About this role
CENTRL is a super-fast growing Silicon Valley technology AI company for Automating Diligence & DDQ/RFP Response for Investment Managers, Banks, and Corporates with offices in the SF Bay Area, NY, Australia and India. CENTRL’s clients include leading companies around the world including several Fortune 500 firms. CENTRL is led by a highly experienced management team with a proven track record and is backed by some of the leading investors such as Providence Strategy Growth and Susquehanna Growth Equity
We are seeking a Sales Engineer to partner closely with our Sales and Product teams to support enterprise prospects . This role will be instrumental in demonstrating the value of our end-to-end platform, supporting technical discovery, and enabling successful pilots and proof-of-concepts (POCs).
Key Responsibilities
-
Partner with Sales to support the full pre-sales lifecycle, including discovery, demos, and technical validation
-
Configure, model and lead tailored product demonstrations, aligning solutions to client workflows and requirements
-
Design and execute pilots and POCs, including configuration, data setup, and success criteria definition
-
Conduct client trainings and workshops during evaluations and early implementations
-
Translate customer requirements into solution designs, configurations, and integrations
-
Act as the technical liaison between Sales, Product, and Engineering to address client questions and feedback
-
Support RFPs/RFIs with product, technical, and security-related inputs
Qualifications
Bachelor’s degree in Computer Science, Engineering, Information Systems, or a related technical field
-
3–7+ years of experience in Sales Engineering, Solutions Consulting, or Pre-Sales for B2B SaaS
-
Experience working with enterprise clients in financial services, asset management, banking, or risk/compliance platforms preferred
-
Strong ability to explain complex technical concepts to non-technical stakeholders
-
Hands-on experience configuring SaaS platforms, workflows, data models, or integrations
-
Excellent presentation, communication, and stakeholder management skills
Nice to Have
-
Familiarity with due diligence, risk, compliance, or investment research workflows
Other facts
About CENTRL
CENTRL is a leading AI powered third party risk and diligence platform for financial institutions worldwide. Our solutions deliver significant efficiency improvements and enhanced risk oversight to diligence teams across banking, investment management and other verticals. The CENTRL platform offers the most advanced and comprehensive features including deep workflow automation, analytics, reporting, collaboration, and content management. The CENTRL platform is used by some of the largest banks and investment management firms across the Americas, Europe and APAC.
Headquartered in Silicon Valley, CENTRL has regional offices in New York, India Australia, and the United Kingdom. For more information, visit us at central.ai, or setup a demonstration at https://centrl.ai/demo-request/.
What you'll do
- The Sales Engineer will partner with Sales to support the pre-sales lifecycle, including discovery, demos, and technical validation. They will also design and execute pilots and proof-of-concepts, translating customer requirements into solution designs and acting as a technical liaison.
Ready to join CENTRL?
Take the next step in your career journey