Product Specialist

• Support and gradually take ownership of product demonstrations for prospective and existing clients across capital markets organizations.
• Learn and understand clients’ trading environments, workflows, technical architectures, and integration challenges in order to position Esprow’s solutions effectively.
• Conduct technical presentations, workshops, webinars, onboarding sessions, and client training activities.
• Explain complex protocol-level and trading-system concepts in a clear, concise, and professional manner to both technical and non-technical stakeholders.
• Collaborate closely with Sales teams during enterprise sales cycles, proof-of-concept activities, product evaluations, and technical discussions.
• Support client evaluation and onboarding activities by helping clients understand how Esprow’s solutions fit within their infrastructure and operational workflows.
• Maintain and continuously improve demonstration environments, test scenarios, datasets, and supporting presentation materials.
• Work with Product, QA, and Engineering teams to provide feedback from client discussions and help improve product usability and technical positioning.
• Contribute to technical marketing activities including webinars, presentations, technical articles, conference participation, and educational materials where required.
• Assist with the preparation of technical documentation, product communication materials, and solution-oriented client content.
• Stay up to date with developments in software technology, APIs, testing methodologies, financial messaging, and capital markets infrastructure.

Technical Pre-Sale, Product Specialist – Capital Markets Technology

• Design/configure/test Adaptive Planning – Workforce Planning solutions in Workday
• Align solutions with workforce planning strategies and organizational goals
• Translate business needs into technical requirements/functional configuration
• Subject Matter Expert for planning processes: Headcount & Cost, Resource & Capacity, Strategic Workforce, and Talent Planning
• Analyze/enhance Workday Strategic Workforce Planning solutions
• Collaborate with HR COEs, Digital/IT, and vendors to ensure solutions meet broader HR and business needs
• Partner with HR Technology leadership/business stakeholders/end-users to optimize Workday functionalities
• Lead testing efforts to ensure seamless integration with existing systems
• Provide production support for Adaptive Planning, including troubleshooting and analysis
• Stay ahead of Workday releases and assess impact on Adaptive Planning solution in use
• Maintain clear and up-to-date documentation: user guides, job aids, training materials
• Communicate insights/recommendations to stakeholders at all levels
• Manage integrations with systems like Oracle Hyperion, Planisware, and more

HR Technology – Workday Product Specialist, Workforce Planning

• Enhance the selling process by serving as the clinical expert on the application of Acute Care and Monitoring (ACM) products in the Adult/Pediatric Operating Room and NICU/PICU environments.
• Lead OR/NICU selling and clinical activities for INVOS cerebral/somatic oximetry and Nellcor pulse oximetry technologies within assigned territory and partner with regional sales teams to ensure both pre- and post-sale requirements are met
• Lead pre-sale clinical demonstrations and evaluations to showcase the clinical value of ACM solutions.
• Coordinate and participate in evaluations along with aligned field sales team and customer to ensure they are conducted according to best practices.
• Engage key stakeholders with product value propositions, supporting literature, etc. appropriate to their specific care area.
• Lead post-sale activities including implementation, product education, in-servicing, and ongoing support to ensure robust adoption and utilization.
• Stimulate, support, and facilitate clinical champions in the development of institutional policies and processes that leverage ACM products to improve patient care
• Demonstrate skills appropriate to successful advancement of complex sales, including: Strong analytical abilities and use of business tools such as Salesforce.com (SFDC) and Sales Analytics to develop a robust territory strategy and business plan
• Consistent effectiveness in both offensive and defensive competitive selling situations
• Expert-level clinical knowledge of acute care in the adult/pediatric OR/CVOR and/or NICU/PICU including monitoring applications for critically ill neonates and children, including Nellcor pulse oximetry and INVOS cerebral/somatic oximetry.
• Act as a key resource for and collaborate with other internal partners (e.g., Clinical Directors, Sales Leaders, Sales Partners, Marketing, Medical Affairs, R&D)
• Stay up to date on the educational needs of the NICU/PICU customer base related to product utilization and concepts of clinical application
• Assess internal processes for delivery of customer education and implement process improvements as needed
• Provide expert input to facilitate the development of sales and marketing materials, customer presentations, education plans and evaluation plans that reflect the needs of the customer
• Identify subject areas, individuals, and opportunities for clinical research to further the body of evidence for our products in collaboration with Medical Affairs experts
• Assess productivity and return on time invested and discuss opportunities for improvement with key stakeholders to ensure results
• Assist Clinical Directors with specific zone-level initiatives or programs
• Attend applicable trade shows, medical association meetings, and educational symposia to network with customers/clinicians
• Timely completion of all special project and administrative duties

