Key Skills & Experience Required
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.
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 secure, functional, and showcase product value.
Technical Skills
SQL (Strong Requirement)
Writing complex queries
Data analysis and reporting
Extracting and validating business data
JavaScript (Preferred)
Basic customizations
Integrations and scripting
Cross-Functional Collaboration
Work closely with:
Sales teams
Product managers
Engineering teams
Act as a bridge between business requirements and technical implementation.
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.
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)
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
Robust command of SQL for querying, reporting, and data manipulation.
Basic knowledge of JavaScript for customization and integrations is a plus.