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Senior Sales Engineer
S&P Global. Own the technical side of the customer lifecycle from discovery through solution design, demonstrations, proof-of-concept engagements, technical validation, scoping and handover to professional services .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing the technical aspects of the customer lifecycle, including solution design, product demonstrations, and technical scoping. Proficient in analyzing complex requirements and delivering high-quality solutions in SaaS environments while effectively communicating with diverse stakeholders.
Highest-signal resume keywords
Technical Account ManagementSaaS Product ExperienceSolution DesignData IntegrationExceptional Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Technical ScopingAnalytical CapabilityProblem-Solving SkillsValuation MethodologiesFinancial AnalysisRESTful APIsCloud-Based PlatformsEnterprise Data WorkflowsProof-of-Concept EngagementsPrivate Market Data
Soft Skills
CollaborationGrowth-Oriented ApproachAdaptabilityCoachingJudgment
Tools & Technologies
Microsoft ExcelILEVELWith IntelligencePrivate Market ValuationsCapital IQClaudeChatGPTGeminiCopilot
Industry Keywords
Financial ServicesPortfolio Monitoring SoftwarePrivate Capital FlowsValuation GovernanceAudit ReadinessFair-Value Reporting
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Own the technical side of the customer lifecycle from discovery through solution design, demonstrations, proof-of-concept engagements, technical validation, scoping and handover to professional services
- Partner with sales and account management to understand customer objectives, decision criteria, technical environments, data requirements and workflows
- Plan and deliver product demonstrations and proof-of-concept engagements with defined objectives, success measures, responsibilities and timelines
- Communicate complex technical and product information to technical, commercial and senior business audiences
- Advise customers and internal stakeholders on solution configuration, data workflows, integrations and implementation considerations
- Evaluate incomplete or conflicting information, identify viable options and make sound decisions
- Collaborate with product, research and development, operations and professional services on technical scoping and customer handover
- Share customer insight and identify opportunities to improve efficiency and quality
- Provide guidance or coaching to less-experienced colleagues
- Stay current on private markets, portfolio monitoring software, financial services and artificial intelligence in finance
- Support requests for information, requests for proposals, customer workshops and other sales activities
- Use Microsoft Excel and, where appropriate, large language model applications for analysis, solution development and customer engagements
- Travel as required to support customers, colleagues and business activities
Requirements
What you’ll need- 5+ years of experience in technical and/or customer-facing roles involving SaaS products, such as solutions, technical account management, or engineering
- Experience owning the technical elements of a customer lifecycle, including discovery, solution design, product demonstrations, proof-of-concept engagements, technical scoping and implementation handover
- Strong technical and analytical capability, including understanding customer systems, data, workflows and business requirements and translating them into practical solution recommendations
- Exceptional communication and presentation skills
- Strong problem-solving skills and ability to analyze complex requirements, identify solutions and handle objections in group settings
- Ability to manage competing priorities and deliver high-quality work within agreed timelines
- Sound judgment and adaptability when working with ambiguity, incomplete information or non-routine requirements
- Collaborative and growth-oriented approach, including willingness to share expertise and guide or coach colleagues
- Final-stage candidates must attend at least one in-person interview, ordinarily at the nearest S&P Global office
- Preferred: experience with private-market data, financial-services workflows, financial analysis, private capital flows or valuation processes
- Preferred: experience performing or overseeing valuations of private-market investments
- Preferred: knowledge of valuation methodologies, valuation governance, audit readiness and fair-value reporting
- Preferred: experience with SaaS architectures, RESTful APIs, data integrations, cloud-based platforms or enterprise data workflows
- Preferred: experience using S&P Global products such as iLEVEL, With Intelligence, Private Market Valuations or Capital IQ
- Preferred: experience designing and managing complex proof-of-concept engagements
- Preferred: experience using Claude, ChatGPT, Gemini or Copilot professionally
- Preferred: evidence of using customer feedback and expertise to improve processes, team capability or product development
Benefits
Comp & perks- Health care coverage designed for the mind and body
- Generous time off
- Continuous learning and career development resources
- Competitive pay
- Retirement planning
- Continuing education program
- Company-matched student loan contribution
- Financial wellness programs
- Family benefits for partners and children
- Retail discounts
- Referral incentive awards