Product Specialist

Sentieo, Dallas, TX


Sentieo is powering the future of financial and corporate research in a $30B market. Our vision is to create a world where competitive organizations have the insights they need to win. Built by former hedge fund analysts, we empower competitive investors and corporations to rapidly discover insights so they can make smarter investments and execute winning strategies. Supporting a global customer base of over 900 clients, we are excited to propel Sentieo into the next phase of our company’s global growth - from advanced, unprecedented product development to accelerated team scaling and expansion. Join our team as we reimagine the future of fintech.


The Product Specialist team at Sentieo drives the technical aspect of the sales cycle. Your team is heavily relied upon to contribute to both growth and retention initiatives by helping maximize prospect and customer health. Your team guides the conversation with potential users by crafting attractive, easily understandable value points from the technical details and tools that make Sentieo unique. Working closely with the Sales team, as well as the Customer Success and Product teams, the Product Specialist team is an integral part to the end result: exponential adoption across asset managers and corporations worldwide.


As a Product Specialist, you marry the technical knowledge of our solution with a deep understanding of the markets to ensure that users are realizing maximum value from the platform.  Your impact gives finance professionals the clearest view into the power of Sentieo’s technical value. You will work across the entire Sentieo universe from potential and current customers to product considerations. With your initiative and contribution to the Product Specialist team, Sentieo will continue to grow as the leading equity research tool for finance professionals.


  • Assist the Sales team across the entire sales cycle focusing on leading larger trials and driving the Sentieo value proposition.
  • Assist the Customer Success team across the life cycle of the Sentieo user on such items as building analytics and excel plug in templates, helping the upsell process, and answering basic questions.
  • Craft content which can be sent to potential customers during the sales cycle.
  • Help Product Managers and the Engineering team develop the product from a combination of your own prior knowledge as well as from direct customer and potential customer feedback.[
  • This is a full-time remote position based out of Dallas, TX.


  • BS/BA or equivalent.
  • 2+ years of financial services experience on the buy side or the sell side.
  • Understanding financial technology platforms, and an intelligent, articulate, consultative and confident client facing demeanor.
  • High degree of motivation with the ability to supply.
  • High-energy and creative individual, possessing natural curiosity with the ability to learn quickly and adapt.
  • Excellent oral, written and presentation abilities.
  • Ability to distill and explain complex issues in simple terms.
  • Able to appropriately communicate at both senior executive and research analyst levels.
  • Effective time management and task prioritization when under pressure.


  • Rewarding environment - Join a collaborative and intelligent team that is committed to achieving our mission.
  • Comprehensive compensation and equity package.
  • Full suite of health benefits coverage for employees and their families (medical, dental, vision).
  • 401(k) Plan, HSA/FSA programs, HealthAdvocate, OneMedical, and commuter benefits program.
  • $250 towards career development opportunities to help you excel in your career path.
  • Unlimited PTO to sustain energy and creativity.
  • Maternity and paternity leave for new parents.
  • Opportunity for career development and vertical movements within the company.

Our company values diversity and believes diverse teams make innovation possible. We work on complex, difficult problems with no linear or clear solutions. We believe that a diverse team can bring different perspectives and approaches, and whose experiences reflect the full set of clients we seek to serve. As such, Sentieo is committed to a diverse representation among our employees.

About Sentieo

We set out to build Sentieo to help you find an edge. As former hedge fund analysts, we are very familiar with the challenge of digging through an inhuman amount of information to find that one key data point that makes or breaks your investment thesis. With new datasets appearing daily, your job as an investor continues to grow more challenging and complex. This is why we built Sentieo. Sentieo is a financial data platform underpinned by the latest search technology. We overlay search, collaboration and automation on key aspects of an analyst's workflow so that you can spend less time searching and more time analyzing. Don’t take our word for it. We would love nothing more than to show you what we have built.


Want to learn more about Sentieo? Visit Sentieo's website.