Technical Account Manager responsible for sales process and client engagement in fintech industry. Collaborating with Product, Technology, and Client Engagement teams to drive sales success.
Responsibilities
Act as subject matter expert during sales process and thoroughly understand all aspects of the platform in order to explain the technology to all types of users
Assist in defining sales strategy and is proactive about preparing appropriate data and reports for sales events
Participate in demand creation events (seminars, trade shows, conferences, etc.)
Build and demo complex client-specific Custom Demonstrations / Proof of Concepts
Provide pre- and post-sales technical expertise as well as ongoing consultation to clients and prospects related to our customer-facing data feed and API solutions
Synthesize knowledge gained from customers interactions back to business management, Product and Technology teams
Proactive about maintaining high level of product/solution knowledge, as well as applicable technology changes
Deliver high quality documentation of recommended solutions to clients and internal stakeholders
Present Versana technology and vision to executives and technical contributors at prospects and customers
Work hands-on with prospects and customers to demonstrate and communicate the value of Versana technology throughout the sales cycle, from demo to proof of concept to design and implementation
Immerse yourself in the ever-evolving industry, maintaining a deep understanding of competitive and complementary technologies and vendors and how to position Versana in relation to them.
Collaborate with Product Management, Engineering, and Marketing to continuously improve Versana’s products and marketing
Requirements
Bachelor’s degree in Finance and/or Computer Science a plus
8-12 years experience in financial markets, data, or technology sales
Strong knowledge of portfolio and investment accounting for middle and back-office workflow and operations highly desired
Working knowledge of asset management industry a plus
Strong understanding of the business process and workflows of Versana’ target markets. Strong technical experience with ability to relate technical advantages into business benefits
Outstanding presenting skills to both technical, front office, and executive audiences, whether impromptu on a whiteboard or using presentations and demos.
Experience with large-scale Database and/or Data Warehouse technology and/or Data at Scale concepts
Ability to connect a customer’s specific business problems and Versana’s solutions
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