1. Solution Design & Problem Solving
- Understand client requirements and translate them into customized solutions.
- Configure existing web-based products to address specific business needs.
- Strong analytical and problem-solving abilities.
2. Demo & Proof of Concept (PoC) Setup
- Create and manage demo environments for prospects.
- Configure trial and PoC instances aligned with client use cases.
- Ensure technical setups are stable, functional, and showcase product value.
3. Technical Skills
- SQL (Strong Requirement)
- Writing complex queries
- Data analysis and reporting
- Extracting and validating business data
- JavaScript (Preferred)
- Basic customizations
- Integrations and scripting
4. Cross-Functional Collaboration
- Work closely with:
- Sales teams
- Product managers
- Engineering teams
- Act as a bridge between business requirements and technical implementation.
5. Client-Facing Experience
- Participate in client meetings, demos, and discovery sessions.
- Understand client objectives and translate them into technical solutions.
- Support the sales cycle from a technical perspective.
6. Private Credit Domain Knowledge
Knowledge of private credit asset classes such as:
- ABL (Asset-Based Lending)
- CRE (Commercial Real Estate)
- PL (Portfolio Loans / Private Lending)
- NPL (Non-Performing Loans)
- CLO (Collateralize Loan Obligations)
- MM (Middle Market Lending)
7. Pre-Sales Consulting Experience (Preferred)
- Experience conducting product demos.
- Managing PoCs.
- Supporting sales teams in winning current business.
- Solution consulting or sales engineering background.
Requirements
Key Requirements
Experience
- 2–4 years of experience in a similar role within the Finance, Technology, or Consulting sectors.
Technical Skills
- Strong command of SQL for querying, reporting, and data manipulation.
- Basic knowledge of JavaScript for customization and integrations is a plus.