Sales Engineer (Fintech)

TL;DR

Sales Engineer (Fintech): Supporting the pre-sales process for asset management solutions with an accent on derivatives, valuation, and risk management. Focus on delivering product demonstrations, managing RFPs, and collaborating with sales teams to drive adoption of portfolio and order management systems among hedge funds and alternative investment managers.

Location: Must be based in or able to commute to New York, NY (Hybrid)

Salary: $105,000–$125,000 USD

Company

hirify.global is a global fintech leader providing technology-driven solutions for the financial services industry.

What you will do

• Support the pre-sales team in demonstrating front-to-back investment management solutions to hedge funds and asset managers.
• Deliver tailored Proofs of Concept (POC) to meet specific customer functional and technical requirements.
• Assist the sales team in completing complex RFPs and RFIs.
• Act as the subject matter expert for the Portfolio Master solution during client meetings and presentations.
• Document meeting minutes and track action items to ensure successful sales cycles.
• Provide feedback to product management based on industry trends and client needs.

Requirements

• 3–5 years of experience with Portfolio, Order, or Risk Management solutions.
• Strong background in derivatives, valuations, and OTC asset classes.
• Excellent oral and written communication and presentation skills.
• Proficiency in CRM, Excel, and PowerPoint for data reporting and executive presentations.
• BS/BA degree required.
• Willingness to travel to client and prospect sites.

Culture & Benefits

• Comprehensive benefit offerings including health and wellness programs.
• Bonus eligibility.
• Collaborative and inclusive work environment focused on professional development.
• Commitment to diversity and equal employment opportunity.