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About the Role
The Account Technology Strategist (ATS) team acts as a strategic technology partner for customers, connecting Arctera's capabilities to business outcomes and guiding them through adoption, value realization, and growth. Arctera helps organizations protect, govern, and derive intelligence from their data by enabling compliance, reducing risk, supporting investigations, and maintaining business resilience.
Responsibilities
- Support Net New customer acquisition across the Americas and International markets, partnering with Sales and Solutions Architects.
- Bring Compliance, FinTech, and RegTech domain expertise to customer conversations, connecting regulatory and business challenges to technology solutions.
- Conduct discovery with Compliance, Legal, Risk, Surveillance, Information Governance, and Technology stakeholders to understand business requirements and desired outcomes.
- Translate customer requirements into compelling Arctera use cases and solution narratives.
- Deliver tailored product demonstrations addressing specific customer workflows and business outcomes.
- Design, configure, and execute trials and Proofs of Concept (POCs) with defined objectives and success criteria.
- Serve as a subject-matter expert for communications compliance and surveillance, archiving, eDiscovery, investigations, information governance, and related compliance workflows.
- Partner with Solutions Architects on complex opportunities, providing domain and product expertise.
- Identify and address product, workflow, compliance, and technical objections.
- Support competitive opportunities by articulating Arctera's capabilities and differentiation.
- Support RFP/RFI responses, particularly for questions involving product capabilities and compliance use cases.
- Engage with prospects ranging from practitioners to senior stakeholders.
- Support partner-led Net New opportunities by providing solution expertise and enablement.
- Maintain strong knowledge of evolving financial-services regulations, compliance practices, FinTech/RegTech trends, and emerging technologies, including AI.
- Maintain deep knowledge of the Arctera portfolio and continuously develop expertise in new capabilities.
- Capture competitive intelligence and field feedback, providing input to Product Management and Engineering.
- Develop reusable demo scenarios, industry use cases, POC frameworks, and technical content.
- Collaborate across Sales, Solutions Architecture, Product, Engineering, Marketing, and Partners to improve opportunity win rates.
- Contribute directly to Net New ARR growth by increasing engagement quality and accelerating opportunity progression.
Requirements
- 8+ years of experience in enterprise SaaS, FinTech, RegTech, compliance technology, financial services technology, Sales Engineering, Solutions Consulting, or a comparable customer-facing technical role.
- Demonstrated experience in Compliance, FinTech, and/or RegTech with a strong understanding of regulatory and technology challenges in financial institutions.
- Practical knowledge of regulatory compliance, communications compliance/surveillance, information governance, eDiscovery, archiving, investigations, or data governance.
- Strong understanding of financial-services compliance use cases, including electronic communications capture, retention, supervision, surveillance, discovery, and investigation.
- Experience engaging with stakeholders across Compliance, Legal, Risk, Information Governance, IT, Security, and business functions.
- Proven pre-sales experience supporting net-new customer acquisition, including technical discovery, solution demonstrations, workshops, trials, POCs, technical evaluations, and RFP/RFI responses.
- Ability to understand a prospect’s regulatory and business challenges and translate them into compelling business and technical use cases.
- Strong understanding of SaaS and cloud technologies, enterprise integrations, APIs, data sources, identity/security concepts, and modern enterprise architectures.
- Experience demonstrating and positioning technology solutions in competitive sales situations.
- Strong presentation and storytelling skills, with the ability to communicate effectively with technical audiences and senior stakeholders.
- Ability to partner effectively with Account Executives, Solutions Architects, and Partners.
- Experience supporting geographically distributed sales organizations and customers across the Americas and International markets is highly desirable.
- Strong understanding of emerging technologies, particularly AI and its application to compliance, surveillance, investigations, and risk management, is desirable.
- Ability to manage multiple concurrent opportunities and operate effectively in a fast-paced, growth-oriented pre-sales environment.
Skills
- Compliance
- FinTech
- RegTech
- SaaS
- Cloud technologies
- Enterprise integrations
- APIs
- Data sources
- Identity/security concepts
- AI
- Communications compliance
- Surveillance
- Archiving
- eDiscovery
- Investigations
- Information governance
- Data governance
- Sales Engineering
- Solutions Consulting
- Presentation skills
- Storytelling skills
Location
- Americas
- International
Work Type
- Full-time
Experience Level
- 8+ years
Salary/Compensations
- California generally ranges: $145,921-$218,881
- All other locations fall under our General State range: $128,001-$192,001
Benefits
- Healthcare
- Life insurance
- Disability benefits
- 401(k) plan and company match
About the Company
- Cloud Software Group is one of the world’s largest cloud solution providers, serving more than 100 million users around the globe.
- Members of our team will tell you that we value passion for technology and the courage to take risks.
- Everyone is empowered to learn, dream, and build the future of work.
- We are on the brink of another Cambrian leap -- a moment of immense evolution and growth.
Equal Opportunity
- Cloud Software Group is firmly committed to Equal Employment Opportunity (EEO) and to compliance with all federal, state and local laws that prohibit employment discrimination.
- All qualified applicants will receive consideration for employment without regard to age, race, color, creed, sex or gender, sexual orientation, gender identity, gender expression, ethnicity, national origin, ancestry, citizenship, religion, genetic carrier status, disability, pregnancy, childbirth or related medical conditions (including lactation status), marital status, military service, protected veteran status, political activity or affiliation, taking or requesting statutorily protected leave and other protected classifications.
- Cloud Software Group will consider qualified applicants with a criminal history and conduct the recruiting process in accordance with the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers and San Diego Fair Chance Ordinance.
- If you need a reasonable accommodation due to a disability during any part of the application process, please contact us via the Bridge portal for assistance.