This position will be responsible for engineering solutions for Company clients based on current technologies, work with leadership to define technology strategy, performing R&D process and creating documentation for implementation and support teams as well as supporting sales management and individual deal flow by problem-solving key technical issues for prospective clients. Collaborating with technical leadership, marketing, sales, and account management, you will present convincing and substantiated solution architectures designed to address Client-specific requirements.
The ideal candidate will be a strategic, execution-oriented Design Engineer with experience in a Design Engineering or client-interfacing technical sales role, and have a proven track record of presenting technology solutions to Financial Services Clients. In addition to staying abreast of industry trends, Company competition and best practices, he/she will assist the sales team in their efforts to close new business, and up-sell and cross-sell the Company suite of IT services and solutions to an existing Client base.
Responsibilities:
- Design and engineer technical solutions for clients
- Perform evaluation and selection of products and design components and create supporting documentation for internal Teams
- Improve operational processes via automation tools by interfacing with internal departments, identifying department needs and implementing automation processes.
- Collaborate with Account Management, Sales, and technical leadership by participating in Client phone calls and on-site meetings to effectively document and communicate technical requirements.
- Take responsibility of deal flow for technical aspects of solutions, including coordination of supporting technical resources, delivery of whiteboard and slide presentations, product demonstrations, executive summary documents and trial management.
- Present approved technical solutions to Clients, showcasing how proposed plans can be leveraged to support their technology needs and core business objectives; ability to clearly articulate ROI of proposed solutions when necessary.
- Prepare detailed responses to Requests for Proposals (RFP’s) and Requests for Information (RFI’s) outlining full scope of projects including technical as well as business and financial aspects.
- Interface with third-party vendors, technology partners, and internal project stakeholders to generate solution-based roadmaps, and convincing and substantiated technology and architecture solutions addressing Clients’ requirements.
- Liaise with all relevant business units to secure resources required to complete tasks on time and on budget.
- Assist with procurement efforts based on approved solutions where necessary.
Qualifications:
- Experience in a design and engineering role in a consultative, solution-based environment.
- Working knowledge of Microsoft Azure and Office 365 components ( Azure certifications are a highly desired)
- Demonstrable track record of successfully drafting and presenting Client-specific technology and architecture solutions to the financial services industry strongly preferred.
- Understanding of technology required (cloud, storage, infrastructure, and desktop). Ability to quickly learn, understand, and craft a compelling message around emerging technologies and offerings.
- Able to work on simultaneous projects, completing tasks in a timely manner with minimal supervision.
- Able to communicate with technical and non-technical professionals, including VP and C-Level, by tailoring messaging for the audience and delivering a clear and concise story leveraging everyday situations.
High degree of proficiency with Microsoft Office suite (Excel, MS Word, PowerPoint) and CRM software (Salesforce or a comparable alternative). Bachelor’s degree or equivalent level of experience.
