Demo Architect - Small Business, Commercial lending
Cync Software
About the role
About
As a Demo Architect at Cync, you will own the vision, strategy, and execution of our demo and sandbox platforms—mission-critical environments that showcase the power of Cync’s end-to-end lending solutions. Your work will directly empower our go-to-market teams to deliver compelling, narrative-driven product experiences that resonate with financial institutions across commercial, CRE, SBA, syndication, construction, and consumer lending.
This is a product-centric, technical role within the Solutions team, ideal for someone who thrives at the intersection of product, engineering, sales, and customer success. You’ll partner cross-functionally with Sales, Product Marketing, Engineering, and Enablement to ensure Cync demos are not only technically robust and up to date, but strategically aligned with real‑world customer workflows, loan structures, and credit analysis processes.
You’ll be the single‑threaded owner of the demo environment—managing the roadmap, building tooling (e.g., Retool apps and APIs), and delivering reliable, tailored demos that support a wide range of use cases including LOS, loan servicing, financial spreading, credit memo generation, and Agentic AI‑driven workflows.
Responsibilities
- Own the end-to-end strategy, roadmap, and execution of Cync’s demo and sandbox environments, focusing on performance, scalability, and real‑world narrative use cases.
- Manage and triage demo environment requests and updates across lending modules (e.g., CRE, SBA, Construction, Consumer), ensuring feature readiness for both standard and complex workflows.
- Partner with Engineering to enhance demo infrastructure, integrate APIs, maintain internal tools (e.g., Retool), and drive technical updates from planning through QA.
- Collaborate with Product Marketing and Enablement to build compelling demo storylines, curate fixture data (e.g., rent rolls, financial spreads), and align product capabilities with sales narratives.
- Develop scalable systems and processes that enable Sales Engineers, AEs, and Solutions Consultants to deliver consistent, high‑quality demos with minimal friction.
- Serve as the go‑to expert for all things demo‑related, bridging communication between Sales, Product, Engineering, and Marketing.
- Maintain demo environment hygiene, documentation, and training materials to support internal enablement and long‑term scalability.
- Continuously gather feedback from field teams and customers to evolve the demo platform in sync with customer needs and product enhancements.
Requirements
- 5+ years of experience in a technical GTM role such as demo engineering, product management, solutions consulting, technical marketing, or product operations—ideally within SaaS or fintech.
- Strong project management skills with a proven track record of managing cross‑functional initiatives from ideation to delivery.
- A product mindset, with the ability to prioritize features, balance trade‑offs, and deliver customer impact through demo storytelling.
- Familiarity with APIs, Retool, internal tooling, and the ability to scope technical requirements and work closely with engineers.
- Excellent user empathy and storytelling instincts—you understand not just how a demo functions, but what it communicates and how it sells.
- Experience crafting fixture datasets, demo scripts, and workflows that align with enterprise sales cycles and complex loan structures.
- Strong written and verbal communication skills, with the ability to align internal stakeholders and document systems clearly.
- Exposure to customer‑facing roles or complex B2B sales cycles, preferably in the financial services or enterprise software domain.
Nice‑to‑Haves
- Experience managing demo engineering or solutions teams.
- Prior work with financial technology platforms, lending software, or commercial banking systems.
- Familiarity with Cync‑like use cases such as loan origination (LOS), servicing, credit memo generation, financial spreading, or Agentic AI‑powered workflows.
This is a high‑impact, high‑visibility individual contributor role with the potential to grow as the demo platform matures.
Requirements
- 5+ years of experience in a technical GTM role such as demo engineering, product management, solutions consulting, technical marketing, or product operations—ideally within SaaS or fintech.
- Strong project management skills with a proven track record of managing cross-functional initiatives from ideation to delivery.
- A product mindset, with the ability to prioritize features, balance trade-offs, and deliver customer impact through demo storytelling.
- Familiarity with APIs, Retool, internal tooling, and the ability to scope technical requirements and work closely with engineers.
- Excellent user empathy and storytelling instincts—you understand not just how a demo functions, but what it communicates and how it sells.
- Experience crafting fixture datasets, demo scripts, and workflows that align with enterprise sales cycles and complex loan structures.
- Strong written and verbal communication skills, with the ability to align internal stakeholders and document systems clearly.
- Exposure to customer-facing roles or complex B2B sales cycles, preferably in the financial services or enterprise software domain.
Responsibilities
- Own the end-to-end strategy, roadmap, and execution of Cync’s demo and sandbox environments, focusing on performance, scalability, and real-world narrative use cases.
- Manage and triage demo environment requests and updates across lending modules (e.g., CRE, SBA, Construction, Consumer), ensuring feature readiness for both standard and complex workflows.
- Partner with Engineering to enhance demo infrastructure, integrate APIs, maintain internal tools (e.g., Retool), and drive technical updates from planning through QA.
- Collaborate with Product Marketing and Enablement to build compelling demo storylines, curate fixture data (e.g., rent rolls, financial spreads), and align product capabilities with sales narratives.
- Develop scalable systems and processes that enable Sales Engineers, AEs, and Solutions Consultants to deliver consistent, high-quality demos with minimal friction.
- Serve as the go-to expert for all things demo-related, bridging communication between Sales, Product, Engineering, and Marketing.
- Maintain demo environment hygiene, documentation, and training materials to support internal enablement and long-term scalability.
- Continuously gather feedback from field teams and customers to evolve the demo platform in sync with customer needs and product enhancements.
Skills
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