Partner with Account Executives to understand client business needs, technical environments, and investment operations workflows.
Build out client’s complex accounting use cases into the LemonEdge platform for in-depth proof of concepts lasting from an hour to multiple days.
Deliver compelling product demos and presentations to CFOs, COOs, CTOs, and investment teams.
Demonstrate proof-of-concept solutioning and delivery inclusive of system configuration, data migration and report building as required.
Create solution proposals, technical documentation, and ROI cases that articulate business value.
Work closely with Product and Implementation teams to ensure proposed solutions are viable and scalable.
Assist in the production of standardized solutions for different industry vertical problem areas to assist sales team members in scaling demonstrations.
Support marketing initiatives (webinars, events, RFP responses, whitepapers) by providing product and domain expertise.
Engage directly with prospects to win new clients and ensure a smooth transition into implementation.
Hands-on, client-facing, highly consultative role; travel to clients required.
Requirements
5+ years’ experience in Pre-Sales, Solution Consulting, or a client-facing technical role within SaaS, FinTech, or financial software.
Strong understanding of private equity / alternative investment accounting, reporting, or fund administration.
Proven ability to deliver high-impact product demos and workshops to senior stakeholders (CFOs, COOs, CTOs).
Strong technical literacy (APIs, integrations, data flows) and ability to explain complex concepts simply.
Exceptional communication, presentation, and storytelling skills.
Experience with fund accounting platforms (e.g., Investran, eFront, Allvue, or similar) (desirable).
Prior exposure to SaaS scale-ups or high-growth environments (desirable).
RFP/RFI response experience (desirable).
Hands-on experience with SQL, Excel modeling, or BI tools (desirable).
Consultative and solutions-focused mindset; ability to work autonomously as an IC while collaborating with global teams.
Comfortable in a fast-paced, dynamic environment; commercially astute.
Travel will be required to meet with clients.
Benefits
Competitive base salary with bonus
Performance-based bonus / commission linked to sales success
Equity options participation
Health, dental, vision
401(k)
Flexible working environment (remote-first with travel to clients / events)
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