Octus · 1 day ago
Sales Engineer
New York, New York, United States
Full-time
Onsite
Mid Level
$90K/yr - $110K/yr
3+ years expOctus is a leading global provider of credit intelligence, data, and analytics. The Sales Engineer role involves providing technical expertise to support revenue generation by designing and implementing data integration solutions for clients, while collaborating with commercial stakeholders to achieve business objectives.
CreditFinancial ServicesSoftware
Responsibilities
Revenue-Focused Consultation: Work directly with clients and sales teams to provide technical expertise on pre-sales calls, helping to scope solutions that meet client business objectives and drive deal closure. Identify missing features that block deals and document the feedback for product consideration
Client Communication: Coordinate communication to clients about important changes, new features, and technical updates. Ensure clients understand impact and implementation requirements. Re-engage commercial or client stakeholders on lost commercial opportunities when feature gaps are closed
Solution Building & Maintenance: Design and maintain client-specific integration solutions that meet key client business objectives, ensuring they meet client specifications and integrate seamlessly with their systems
Technical Implementation & Delivery: Manage technical projects from beginning to end, ensuring successful solution integration and a high level of client satisfaction. Provide hands-on support during client onboarding and trials. Guide clients through technical challenges and troubleshoot problems. Serve as the primary technical resource for integration implementation, from hands-on work with APIs and Snowflake share to managing project timelines and stakeholders
Knowledge Contribution: Document solutions, best practices, and collateral to contribute to scaling knowledge across the commercial organization, making them more effective at driving revenue. Document feedback on feature gaps that impede revenue conversion
Usage Monitoring: Monitor integration usage logs for potential misuse and red flags that clients stopped using our solutions
Upsell & Cross-Sell Identification: Proactively identify opportunities for upsell and cross-sell by understanding client usage and business objectives during implementation and ongoing engagements. Scale strategy to other commercial stakeholders
Cross-Functional Team Collaboration: Maintain close collaboration with Product Strategy and Tech teams to communicate client feedback and feature requests, flag potential integration impacts from upcoming changes, and stay current on new features and product roadmap to inform clients
User Acceptance Testing (UAT): Support Tech during UAT for new features and product changes to validate functionality and identify integration issues before client rollout
Data Quality & Issue Resolution: Identify integration data issues and coordinate with other teams to ensure timely resolution on their end. Track issues to closure
Qualification
Required
3+ years of experience as a client-facing sales engineer, implementation manager, or similar experience, with a direct track record of supporting business and commercial outcomes
Strong knowledge of data architecture and API-based services
Familiarity with credit instruments credit market dynamics. Understanding of credit and investment banking workflows and credit analysis processes
Excellent project and stakeholder management skills. Ability to analyze client systems and business objectives in order to design and implement data solutions
Experience supporting sales teams and working in a pre-sales capacity to drive revenue
Technical proficiency: Advanced Excel skills including complex formulas, pivot tables, macros, and data analysis
Experience with REST APIs and understanding of API integration patterns
Preferred
Microsoft automation tools: Power Query, Power Automate, Power BI or similar tools for workflow automation and data visualization
Programming languages: Python, SQL, or similar for data manipulation and automation
Experience with Snowflake, Databricks, cloud data platforms (AWS, Azure, GCP), or financial data vendors (Bloomberg, FactSet, Refinitiv)
Benefits
Competitive health benefits
Matched 401k and pension plans
PTO
Generous parental leave
Gym subsidies
Educational reimbursements for career development
Recognition programs
Pet-friendly offices (US only)
Company
Octus
Octus is a credit intelligence company that specializes in debt advisory, banking and finance, and credit trading solutions.
501-1000 employees
H1B Sponsorship
Octus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
Funding
Current Stage
Late StageTotal Funding
$1.25MKey Investors
Susquehanna Growth Equity
2022-08-01Acquired
2016-08-01Series Unknown
2014-03-05Seed· $1.25M
Leadership Team
Kent Collier
Founder & CEO
Vishal Saxena
Chief Technology Officer
Recent News
The Motley Fool
2025-10-03
The Motley Fool
2025-09-29
Company data provided by crunchbase