Enterprise Solutions Engineer
New
W
WealthboxWealthTech CRM
Location: United States; Workplace: RemoteFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 4–5+ years in solutions / sales engineering or technical pre-sales
- Required Skills
- Stakeholder managementSaaS
Requirements
- Bring 4–5+ years in solutions engineering, sales engineering, or technical pre-sales.
- Have experience running large, competitive evaluations independently.
- Have SaaS experience, preferably.
- Demonstrate strong technical and business-impact discovery skills.
- Translate discovery findings into clear business value.
- Map firm requirements to appropriate capabilities and articulate ROI against alternatives.
- Demonstrate strong presentation, storytelling, and stakeholder-management skills with technical and executive audiences.
- Use Claude fluently to accelerate research, discovery preparation, and solution design.
- Experience with WealthTech or financial advisor software is a plus.
Responsibilities
- Partner with Account Executives to lead technical discovery and design solutions for firms’ business problems.
- Own the technical win on enterprise evaluations, including reverse demos, solution architecture, RFP/RFI responses, and integration deep dives.
- Deliver tailored, executive-level demonstrations for firms’ specific use cases.
- Advise buying committees throughout the sales cycle.
- Surface product growth opportunities and new use cases from the field.
- Partner with Product, Onboarding, and Marketing to relay field insights and coordinate handoffs into onboarding.
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