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Sr. Sales Engineer

Blumberg Portfolio

New York, NY · Remote · Senior

$146,000 – $182,000

Listed on Blumberg Portfolio’s own careers site. You apply with them directly — we never stand between you and the employer.

What this role is

A senior sales engineer role at an enterprise financial software company, combining technical product expertise with direct client engagement to support the sales team through demonstrations, customization, and strategic consultation with investment professionals.

Our summary, not Blumberg Portfolio’s wording. The full posting is on their site.

Skills this role names

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What they ask for

Required

  • 7+ years in financial services, FinTech, sales engineering, solutions architecture, or financial platforms
  • Experience in similar roles at SaaS companies (deployment, product, engineering, client success)
  • Bachelor's degree
  • Deep understanding of investment management
  • Knowledge of modern software architecture and database concepts
  • Effective oral and written communication across organizational levels
  • Highly organized with ability to manage multiple concurrent prospects
  • Proven ability to lead complex projects and manage sophisticated relationships
  • Ability to travel 20%+ on short notice
  • Legal authorization to work in the United States without visa sponsorship

Nice to have

  • Familiarity with Data Lakehouse concepts
  • Familiarity with API concepts

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