Technical Sales Specialist - Analytics
Remote Worldwide Full-time Mid-level Solutions & Sales Engineering
At a glance
Mid-level Solutions & Sales Engineering role at Confluence Technologies. Remote · full-time.
Pay not stated
RoleSolutions & Sales Engineering
SeniorityMid-level
LocationWorldwide
WorkplaceRemote
EmploymentFull-time
PostedAug 27, 2026 · 4w ago
Role brief
Growth Roles summary, based on the employer's posting.
What you'll do
- Present portfolio solutions to financial-services prospects, from business users through C-level executives
- Qualify leads and run technical demonstrations tied to each customer’s goals
- Scope presales work, proofs of concept, and follow-up alongside Enterprise Sales Directors
- Use Salesforce.com to capture deal context and support forecasting across your pipeline
- Train sales colleagues, share market insight with product teams, and represent the business at industry events
What you bring
- At least five years in software presales, with experience supporting solution sales
- Background in financial-services performance, attribution, and risk work
- A bachelor’s degree in Financial Mathematics, Computational Science, Financial Engineering, or equivalent industry experience
- Experience serving financial firms or working at a sell-side or buy-side organization
Who this fits
You’ll suit a client-facing technical sales role focused on asset managers, asset owners, service providers, and allocators. The position is remote within the US and requires partnership with global customers, sales directors, product teams, and sales colleagues.
From the employer
Location - US (Remote) Why Confluence?
At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.
At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.
More about the role & team
The Technical sales professional will be partnering with clients/prospects to present portfolio in the financial services industries. The core focus will be to represent Confluence suite of solutions to various personas from business users to C-Level executives. The Technical Sales Specialist will be instrumental in assisting in lead qualification, technical product demonstrations that align Confluence product vision to the customer’s goals. Via solution selling, the role will be responsible for demonstrating the value of Confluence’s products and services and leveraging your expertise to ensure clients and prospects achieve optimal business outcomes. The Technical Sales Specialist will be responsible for working with global asset managers, asset owners, service providers and allocators to identify, scope and implement Confluence product portfolio solutions.- Act as the technical expert for Confluence portfolio of products and services.
- Working with Enterprise Sales Directors, you will contribute to the project strategy from identification, through proof of concept, to close. You will help to scope pre-sales meetings and follow-up activities, including POCs, reporting product and technical meetings
- In parallel to directly working in sales opportunities, as part of the TSS team, you will help to push the sales team’s level of expertise forward through regular product feature and benefit training, assisting with product slides and ensuing you keep up to date with the latest industry trends
- Leveraging Salesforce.com to effectively capture all important insights, notes, and context from in-person meetings, calls, and emails to drive effective forecasting and management of your sales pipeline
- Staying current on industry trends and developing in-depth knowledge of clients/prospects and their unique needs to enable you to effectively educate them about how Confluence solutions and services will help them profitably manage and transform their businesses
- Act as trusted advisor to prospects and clients.
- Partner with internal product teams to share market intelligence and drive product enhancements.
- Represent Confluence at Industry events.
- Bachelor's Degree from an Accredited University or equivalent industry experience (Financial Mathematics, Computational Science or Financial Engineering)
- 5+ years of pre-sales experience, including experience of software solutions
- Experience working in the performance, attribution and risk segments of the financial services industry.
- Relevant working experience in either servicing the financial industry or at sell side or buy-side firm
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