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Job description
What we are looking for
As a leader in investment management technology solutions, Charles River continues to expand its offerings. Reporting to the Global Head of Sales, the Global Head of Sales Engineering will oversee a team of approximately 20 Sales Engineers and Solutions Architects. The Global Head of Sales Engineering will act as a player‑coach during the sales process by engaging with clients and prospects on their business requirements and curating meaningful demonstrations with the team.
Why this job is important to us
The team you will be joining is a part of Charles River Development (CRD), that became a part of State Street in 2018. CRD creates enterprise investment management solutions for large institutions in the areas of institutional investment, wealth management, asset owner and alternative managers. We have created the first open front‑to‑back platform – State Street Alpha, that was launched in 2019. Join us if delivering next generation software solutions using emerging technologies sounds like a challenge you are up for.
Global Head of Sales Engineering
As the Global Head of Sales Engineering, the ideal candidate will act as both a solutions specialist and a leader/mentor to both the sales engineers and solutions architects on the team. Understanding the investment management space is critical in this role. Individuals across the sales organization will look to the Global Head of Sales Engineering for guidance and support during the pre‑sales process. This will involve planning and executing complex product demonstrations and proof of concepts by including the most suited members of the team as well as engaging with product management and implementation to align on messaging and orchestrating smooth transitions across the lifecycle of the engagement.
Responsibilities
Lead and develop the sales engineering and solution architect groups through regular coaching, individual touch points, and hands on training
Manage complex resource requirements for new client engagements (ability to balance the appropriate mix of individuals to support the success of the project)
Must be able to act as a presenter for team members. Will require full knowledge of the platform solution and strong communication skills to sophisticated investment managers
Gather client requirements and work with team to develop meaningful sales demonstrations
Act as a platform solutions specialist during the sales process
Interact with clients: presenting new features, gathering feedback
Understand upcoming product release features and be able to demonstrate these updates to the team for consistency
Serve as a bridge to the implementation team by effectively communicating and documenting requirements from the pre‑sales process
Travel requirement: 50%
What you are responsible for
Lead and mentor the Sales Engineering and Solutions Architect team
Working in a dynamic, fast‑paced environment, apply expertise in specific product areas to deliver a high‑quality product
Partner with Sales leaders and teams to support the sales process through understanding of customer requirements, and demonstrating the value of how our platform solves complex use cases
Interact with clients: presenting new features, gathering feedback
Work with the product management team in understanding the market needs and developing targeted workflows for client demonstrations
Create and maintain a library of standardized demos
Review all outbound RFP/RFI responses to insure the best solution is being presented to prospects
What we value
These skills will help you succeed in this role:
Proven ability to manage a large and diverse team of experienced professionals
Proven ability to successfully lead teams and functions with a track record of setting realistic yet challenging goals. Instills a strong sense of purpose while also developing a highly engaged team
Ability to develop and deliver complex commercial software to demanding clients
Strong ability to drive results and execute amid ambiguity. The ability to innovate and problem solve is critical
Communicates, collaborates, and influences effectively with internal groups and external clients
Can articulate the product vision, roadmap, and capabilities in a clear, concise, and compelling way
Engages and energizes the teams across the organization to drive towards successfully meeting client and market needs (product management, engineering, implementation and sales)
Education and Preferred Qualifications
Advanced degree in mathematical finance, engineering, or business preferred
Deep knowledge of financial markets and buyside investment processes
Minimum of 15 years of experience in a similar role within Investment Management (Sales Engineering or similar role)
Minimum of 5 years in a leadership role, preferably in a pre‑sales capacity
Good understanding of financial investment products across asset classes including derivatives. Experience with Charles River IMS or similar investment management platform preferred
Understanding of buy‑side investment management workflows highly desirable
Excellent communication skills (verbal and written), good interpersonal skills, ability to gather and understand requirements in the financial sector
Proven organizational skills with attention to detail
Strong analytical and problem‑solving skills
Flexibility with schedule and ability to work beyond regular business hours
Demonstrated planning and scheduling skills
Ability to work on multiple initiatives simultaneously and deal with the inevitable surprises that are part of a dynamic environment
Salary Range
$170,000 - $267,500 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Benefits
Retirement savings plan (401K) with company match
Insurance coverage including basic life, medical, dental, vision, long‑term disability, and other optional additional coverages
Paid‑time off including vacation, sick leave, short‑term disability, and family care responsibilities
Employee Assistance Program
Incentive compensation including eligibility for annual performance‑based awards (excluding certain sales roles subject to sales incentive plans)
Eligibility for certain tax‑advantaged savings plans
For a full overview, visit
Equal Opportunity Employer
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.
Job Application Disclosure
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
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Worksite address
burlington, MA, 01805, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.