09/19/2026 updated
100 % available
Product Engineer (Pre Sales) | Financial Technology & Cloud Solutions Specialist
Bhopal, India
Only remote
Masters of Computer Applications (ongoing), Sri Satya Sai University of Technology and ManagementApplication Programming Interfaces (APIs)Data AnalysisSoftware as a ServiceFinance SoftwaresFinancial EngineeringFinancial SoftwarePython (Programming Language)Salesforce Marketing CloudSolution SellingSQL DatabasesCloud Platform SystemSalesforce Sales CloudSalesforce Commerce CloudSalesforce Object Query Language (SOQL)Fintech
Salesforce & CRM Configuration
Expertise in technical configuration of Salesforce, Netsuite, MS Dynamics, and other CRM/ERP tools. Proficiency in SOQL, JSON, Apex code, Vlocity, REST/SOAP API, SSO, OAuth, and ETL tools for data migration and integration projects.
Pre-Sales Engineering & Technical Demonstrations
Extensive experience in conducting technical product demonstrations, preparing RFP/RFI responses, translating complex client requirements into tailored solutions, and leading proof-of-concept executions for enterprise clients.
Data Analytics & Business Intelligence
Proficiency in analytical visualization tools including Power BI, Eikon, Snowflake, Azure, SQL, and Tableau. Experience with SQL Views, Stored Procedures, Snowflake data models, data mining, and data analysis using Python, R, and CURL.
Cloud Solutions & AWS
Knowledge of cloud infrastructure including AWS database and file systems, Snowflake cloud, Azure, and cloud consulting and solutions design. Experience with cloud server migration and SaaS management platforms.
API & Integration Testing
Hands-on experience with API testing using Postman, SoapUI, and RESTASSURED. Proficiency in integrating 500+ SaaS apps via APIs, webhooks, and SSO protocols like SAML and OAuth 2.0.
Financial Analysis & Valuation
Background in financial ratio analysis, valuation techniques such as PE ratio, Dividend Discount method, and Liquidation Value method. Experience in modeling, forecasting, and financial budgeting for investment decisions.
Software Testing & Agile (JIRA)
Certified in software testing with JIRA and Agile methodologies. Experience in creating JIRA tickets to report bugs, managing POC use-cases, and supporting UAT and performance optimization.
Python & Data Science
Completion of a Data Science Bootcamp and Python for Financial Analysis and Algorithmic Trading. Application of Python for data analytics, business intelligence, and quantitative analysis projects.
Blockchain & Emerging Technologies
Training in Blockchain development, AI-Python 3.0, MS SQL, and Introduction to Cryptocurrency. Awareness of emerging technology trends relevant to financial technology and cloud solutions.
Expertise in technical configuration of Salesforce, Netsuite, MS Dynamics, and other CRM/ERP tools. Proficiency in SOQL, JSON, Apex code, Vlocity, REST/SOAP API, SSO, OAuth, and ETL tools for data migration and integration projects.
Pre-Sales Engineering & Technical Demonstrations
Extensive experience in conducting technical product demonstrations, preparing RFP/RFI responses, translating complex client requirements into tailored solutions, and leading proof-of-concept executions for enterprise clients.
Data Analytics & Business Intelligence
Proficiency in analytical visualization tools including Power BI, Eikon, Snowflake, Azure, SQL, and Tableau. Experience with SQL Views, Stored Procedures, Snowflake data models, data mining, and data analysis using Python, R, and CURL.
Cloud Solutions & AWS
Knowledge of cloud infrastructure including AWS database and file systems, Snowflake cloud, Azure, and cloud consulting and solutions design. Experience with cloud server migration and SaaS management platforms.
API & Integration Testing
Hands-on experience with API testing using Postman, SoapUI, and RESTASSURED. Proficiency in integrating 500+ SaaS apps via APIs, webhooks, and SSO protocols like SAML and OAuth 2.0.
Financial Analysis & Valuation
Background in financial ratio analysis, valuation techniques such as PE ratio, Dividend Discount method, and Liquidation Value method. Experience in modeling, forecasting, and financial budgeting for investment decisions.
Software Testing & Agile (JIRA)
Certified in software testing with JIRA and Agile methodologies. Experience in creating JIRA tickets to report bugs, managing POC use-cases, and supporting UAT and performance optimization.
Python & Data Science
Completion of a Data Science Bootcamp and Python for Financial Analysis and Algorithmic Trading. Application of Python for data analytics, business intelligence, and quantitative analysis projects.
Blockchain & Emerging Technologies
Training in Blockchain development, AI-Python 3.0, MS SQL, and Introduction to Cryptocurrency. Awareness of emerging technology trends relevant to financial technology and cloud solutions.
Experience
Professional experience5 - 10 years
Freelancer since2026
Languages
EnglishFluent
Project history
Driving end-to-end technical sales for CloudEagle's AI-powered SaaS management platform. Conducting deep-dive product demos including contract intelligence, spend optimization, and autonomous procurement workflows. Leading RFP/RFI responses and technical evaluations, partnering with Engineering to scope custom integrations with 500+ SaaS apps via APIs, webhooks, and SSO protocols. Executing technical proof of concepts for enterprise clients, owning technical discovery and objection handling across security, compliance, and data architecture reviews including SOC 2, GDPR, and cloud infrastructure. Enabling post-sales success through onboarding support and solution design documentation for 10+ enterprise deals. Performing competitive analysis against tools like Zylo, Productiv, and Torii.
Performed technical demonstrations and translated complicated technical requirements of clients for Cloud Workflow product to clear business solutions. Prepared RFP/RFI with sales team. Done technical configuration of Salesforce, Netsuite, AWS, Snowflake, Oracle, SQL databases, e-commerce, MS Dynamics connector in client instances. Implemented 35+ quickstart projects, process flow analysis, data models, continuous bug fixing, data migration using data loader, changeset and metadata API. Performed webinars for partners and leads, gave product training, made functional design models, template building for open API connectors. Developed POC, PDL for new clients and done customizations, data mapping, data cleansing using SOQL, JSON, Apex code, Vlocity, REST/SOAP API, SSO, OAuth, ETL tools, Visio, Agile, JIRA. Coordinated with Product management team for adding new features and fixing bugs. Helped achieve 5 star ratings from 4 clients in Gartner and Salesforce Appexchange.
Handled client queries on various product domains such as technical, compliance, content, and complex query writing issues for quantitative analytics products to clients like S&P, Barclays, Blackrock Inc., University of Pennsylvania, and many investment banks and financial institutions. Performed pre-sales and business analysis activities, gave product demonstrations and assisted clients in cloud server migration. Coordinated in ESG, Worldscope points in time in-depth insights projects and led as project pilot in content training for new hires. Participated in technical R&D projects like NLP. Worked on SQL Views, Stored Procedures, Snowflake data models, data mining and data analysis. Worked on analytical and supporting tools like Power BI, EIKON, Tableau, Datastream for MS Office; used analytical languages like Python, CURL, R.