Who we are looking for

The Solutions Engineer is responsible for providing pre-sales support to the sales, account management, customer success, and product teams. The typical sales process involves multiple customer stakeholders across different functions, so it is important that the Solutions Engineer be able to speak with equal credibility to the technical aspects of the product as to the individual business challenges for each persona. A key stakeholder this role will speak with is the CTO or CIO of a client, where the Solutions Engineer should be capable of leading a strategic technical architecture discussion and providing a clear recommendation. This position will organize, plan, direct, and coordinate all aspects of the technical pre-sales engagement, including demos, proofs of concept, security audits, requirements scoping, and proposal creation.

This role offers a unique opportunity for exposure to all core functions of a high-growth SaaS company which is part of Charles River Development, A State Street Company. The Solutions Engineer will hear firsthand customer / market challenges while also gaining experience with the operations of the product, engineering, and post-contract support teams. This is an execution role that offers multiple opportunities for leadership advancement with company scaling.

Why this role is important to us

• The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created first open front-to-back platform
• State Street Alpha, that was launched in 2019.

Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for.

What you will be responsible for

As a Solutions Engineer, you will

• Act as a trusted advisor to the customer and provide “industry expert” best practices using tangible examples from actual clients
• Support Sales Manager during the discovery phase of customer buying process. Define the specific problems to solve with tangible examples from customer data.
• Present to partners and clients how our products can help solve their technical and strategic business challenges through in-depth product demonstrations or proofs of concept and leading onsite workshops
• Lead engagement with CTO or CIO on technical architecture strategy and provide credible recommendations for a data management strategy
• Drive customer requirements gathering and proposal generation for new customers. The Solutions Engineer is the technical bridge between all functional groups and their pre-sales customers.
• Lead Request for Proposal (RFP) responses in conjunction with Sales Manager
• Liaison between customers and Customer Success team to communicate relevant feedback and customer requirements to ensure alignment between pre- and post-contract delivery
• Manage internal teams to delivery to clients within buying cycles. Strong collaboration required with Product, Marketing, Development, and Customer Success functions.

What we value

• Experience in infrastructure, real estate, private credit, private equity, private market diligence, fund management, or process consulting
• Ability to communicate effectively from CEO to entry-level end user and build rapport with each, strong presentation skills
• An analytical / business background, experience in private markets preferred
• Hands on Experience with proof-of-concept development using modern technologies
• Self-motivated, persistent, strong work ethic, coachable and able to take training/feedback with a positive approach
• Strong Investment Management, Corporate Finance or Accounting knowledge
• Bonus: Experience utilizing Business Intelligence platforms to build dashboards or specific technical skills (e.g., Java, JavaScript, AWS, Perl/Python, SQL, Tableau, PowerBI etc.)

Education & Preferred Qualifications

• Bachelor’s degree / Master’s degree (preference in Accounting/Finance)
• 3+ years of experience as a solutions engineer or consultant to private market investors or Fortune 500
• Optional: Studying for CFA/CAIA Certifications

Additional requirements

• Ability to travel as required for customer engagements (~30%-50%), including internationally

About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at State Street.com/careers

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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