Senior Sales Engineer

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as a skilled technical resource for Enterprise and Advisor Sales teams during the technical discovery phase of sales.

• Collaborate with both prospective and current clients to comprehend their business and technical needs, evaluate solution viability, and suggest implementation strategies.

• Assist with client configurations, integrations, and custom development opportunities alongside Product, Development, Program Management, and other cross-functional teams.

• Oversee intricate sales engineering projects while offering technical advice throughout the sales process.

• Engage in technical discovery calls and meetings, assess client requirements, and propose implementation solutions.

• Collect, analyze, interpret, and document both functional and technical requirements.

• Evaluate integration and custom development requests, identifying dependencies, risks, and technical limitations.

• Provide technical transition support, guidance, and knowledge transfer to Program Managers.

• Create Business Requirements Documents and Technical Implementation Summaries; review contract language and Sales proposals concerning software functionality.

• Contribute to technical responses for prospect RFPs and RFIs.

• Disseminate product and technical knowledge, support onboarding, and mentor junior team members.

• Enhance Sales Engineering processes, documentation, and cross-functional handoffs.

• Relay client feedback and opportunities for product enhancements to management and Product stakeholders.

• Maintain up-to-date technical and functional knowledge of eMoney Advisor software, platform capabilities, integrations, and implementation strategies.

• Keep activity records and technical notes in Salesforce opportunities, Confluence, and JIRA.

• May involve up to 25% travel.

⛳️ Requirements

• A Bachelor’s degree in Computer Science or a related discipline, or equivalent experience, is required.

• Over 6 years of experience in Sales Engineering, Solutions Engineering, technical consulting, software implementation, or a similar client-facing technical position.

• More than 3 years of experience in solution discovery, design, and delivery within a software or SaaS environment.

• Experience with agile software development teams is preferred.

• Strong grasp of enterprise software implementation, integrations, technical services, and solutions delivery methodologies.

• Working knowledge of software application development concepts, APIs, and integration methodologies.

• Excellent skills in requirements gathering, analysis, problem-solving, and diagnostics.

• Capability to accurately communicate and document business requirements, technical constraints, assumptions, and proposed solutions.

• Ability to develop practical and scalable solution options utilizing eMoney platform capabilities.

• Proficiency in advancing solution proposals through discovery, initial estimation, and planning phases.

• Strong consultative, interpersonal, organizational, and decision-making abilities.

• Outstanding written, verbal, and presentation communication skills.

• Ability to effectively collaborate across teams and contribute to ongoing process improvement initiatives.

• Familiarity with Microsoft Office, Salesforce, Confluence, and JIRA.

• Detail-oriented.

• Team player.

🏝️ Benefits

• Annual bonus program

• Retirement contributions

• Health insurance

• Sick leave

• Parental leave

• Paid time off