Senior Clinical Product Specialist, OR/NICU/PICU - Acute Care and Monitoring

• Serve as the technical product expert for assigned Process Analytics products (e.g., spectroscopy and wet chemistry analyzers)
• Provide pre‑sales technical support, including application discussion and development, solution design, and customer consultations
• Support and execution of product demonstration and feasibility studies in-house and at customer site
• Support product training for sales, service, and customers (classroom, virtual, and onsite)
• Assist with system troubleshooting, performance testing, and programming of analyzer
• Collaborate cross‑functionally with Product Management, Sales, Service, and global Metrohm resources
• Support new product introductions and ongoing product developments based on market and customer feedback
• Participate in trade shows, customer visits, and industry events as needed

• Help us scope and pressure test a Premium Audit applet on our Party Portal
• Mapping the end-to-end workers' comp and GL premium audit workflow
• Identifying the highest-leverage friction points
• Reviewing product specs, mockups, and pricing models
• Translating NCCI class code logic, payroll inclusion rules
• Helping evaluate carrier and TPA partnership opportunities
• Occasionally joining customer discovery calls with brokers, insureds, or carrier contacts
• Flagging adjacent product opportunities in audit dispute, premium recovery, and exposure reporting

Premium Audit Expert – Part-Time Consultant

• Support and work closely with Senior Product Specialists to promote CANVAS®
• Educate and promote CANVAS® throughout Franklin Templeton internal sales teams and partner firm sales professionals
• Develop an in-depth understanding of CANVAS® workflows and work closely with Client Service and Implementation teams on a daily basis
• Serve as primary home office and financial advisor coverage for select partner firms
• Educate clients and prospects on the value of Custom/Direct Indexing and key differentiators offered by CANVAS®
• Develop new advisor relationships and retain and deepen existing relationships
• Work with partner firms through their advisory management and home office sales team to promote CANVAS® and specific initiatives/offerings
• Demonstrate the ability to be a utility player able to flex between operations, analysis, and client facing activities
• Take ownership of follow-up communication
• Work with resources/teams to prepare home office and advisor-specific marketing and education collateral based on internal and external requests
• Work with other internal teams to manage ongoing account service requests in a timely manner
• Demonstrate a comprehensive understanding of industry and financial advisor practices
• Ability to articulate the value of custom/direct indexing and become a true partner to financial advisor clients

Product Specialist – Canvas Custom Indexing

• Provide customer-facing demo support
• Achieve and maintain technical expertise in BRINC OEM products & proprietary software
• Possess and maintain an FAA Part 107 Pilot’s License
• Build positive relationships with customers and public safety agencies
• Maintain a high level of flying proficiency to perform flying duties safely and efficiently
• Participate in timely and effective communication with BRINC teammates
• Partner with TAEs in the field to deliver live, interactive demonstrations of both hardware and software solutions.
• Responsibly manage assigned BRINC equipment to include demonstration truck, station, sUAS kits and all accompanying equipment.
• Proactively maintain cleanliness and functionality of all equipment to present BRINC as a solution for our public safety partners.
• Proactively conduct detailed preparation testing, pre-operational briefings with contingencies and informative debrief discussions with BRINC personnel while onsite.
• Communicate effectively with all team members while onsite and defer questions to the appropriate party during demonstrations.
• Complete required recurrent training to comply with company and regulatory requirements
• Participate and become certified in comprehensive technical troubleshooting of BRINC technology
• Ensure safety practices associated with transport of equipment and technological hardware
• Drive and manage the DFR truck to provide on-site support for reps during client meetings, demonstrations, and field events.

• Support customers by providing technical, clinical, and educational assistance on the BioPatch product line
• Increase sales of the BioPatch product line and work closely with PDI Territory Sales Managers
• Complete BioPatch training curriculum to develop product expertise
• Coordinate and conduct sales calls, trials, in-services, and educational events
• Collaborate with outsourced in-service providers and maintain schedules
• Develop rapport with distribution partners across the region

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