Sales Engineer

Salary Range 

• £145,000 - $150,000 plus bonus of up to 25% 

🚀 Your Role:

We are looking for a customer-focused Sales Engineer to join our growing North American team in New York. This is an exciting opportunity for an ambitious technology professional with experience supporting enterprise software sales within financial services or capital markets environments. 

As a Sales Engineer, you will serve as the technical expert throughout the sales cycle, partnering closely with Account Executives to understand client challenges, demonstrate the value of the Xceptor platform, and deliver compelling solution presentations. You will work directly with prospects across investment banking, asset management, securities services, and other financial institutions to showcase how Xceptor can automate complex data and operational workflows 

🧩 What You’ll Be Doing:

• Lead the technical side of the sales cycle in North America, working closely with Account Managers, New Business Sales, Customer Success Managers, and Partner Executives. 
• Run discovery sessions and whiteboard workshops with operations leaders to uncover business needs and map them to Xceptor’s products. 
• Deliver tailored software demonstrations and Proofs of Value that translate technical capability into clear commercial value. 
• Lead complex Proofs of Value end-to-end, including solution design, configuration, and value/ROI quantification to drive business cases 
• Respond to RFIs and RFPs with high-quality, commercially sharp written content. 
• Partner with the Delivery team on project estimation and planning for new opportunities. 
• Represent Xceptor at industry conferences and events and contribute to thought leadership content alongside Marketing. 
• Feed product intelligence and client feedback back into Product and Engineering and support new product testing and rollout. 
• Contribute to global Sales Engineering enablement and best-practice frameworks. 
• Build strong collaborative relationships with our clients and prospects  

🎯 Who we're looking for:

• 2+ years in a Sales Engineering, Pre-Sales, or Solutions Consulting role at a software vendor, selling into financial institutions – or equivalent experience.  
• Demonstrable depth in one or more of: trade confirmations, reconciliations, corporate actions, client lifecycle / KYC, fund administration, tax operations, or similar middle and back-office workflows.  
• Strong consultative discovery skills – comfortable challenging client assumptions and reframing requirements around business outcomes. 
• Comfortable presenting to and influencing senior stakeholders, including Heads of Operations, COOs, and Technology Directors. 
• Degree in Computer Science, Engineering, Finance, Business, or a related field – or equivalent practical experience desirable.
• Working knowledge of databases and querying (SQL preferred).  
• Experience with low-code / no-code platforms, RPA, or workflow automation tooling. 
• Understanding of cloud deployment models (Azure preferred). 
• Awareness of how AI is being applied to operations workflows. 
• Practical experience with a sales qualification methodology (e.g. MEDDIC) and CRM tooling (e.g. Salesforce) is desirable.  

🌍 Diversity & Inclusion at Xceptor

We believe great ideas come from everywhere — and that the best teams are made up of people with different backgrounds, experiences, and perspectives. At Xceptor, we’re committed to building a workplace where everyone feels welcome, valued, and empowered to be themselves.

We know that not everyone ticks every single box in a job description — and that’s okay. If you’re excited about this role and think you could make a difference, we’d love to hear from you. Your unique skills and experiences might be just what we need, even if you don’t meet every requirement.

We celebrate diversity and are dedicated to creating an inclusive environment for all employees — regardless of race, gender identity, sexual orientation, age, disability, religion, or background.

🌗 Hybrid at Xceptor