About the role
1. Solution Design & Problem Solving
- Design, configure, and customize solutions from the company's existing suite of web-based tools to address client requirements within the private credit market.
- Analyze client business challenges and recommend appropriate product configurations and workflows.
- Configure and maintain technical environments for product demonstrations, client trials, and Proof of Concepts (PoCs).
- Ensure solutions are effectively tailored to client objectives and demonstrate the product's capabilities in real-world use cases.
- Leverage strong SQL skills to query data, generate reports, and develop customized solutions based on client requirements.
- Utilize basic JavaScript knowledge for product customizations, integrations, and enhancements where required.
- Partner closely with Sales, Product, and Engineering teams to ensure seamless communication and successful delivery of client-specific solutions.
- Provide technical input and feedback to support product improvements and client engagements.
- Support sales and pre-sales activities by providing technical expertise during demonstrations, evaluations, and PoCs.
- Understand client requirements and ensure technical configurations align with their business objectives and operational needs.
- Apply a strong understanding of private credit markets and asset classes, including:
- Asset-Based Lending (ABL)
- Commercial Real Estate (CRE)
- Private Lending (PL)
- Non-Performing Loans (NPL)
- Collateralized Loan Obligations (CLO)
- Middle Market Lending (MM)
- Asset-Based Lending (ABL)
- Configure solutions that are relevant to each client's investment strategy and business context.
- Contribute to pre-sales initiatives by designing, configuring, and presenting tailored product demonstrations and PoCs.
- Help prospective clients understand how the platform can address their specific business challenges and requirements.
- Experience in pre-sales consulting, solution engineering, sales engineering, or client-facing technical roles.
- Strong SQL proficiency with the ability to analyze and manipulate data.
- Basic JavaScript knowledge for customizations and integrations.
- Familiarity with private credit, alternative investments, lending platforms, or capital markets is highly desirable.
RequirementsKey Requirements
Experience
- 2 to 4 years of experience in a similar role within the Finance, Technology, or Consulting sectors.
- Prior experience in Solution Consulting, Pre-Sales, Business Analysis, or Client-Facing Technical roles is preferred.
- Strong command of SQL for data querying, analysis, and manipulation.
- Basic knowledge of JavaScript for customization and integrations is an added advantage.
- Ability to work with web-based applications, databases, and technical configurations.
- Solid understanding of the Private Credit market and associated asset classes, including:
- Asset-Based Lending (ABL)
- Commercial Real Estate (CRE)
- Private Lending (PL)
- Non-Performing Loans (NPL)
- Collateralized Loan Obligations (CLO)
- Middle Market Lending (MM)
- Asset-Based Lending (ABL)
- Excellent verbal and written communication skills.
- Ability to explain complex technical and financial concepts to clients in a clear, concise, and effective manner.
- Strong presentation and stakeholder management skills.
- Strong analytical and critical-thinking abilities.
- Ability to design and propose effective solutions that address client requirements in a timely manner.
- Capable of troubleshooting issues and identifying optimal solutions.
- Experience working with cross-functional teams, including Sales, Product, and Engineering, to deliver successful client solutions.
- Ability to manage multiple stakeholders and work effectively in a collaborative environment.
- Bachelor's degree in Computer Science, Information Technology, Engineering, Finance, or a related field.
- MBA in Finance or an equivalent postgraduate qualification is preferred.
- Prior experience as a Consultant, Business Analyst, Solution Engineer, Pre-Sales Consultant, or Implementation Specialist is highly desirable.
- Client-focused mindset with strong relationship-building skills.
- Self-motivated, proactive, and adaptable in a fast-paced environment.
- Keen interest in Financial Technology (FinTech), Private Credit, and Enterprise Software Solutions.