Sales Support Specialist (Fintech)

TL;DR

Sales Support Specialist (Fintech): Supporting the pre-sales and business solutions team in delivering investment management solutions for hedge funds and alternative investment managers with an accent on order and risk management. Focus on delivering tailored Proofs of Concept (POC), managing RFPs/RFIs, and performing product demonstrations for North American clients.

Location: Hybrid - New York, NY

Salary: $105,000 – $115,000 USD

Company

Global fintech company providing investor communications and technology-driven solutions for the financial services industry.

What you will do

• Support pre-sales and solutions teams for hedge funds and asset management firms with a focus on front-to-back investment management.
• Act as a Subject Matter and Demo Specialist for the Portfolio Master solution.
• Coordinate and complete Requests for Proposals (RFP) and Requests for Information (RFI).
• Develop and deliver tailored Proofs of Concept (POC) to meet client functional and technical needs.
• Manage meeting documentation and track action items to completion.
• Analyze industry trends to provide feedback to Sales and Product Management teams.

Requirements

• 3–5 years of experience with Portfolio, Order, or Risk Management solutions.
• Strong background in Derivatives, Fixed Income, Rates, and OTC asset classes.
• Must be based in or able to work in a hybrid setup in New York, NY.
• BS/BA degree, preferably with a business concentration.
• Proficiency in CRM, Excel, and PowerPoint for data handling and executive presentations.
• Willingness to travel to clients and prospects.

Culture & Benefits

• Comprehensive benefit offerings.
• Bonus eligibility.
• Collaborative, engaging, and inclusive work environment.
• Career development and learning tracks for aspiring Pre-Sales professionals.