Job Description

Bring your expertise, drive, and client-focused mindset to Linedata!

Are you passionate about financial technology and solving complex challenges for clients? Linedata is looking for a Sales Engineer to join our growing team in Boston. This is your opportunity to be a key player in our sales process, delivering impactful demos and tailored solutions that help financial institutions optimize their workflows.

As a Sales Engineer, you’ll collaborate with prospects, clients, and internal teams to showcase our innovative solutions—including order management, compliance, NAV oversight, and seamless integrations —while building lasting relationships and driving business growth.

Hybrid Flexibility: Work in our Boston office two days a week while enjoying the flexibility of remote work.

Growth-Oriented Culture: Be part of a dynamic, agile team where innovation and collaboration are valued.

What You’ll Do:

• Engage with Clients – Understand their needs, challenges, and business objectives to craft tailored solutions.
• Deliver Impactful Product Demos – Showcase Linedata’s solutions in a compelling way, highlighting key features and integrations.
• Support the Sales Process – Partner with Sales Executives and Account Managers to answer client questions and drive conversions.
• Be a Subject Matter Expert – Develop a deep understanding of Linedata’s Asset Management platform to provide strategic recommendations.
• Present to Senior Stakeholders – Communicate value propositions to everyone from end-users to C-level executives.
• Collaborate Across Teams – Work closely with Sales, Marketing, Product Management, and Engineering to continuously improve our offerings.
• Contribute to Thought Leadership – Lead webinars, create content, and share insights to educate industry partners.

What You’ll Bring:

• 5+ years in financial services, fintech, or SaaS – Experience in sales engineering, product demonstrations, or similar client-facing roles.
• Strong industry knowledge – Familiarity with asset management, trading, or portfolio management solutions.
• Excellent communication skills – Ability to explain complex solutions in a clear, compelling way.
• Tech-Savvy & Solution-Oriented – Comfortable working with financial software, integrations, and data workflows.
• Willingness to travel (up to 25%) – Occasional client visits and industry events.
• Bachelor’s degree or equivalent experience in Business, Finance, Accounting, or a related field.

Why Linedata?

• Impact & Innovation – Work with cutting-edge financial solutions that help businesses thrive.
• Career Growth – We support your professional development and provide clear paths for advancement.
• Great Benefits – 100% paid medical & dental premiums, 401k with matching, paid parental leave, PTO, and more.
• Recognition Programs – We celebrate and reward your contributions.

Ready to make an impact? Let’s connect and explore how you can grow with Linedata.

Commitment to Diversity

We recognize, celebrate, and seek to increase diversity across our organization. Diversity is an asset to organizations and is linked to better performance. It is an integral part of how we do business and imperative to our success. As an international Group, we also believe that our people need to reflect our clients and local communitities.

Linedata is an Equal Opportunity Employer. We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation based on an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information, marital status, sex, gender, age, sexual orientation, veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws.

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