Sales Engineer

Deliver bilingual product demos, webinars, and training sessions, acting as a subject matter expert to support client adoption. Act as a technical liaison between sales and clients, translating business needs into customized technical solutions. Partner with engineering, product, and support teams to resolve complex technical issues and support seamless implementation. Conduct QA testing in the development environment, logging and tracking bugs, and coordinating with developers to prioritize fixes. Guide customers through onboarding and system migration from our legacy platform to Prividox, ensuring a smooth and efficient transition. Provide ongoing post-implementation support to drive client satisfaction, retention, and product optimization.

Served as the primary contact for technical support requests and client interactions, ensuring prompt and effective resolutions. Documented support processes and created knowledge base articles. Ensured customer satisfaction by providing clear communication, follow-ups, and resolution tracking. Guided users through step-by-step solutions and escalated complex issues to higher-level support or engineering teams. Collaborated with product, QA, and development teams to report bugs, test patches, and validate technical fixes. Generated full data archives for clients to meet Government of Canada (GoC) regulatory compliance requirements.

Reviewed and processed investment applications, ensuring SLA compliance and accuracy in WealthServ. Coordinated with advisors for missing information, submitted wire order confirmations, and managed transfers. Executed trades, maintained up-to-date records, and responded to client inquiries.

GPA: 3.21/4.0

GPA: 3.79/4.0; Magna Cum Laude; Dean’s List