Green Visor Capital

Management Company, LLC

Sales Engineer - Finance and Banking EXP at Cloud Lending Solutions
San Mateo, CA, US
Responsibilities –


  • Responsible for development and delivery of product demonstrations

  • Responsible for representing the product to customers and at field events such as conferences, seminars, etc.

  • Able to respond to functional and technical elements of RFIs/RFPs

  • Able to convey customer requirements to Product Management teams

  • Proactively scopes the technical solution required to address customer requirements, assesses customers met and unmet needs, and recommends solutions that optimize value for both the customer and the firm.

  • Coordinates closely with internal sales, product, and service resources to align solution design with customers’ business requirements.

  • Opportunistically pursues additional business development opportunities within customer firms.


Required Skills / Expertise –


  • MS or BS in engineering from an accredited institution

  • Experience in Lending domain  working for Financial Technology providers to Banks or Alt Finance Companies

  • Minimum three years and maximum 7 years of sales engineering experience in a business-to-business segment

  • Ability to quickly learn, understand, and work with new emerging technologies, methodologies, and solutions in the Cloud/IT Technology space.

  • Hands on experience in SFDC technologies is a major plus.

  • Demonstrated ability to work in fast-paced, dynamic work environment while managing multiple projects.

  • Demonstrated ability to work collaboratively combined with the ability to make decisions independently.

  • Excellent verbal, presentation, and written communication skills.