As a Solutions Engineer, you will play a central role in helping Performativ win and onboard strategic clients across the asset and wealth management industry. You will partner closely with sales to uncover client needs, design tailored solutions, and demonstrate how our platform drives measurable business value. From first discovery to successful onboarding, you will help clients accelerate time to value through strong industry expertise and a highly consultative approach.
What you’ll do
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Partner with sales on high-value opportunities to understand client goals, challenges, and priorities across asset and wealth management.
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Lead discovery sessions to uncover business pain points related to portfolio analytics, performance measurement, regulatory reporting, and data quality.
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Design and deliver compelling presentations, product demos, and proof-of-concepts tailored to client use cases and decision criteria.
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Act as a trusted advisor during the sales cycle by bringing relevant market knowledge and industry insight to senior stakeholders.
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Translate complex client requirements into solution designs that demonstrate clear ROI and business impact.
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Support new clients during onboarding by helping configure dashboards, reporting structures, analytics, and workflows aligned with their objectives.
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Work closely with product, engineering, and client success teams to ensure a smooth transition from pre-sales to implementation.
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Build strong relationships with customers post-sale to support adoption and identify expansion opportunities.
What we’re looking for
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5-7 years of experience in asset and wealth management, ideally in a solutions engineering, pre-sales, or client-facing product role.
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Deep expertise in financial and portfolio reporting, including performance measurement, risk metrics, and regulatory disclosures.
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Strong commercial mindset with a proven ability to influence buying decisions and contribute to revenue growth.
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Excellent presentation, communication, and storytelling skills, especially when engaging C-level stakeholders.
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Ability to simplify complex technical and financial concepts into clear, value-driven client conversations.
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Experience working with SaaS platforms and API-driven solutions in financial services.
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Consultative approach with the ability to uncover needs, shape solutions, and build trust with clients.
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Comfort working in a fast-paced, high-growth environment with cross-functional collaboration.
What we can offer you
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Trust and responsibility to shape the future of Performativ’s success in the European market from day 1.
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Join a fast-growing fintech scaleup supported by top-tier VCs.
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Work with intelligent, passionate, and driven professionals with experience from leading institutions (such as Goldman Sachs, McKinsey, BCG, Amazon etc).
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Accelerate your career with opportunities for professional development and leadership.
Join a Team of Fintech heroes!
Commercial Solutions Engineer - Asset & Wealth Management in Amsterdam werkgever: Performativ
Als Engagement and Program Manager binnen onze organisatie krijg je de kans om te werken in een dynamische omgeving waar samenwerking en innovatie centraal staan. We bieden uitstekende groeimogelijkheden, een ondersteunende werkcultuur en aantrekkelijke voordelen die bijdragen aan jouw professionele ontwikkeling. Onze locatie biedt unieke voordelen, waaronder een inspirerende werkomgeving en toegang tot een netwerk van toonaangevende professionals in de vermogensbeheer sector.
