Solutions (Sales) Engineer

Summary

Join DiligenceVault, a global SaaS company transforming the investment management industry, as a Solutions (Sales) Engineer. You will be a key technical advisor, collaborating with sales, product, and client teams. Responsibilities include leading technical demos, designing tailored solutions, providing expertise in API integrations and data migration, and contributing to due diligence materials. You will work cross-functionally, relaying feedback and influencing the product roadmap. This role requires 5+ years of experience as a Software Sales Engineer in SaaS, strong understanding of cloud architecture and APIs, familiarity with investment management technology, and excellent communication skills. The position offers a flexible remote work setup, competitive compensation, benefits, and a dynamic work environment.

Requirements

• 5+ years of experience as a Software Sales Engineer or Pre-Sales Engineer (SaaS experience strongly Required)
• Strong understanding of cloud architecture , APIs , and data migration tools and methodologies
• Familiarity with the investment management ecosystem and associated technologies
• Excellent communication and presentation skills; ability to explain complex concepts to both technical and non-technical audiences
• Self-starter with a proactive approach and a desire to thrive in a high-growth environment
• Prior experience working in a growth-stage tech or SaaS company is required

Responsibilities

• Collaborate with Sales and Support teams to execute strategic sales plans and exceed performance targets
• Engage with prospective clients to understand technical requirements and design tailored solutions that align with their business needs
• Lead technical demos and Proof of Value (PoV) engagements to showcase platform capabilities
• Provide deep expertise in API integrations, data migration, and cloud architecture
• Contribute to RFPs, RFIs, DDQs, and other due diligence materials with a strong technical perspective
• Act as a trusted technical advisor throughout the sales cycle—building relationships and establishing credibility with stakeholders
• Work cross-functionally with Product and Engineering teams to relay feedback and influence product roadmap
• Enable and support partners with technical onboarding and education
• Develop sales collateral, technical content, and custom environments for client-specific use cases

Benefits

• Flexible remote work setup (U.S.-based, Eastern Time Zone hours)
• Competitive compensation including base salary, commission, and equity options
• Medical, dental, vision benefits, including access to One Medical membership through our partners at Just works
• 401(k) retirement plan
• Generous PTO (vacation, sick leave, and public holidays)
• Employee donation matching program
• Annual global team offsite
• A dynamic, innovative, and fun work environment
• Compensation includes salary, discretionary bonus and, equity options