Senior Sales Engineer

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

📋 Description

• Spearhead digital transformation projects for clients, serving as a strategic advisor on both technical and business aspects.

• Collaborate with product and sales teams to enhance product innovation, pinpointing market opportunities and developing new solutions that drive revenue.

• Lead and mentor a diverse team, which includes engineers, analysts, and consultants, ensuring the delivery of high-quality, client-centered solutions.

• Work alongside the product team to shape the development roadmap, ensuring the integration of client feedback and market trends into product innovations.

• Drive the discovery phase for clients, utilizing your expertise in financial services technology and digital transformation to create customized solutions.

• Present intricate technical concepts to C-level executives, positioning InvestCloud as the premier solution within the financial services sector.

• Meet and surpass sales targets by managing client relationships and cultivating growth opportunities through consultative selling.

• Offer internal thought leadership by sharing best practices and promoting excellence across teams, fostering a culture of innovation.

⛳️ Requirements

• Over 7 years of experience in technical consulting, with a strong emphasis on financial services and digital transformation.

• Proven expertise in client-facing positions, capable of establishing trust and credibility with senior technical and non-technical stakeholders, particularly C-Suite executives.

• Demonstrated leadership skills in managing and mentoring diverse teams.

• Established experience in collaborating with product and sales organizations to stimulate product development and revenue growth.

• Proficient in PowerPoint, InvestCloud’s PWP, Excel, and other standard industry tools.

• Excellent communication and presentation abilities, with the skill to translate complex technical solutions into tangible business value.

• A college or university degree is required; a Master’s degree is preferred.

• Preferred Skills / Experience:

• A successful history of leading product innovation initiatives within a financial services firm or fintech environment.

• Capability to identify new business opportunities and spearhead initiatives that align product innovation with revenue generation.

• Strong analytical and problem-solving skills, employing a systematic approach to address client challenges.

• Experience working across various disciplines, including product development, finance, and digital advisory.

• Proficiency in consultative sales processes, with a proven track record of driving client acquisition and growth.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Opportunities for professional development and growth.

• Comprehensive health and wellness benefits.

• Flexible working arrangements and a supportive work environment.

• Access to innovative tools and technologies to enhance your work.