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

• Assist senior member of the technical team in performing technical due diligence for Bank of America’s investments in energy and infrastructure assets, including reviewing independent engineering reports, technology reviews, project contracts, and other supporting materials
• Update project portfolio information from monthly operation reports and monitor the technical performance of portfolio assets (e.g., generation, availability, O&M expenses, and major technical issues)
• Evaluate and qualify equipment vendors, EPC contractors, and operators across multiple project types, including researching/tracking technology trends across the industry

Product Specialist II – Technical Engineering, Global Infrastructure Credit

• Lead payroll sales process
• Serve as Global Payroll Subject Matter Expert (SME)
• Advise Core Account Executives on deal execution strategy

Product Specialist – Global Payroll

• Collateral Valuation and Residual Risk Evaluation
• Assist in Structuring Equipment Finance Transactions for both Loan and Lease Transactions
• Contribute to Documentation Review and Negotiation
• Support Syndications Team
• Appraisal and Inspection Engagement and Review
• Portfolio Impairment Testing
• Provide Advice and Commentary on Equipment and the Markets in which they Operate to Internal Partners and Clients
• Support Global Leasing’s Corporate and Commercial businesses; ensuring EMG policies, procedures, controls and analytical principles are consistently followed
• Formulate and recommend Residual Value (RV) risk levels for new lease transactions, provide collateral valuations in support of loan-type products and support the acquisition of transactions and/or portfolios
• Provide accurate, well-reasoned opinions of current and future value, supported by research and data
• Work with a large, diverse marketing and sales organization to support, advise and provide consultative guidance relative to future asset values and market attributes
• Assist Credit, Legal, Transaction Management, Originations and Sales Management in structuring transactions to ensure that Global Leasing is protected in all situations contemplated in the financing
• Construct documents and provide specific terms and conditions designed to protect Global Leasing’s investment
• Build and maintain strong relationships with equipment brokers, inspectors, appraisers, remarketers and external suppliers
• Evaluate new target markets and provide responsive support for analyzing, winning and managing new equipment investment opportunities

Product Specialist II/III – Equipment Management

• Develop, implement, and maintain advanced analytics models using data science and AI/ML techniques
• Collaborate with investment professionals to identify analytical opportunities and communicate insights
• Analyze large and complex financial datasets to extract actionable insights
• Build, validate, and optimize predictive models for growth, risk management, and efficiency
• Shepard the AI/ML models through various validation and governance committees
• Stay abreast of trends in AI/ML, data engineering, and investment analytics
• Partner with IT and Data Engineering teams for data integrity and scalable analytics infrastructure
• Present complex analytical findings to both technical and non-technical audiences
• Mentor and guide junior analytics team members

Senior Product Specialist, Analytics & Machine Learning

• Lead comprehensive onboarding and adoption programs for law firms implementing Litera's AI-powered products
• Design and execute custom integration strategies that align with clients' existing legal workflows and processes
• Conduct in-person and virtual training sessions to demonstrate product value and maximize user engagement
• Build and maintain strong relationships with key stakeholders

Legal Product 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 best in class customer education, training and support via phone, virtual platforms, and email, to assist in all points of the customer journey.
• Answer incoming clinically related customer questions via phone, email or assigned requests in a timely and empathetic manner.
• Support Omnipod portfolio new customer starts and conversion product training and troubleshooting needs.
• Support clinical escalation calls through the call center, Medical Affairs teams, and clinical studies.
• Support Voice of the Customer initiative by engaging in outreaches to customers who have provided negative feedback.
• Maintain clinical certifications across all Omnipod products to provide accurate information.
• Work with Learning and Development team to support content creation for new product launches.
• Utilize data management platforms to validate customer complaints and relay findings to teams.
• Follow standardized workflows and fully document all customer interactions.
• Maintain compliance with HIPAA and other regulating bodies as required.

See all jobs on JobTailor

Technical Pre-Sale, Product Specialist – Capital Markets Technology

Product Specialist II – Technical Engineering, Global Infrastructure Credit

Product Specialist – Global Payroll

Product Specialist II/III – Equipment Management

Senior Product Specialist, Analytics & Machine Learning

Legal Product Consultant

Product Specialist – Canvas Custom Indexing

Product Specialist – Canvas Custom Indexing

Clinical Product Specialist II