Sales Engineer

Canoe Intelligence

. Support Sales, Client Success existing clients and their prospects throughout the entire sales process by acting as the domain expert on the Canoe products .

Posted 4/24/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 - $130,000 per yearWebsite

Tech Stack

Tools & technologies

CloudSQL

About the role

Key responsibilities & impact

Support Sales, Client Success existing clients and their prospects throughout the entire sales process by acting as the domain expert on the Canoe products
Assist our Sales Account Executives with the completion of RFPs
Advise firms on technical matters to optimize, upsell services and products; navigate product roadmap
Assist Sales and Client Success in coordinating appropriate internal product and technical resources for prospect calls and meetings
Highlight and communicate the differentiating benefits of the Canoe solution vs. the competition by demonstrating knowledge of the Canoe product, client workflows, and financial industry domain
Support the sales effort with “Proof of Concepts”
Understand prospective clients' key business requirements, load client data, and design custom demo environments to help clients conceptualize their future Canoe experience or optimize the existing one
Support in crafting solutions for clients to address their current business needs.
De-risk future implementation projects by outlining and validating a comprehensive approach to address client requirements.
Assist with the creation of the Statement of Work (SOW) as needed, budgetary estimates, and work with key internal teams (Client Success Implementation Managers, Client Support, Finance, and Legal)

Requirements

What you’ll need

Demonstrated experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience, and financial platforms
Bachelor's Degree (Computer Science, Mathematics, and/or Engineering field a plus)
Worked at prior SaaS companies in similar roles such as deployments, product, engineering
Knowledge of modern software architecture
Effective oral and written communicator with the ability to work with members at all levels of an organization, both internally and externally
Ability to multi-task and track processes and work for numerous prospective clients
Ability to lead complex projects, relationships, and timelines
Knowledge of database concepts, cloud infrastructure, SQL API exposure and general knowledge

Benefits

Comp & perks

Medical, dental, vision benefits
Flexible PTO
401(k)
Flexible work from home policy
Home office stipend
Employee Assistance Program
Gym/Wifi reimbursement
Education assistance
Parental Leave

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

FinTech deploymentsales engineeringsolutions architecturefinancial platformsmodern software architecturedatabase conceptscloud infrastructureSQLAPI exposure

Soft Skills

effective communicationmulti-taskingproject leadershiprelationship managementorganizational skills

Certifications

Bachelor's Degree in Computer ScienceBachelor's Degree in MathematicsBachelor's Degree in Engineering