Serve as a technical domain expert throughout the sales process for Canoe’s financial software. Support discovery, presentations, RFPs, proofs of concept, solution design, demos, data loading, and client workflow analysis. Collaborate with Sales, Client Success, Product, Finance, Legal, and implementation teams; maintain demo environments and documentation; advise on product capabilities, roadmaps, technical requirements, statements of work, and implementation approaches.

Drive new business within Wealth Management by prospecting single- and multi-family offices, building a sales pipeline, delivering presentations and demos, negotiating contracts, collaborating with internal teams for onboarding, and providing forecasts while tracking industry trends.