Overview
On Site
Full Time
Skills
Complex Sales
Banking
Finance
Request For Proposal
RFI
Onboarding
Sales
Marketing
Roadmaps
Service Delivery
Financial Services
Regulatory Compliance
SEC
Communication
Stakeholder Management
Surveillance
Workflow
Management
Job Details
A fast-growing regulatory technology firm is seeking an experienced Senior Sales Engineer to support its commercial team in driving complex enterprise sales within the financial services sector. This is a chance to join a data-driven tech company that helps banks, hedge funds, asset managers, and brokers navigate regulatory and compliance challenges.
About the Company:
The firm offers an integrated platform for trade surveillance, communication oversight, and data-driven compliance. Their solutions help financial institutions prevent market abuse, meet global regulatory obligations, and streamline operations from a single interface.
The Role:
You'll serve as a critical link between clients and internal teams-translating business needs into technical solutions and leading product demos, proof-of-concepts (POCs), and RFP/RFI responses. Collaborating with Sales, Product, and Implementation, you'll ensure a smooth client journey from initial engagement through onboarding.
Responsibilities:
Ideal Background:
About the Company:
The firm offers an integrated platform for trade surveillance, communication oversight, and data-driven compliance. Their solutions help financial institutions prevent market abuse, meet global regulatory obligations, and streamline operations from a single interface.
The Role:
You'll serve as a critical link between clients and internal teams-translating business needs into technical solutions and leading product demos, proof-of-concepts (POCs), and RFP/RFI responses. Collaborating with Sales, Product, and Implementation, you'll ensure a smooth client journey from initial engagement through onboarding.
Responsibilities:
- Deliver compelling demos and POCs aligned with client needs.
- Conduct discovery sessions to understand business workflows and challenges.
- Partner with Sales to qualify opportunities and shape strategy.
- Guide handoff from sales to onboarding, managing timelines and expectations.
- Support RFPs and RFIs with accurate, persuasive content.
- Maintain up-to-date pre-sales materials with Marketing.
- Offer insights to Product and Customer Success to improve roadmap and service delivery.
- Build trusted relationships with clients as a consultative advisor.
Ideal Background:
- Experience in financial services, RegTech, or compliance technology.
- Familiarity with SEC, CFTC, FINRA regulations and trade lifecycle.
- Strong communication and stakeholder management skills.
- Exposure to surveillance workflows (communications/trade) and best execution.
- Ability to simplify complex technical concepts for diverse audiences.
- Comfortable managing multiple priorities in a fast-paced environment.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.