Sales Engineer (Pre-Sales & Solutions)
CENTRL is a super-fast growing Silicon Valley technology AI company for Automating Diligence & DDQ/RFP Response for Investment Managers, Banks, and Corporates with offices in the SF Bay Area, NY, Australia and India. CENTRL’s clients include leading companies around the world including several Fortune 500 firms. CENTRL is led by a highly experienced management team with a proven track record and is backed by some of the leading investors such as Providence Strategy Growth and Susquehanna Growth Equity
We are seeking a Sales Engineer to partner closely with our Sales and Product teams to support enterprise prospects . This role will be instrumental in demonstrating the value of our end-to-end platform, supporting technical discovery, and enabling successful pilots and proof-of-concepts (POCs).
Key Responsibilities
• Partner with Sales to support the full pre-sales lifecycle, including discovery, demos, and technical validation
• Configure, model and lead tailored product demonstrations, aligning solutions to client workflows and requirements
• Design and execute pilots and POCs, including configuration, data setup, and success criteria definition
• Conduct client trainings and workshops during evaluations and early implementations
• Translate customer requirements into solution designs, configurations, and integrations
• Act as the technical liaison between Sales, Product, and Engineering to address client questions and feedback
• Support RFPs/RFIs with product, technical, and security-related inputs
Qualifications
• Bachelor’s degree in Computer Science, Engineering, Information Systems, or a related technical field
• 3–7+ years of experience in Sales Engineering, Solutions Consulting, or Pre-Sales for B2B SaaS a must
• Experience working with enterprise clients in financial services, asset management, banking, or risk/compliance platforms preferred
• Strong ability to explain complex technical concepts to non-technical stakeholders
• Hands-on experience configuring SaaS platforms, workflows, data models, or integrations
• Excellent presentation, communication, and stakeholder management skills
Nice to Have
• Familiarity with due diligence, risk, compliance, or investment research workflows
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We are seeking a Sales Engineer to partner closely with our Sales and Product teams to support enterprise prospects . This role will be instrumental in demonstrating the value of our end-to-end platform, supporting technical discovery, and enabling successful pilots and proof-of-concepts (POCs).
Key Responsibilities
• Partner with Sales to support the full pre-sales lifecycle, including discovery, demos, and technical validation
• Configure, model and lead tailored product demonstrations, aligning solutions to client workflows and requirements
• Design and execute pilots and POCs, including configuration, data setup, and success criteria definition
• Conduct client trainings and workshops during evaluations and early implementations
• Translate customer requirements into solution designs, configurations, and integrations
• Act as the technical liaison between Sales, Product, and Engineering to address client questions and feedback
• Support RFPs/RFIs with product, technical, and security-related inputs
Qualifications
• Bachelor’s degree in Computer Science, Engineering, Information Systems, or a related technical field
• 3–7+ years of experience in Sales Engineering, Solutions Consulting, or Pre-Sales for B2B SaaS a must
• Experience working with enterprise clients in financial services, asset management, banking, or risk/compliance platforms preferred
• Strong ability to explain complex technical concepts to non-technical stakeholders
• Hands-on experience configuring SaaS platforms, workflows, data models, or integrations
• Excellent presentation, communication, and stakeholder management skills
Nice to Have
• Familiarity with due diligence, risk, compliance, or investment research workflows
Apply tot his job
Apply To this Job