Sales Engineer
ABOUT XCEPTOR
Data is at the heart of everything we do: Xceptor has been designed around data manipulation in its broadest sense. We source data from wherever it flows. We curate, normalise, validate, repair, and enrich that data so it reaches its destination in a reliable and consistent format. Data coming out of Xceptor is data our clients can trust.
We are recognised as an expert in the Financial Services vertical, which strongly aligns with Business Users in Middle and Back-Office teams. We enable these users to solve their data challenges by themselves, rather than through a technology-led project.
Our People are subject matter experts. We understand our client’s challenges and we’ve got the experience and knowledge to solve them. Our talented team has a deep understanding of the unique challenges of the industry - we can empathise, engage, and speak the same language as our clients.
Our Vision is to be the leading platform for automating data flows.
Our Mission is to empower business users within Financial Institutions to build automated processes that deliver trusted data.
Our Values were created by our people, and speak to both who we are, and who we aspire to be. Ambition is in our DNA, and we embrace any opportunities ahead. Our curiosity and desire to grow drives us to learn from our customers and those around us. Our people are empowered, accountable, and deliver. We pull together, step up and focus on outcomes. The brilliance of our people makes a positive difference.
Business Area and Team
Pre-Sales are part of the Xceptor’s Go-To-Market department alongside Sales and Revenue Operations. At Xceptor, Pre-Sales play a vital role in the sales cycle - they support the sales process by leveraging technical expertise to demonstrate the value Xceptor products bring to clients working collaboratively with teams across the business including Sales, Marketing, Delivery, Development, and Product.
The Role
We are looking for an experienced and driven Pre-Sales Consultant with a proactive approach and a positive attitude to join our growing team. You will play a vital role in helping to define what comes next and will enjoy taking responsibility for identifying and solving issues, creating innovative solutions with a client-centric approach. You will provide comprehensive support to the Sales and Customer Engagement teams, in order to aid new client acquisition and ongoing account development.
The nature of our software means it can meet a very wide range of business requirements. There are endless ways to improve efficiency for our clients. A key part of this role will be to understand their extremely varied business processes and design solutions and software demonstrations to outline and evidence how we can help.
Key Responsibilities
- Supporting Sales and Customer Engagement Managers with new sales and account development. Developing a solid understanding of customer-specific challenges through detailed requirements gathering workshops.
- Designing and configuring solution demonstrations that exceed customer expectations.
- Managing Proof of Concepts and Pilots end-to-end.
- Assisting with responding to RFIs/RFPs and other technical questions.
- Working closely with other Pre-Sales consultants to share knowledge and provide support, as necessary.
- Collaborating with the Delivery team to estimate project effort and prepare Statements of Work.
- Attending events and collaborating with Marketing on various assets and collateral.
- Feeding back intelligence, customer feedback and new enhancement ideas to Product and Development.
- Assisting with new product feature testing where necessary.
Key Skills
- Technical Requirements SQL Server and basic SQL, Excel, XML
- Highly competent in gathering client requirements and managing client workshops.
- Highly competent in preparing and delivering software product demonstrations.
- High competent in managing Proof of Concepts (PoCs) through Pre-Sales or equivalent experience.
Associated Values and Behaviours
- A self-starter with strong interpersonal and effective communication skills.
- Ability to initiate and maintain relationships with key decision makers.
- Ability to work in a dynamic, fast-moving environment.
- Ability to work well in a team as well as independently.
- Willingness to travel for client meetings as required
Expected Competencies
- Previous Pre-Sales experience highly desirable.
- Strong knowledge of the financial services industry and processes highly desirable.
- Previous experience of working with data automation technologies in the financial services industry highly desirable.
- Degree in business, computer science, finance or related fields highly desirable.
Salary DOE - $130,000 + commission
#LI-LM1 #LI-Hybrid
This is a great opportunity to join an innovative, fast-paced, highly collaborative, and forward-thinking organisation, during a significant growth phase. Xceptor is an equal opportunities employer and welcomes applications from all sections of society and does not discriminate on grounds of race, religion, or belief, ethnic or national origin, disability, age, citizenship, marital, domestic, or civil partnership status, sexual orientation, or gender identity or any other basis as protected by applicable law.
Please note:
- Xceptor works with clients in financial services and our offers of employment are subject to the satisfactory completion of background checks, which includes criminal record checks, and credit reference checks.
- If you have any employment gaps exceeding three months within the last six years, we will request additional information and evidence to clarify those periods.
Average salary estimate
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At Xceptor, we believe data is the lifeblood of modern business, and as a Sales Engineer, you'll be at the forefront of our operations in New York. As an experienced Pre-Sales Consultant, you will not only support our dynamic Sales and Customer Engagement teams but also play a critical role in demonstrating how Xceptor's innovative data manipulation solutions can transform our clients' operations. You'll enjoy collaborating with various teams to gather detailed customer requirements, developing tailored software demonstrations that truly resonate with potential clients. Xceptor's unique position in the Financial Services industry means you will work on groundbreaking solutions that empower users to tackle their data challenges effectively. Your understanding of SQL Server, and your technical acumen will enable you to lead Proof of Concepts and manage client proposals with finesse. We value a proactive approach, so your knack for identifying issues and designing solutions that meet diverse business needs will be essential. If you’re self-motivated with strong interpersonal communication skills, you'll thrive in our fast-paced, innovative environment where ambition and curiosity drive everything we do. Join us and be part of a team that is not just about selling products—it’s about forging long-lasting partnerships built on trust, knowledge, and collaboration.
An automation revolution Our journey started in 2003 when our co-founder, Dan Reid, came together with two friends and former colleagues, all with backgrounds in Banking and Financial Services, and formulated an ambitious plan to revolutionize da...
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