Mid-Market Solutions Engineer
New
W
WealthboxWealthTech CRM
Location: United States; Workplace: RemoteFull-TimeMiddle
Salary not disclosed
Apply NowOpens the employer's application page
Job Details
- Experience
- 2–3+ years in solutions / sales engineering, technical pre-sales, or a comparable customer-facing technical role
- Required Skills
- SaaSCRM
Requirements
- Have 2–3+ years in solutions or sales engineering, technical pre-sales, or a comparable customer-facing technical role.
- Bring SaaS experience, preferably.
- Demonstrate coachability and strong active-listening skills.
- Have foundations in value selling and consultative selling.
- Communicate clearly and confidently, with a growing ability to handle technical objections.
- Be comfortable working at pace across many deals and have a learning mindset.
- Use Claude fluently to work across a high volume of deals, from demo preparation to follow-ups.
- Exposure to CRMs, WealthTech, or FinTech is a plus.
Responsibilities
- Partner with Account Executives to support a high volume of mid-market deals with tailored demos and technical guidance.
- Run technical discovery to understand each advisor’s workflow and map it to Wealthbox’s capabilities.
- Field integration and workflow questions and support trials and proofs of concept.
- Deliver custom demos that lead with value and the impact on a firm’s day-to-day.
- Build a library of repeatable answers and demo approaches that scale across the segment.
- Partner with Product, Onboarding, and Marketing to share advisor feedback and hand deals off smoothly to onboarding.
View Full Description & ApplyYou'll be redirected to the employer's site
