience in business, finance, or a
related field
