Datasite is where deals are made. We provide the data rooms and SaaS technology used in M&A and other high-value transactions, to deliver projects in more than 170 countries. Carrying that success into the future is all about you. Your useful skills, your unusual experience, your unique ideas. Everyone here brings something unexpected. What’s yours? Invest your talents in us, and we’ll return the compliment.
Job Description:
At Blueflame AI for Datasite, you will be part of a dynamic team that is at the forefront of AI technology in the investment management and dealmaking industry. You will have the opportunity to work with cutting-edge products and make a significant impact on our clients’ success. Join us to be part of a company that values innovation, client satisfaction, and continuous improvement.
The Sales Engineer plays a pivotal role at the intersection of our go-to-market and product teams. This person will lead technical demonstrations, configure custom demo environments, and act as a trusted domain expert in financial services, AI, and SaaS. The ideal candidate combines technical aptitude with strong communication skills and a deep understanding of how financial institutions operate.

Responsibilities

• Own and deliver high-impact product demonstrations tailored to investment firms (private equity, credit, real estate, etc.)
• Lead site configuration to align platform setup with customer data, use cases, and investment workflows
• Partner with Account Executives throughout the sales cycle to shape compelling solutions and value stories
• Translate customer needs into actionable feedback for product and engineering teams
• Manage and respond to technical questionnaires, RFIs, and security reviews
• Collaborate with Customer Success to ensure a smooth handoff and deployment experience
• Stay on top of industry trends across fintech, generative AI, and private markets to advise both clients and internal teams

What You Bring

• 3+ years of experience in a sales engineering, solutions consulting, or technical pre-sales role in SaaS, fintech, or enterprise AI
• Deep domain knowledge in financial services, especially private markets (private equity, credit, or real assets)
• Strong understanding of enterprise SaaS architecture, data privacy/security, and cloud platforms
• Experience with AI/ML platforms, NLP, or data-centric products is a major plus
• Exceptional communication and presentation skills — comfortable in front of CIOs, CTOs, and investment professionals
• Self-starter with a high level of ownership, curiosity, and adaptability

As a global organization, Datasite knows that diverse perspectives are essential to our success. We’re committed to maintaining a diverse workforce to serve our customers around the world. Datasite is an equal opportunity employer (EEO) and furthers the principles of EEO through Affirmative Action.

• Own and deliver high-impact product demonstrations tailored to investment firms (private equity, credit, real estate, etc.)
• Lead site configuration to align platform setup with customer data, use cases, and investment workflows
• Partner with Account Executives throughout the sales cycle to shape compelling solutions and value stories
• Translate customer needs into actionable feedback for product and engineering teams
• Manage and respond to technical questionnaires, RFIs, and security reviews
• Collaborate with Customer Success to ensure a smooth handoff and deployment experience
• Stay on top of industry trends across fintech, generative AI, and private markets to advise both clients and internal team