Enterprise Solutions Engineer (Fully Remote)

Wealthbox; United States; Remote; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health plan

401k

PTO

Job summary

Wealthbox is seeking an experienced Solutions Engineer to lead technical discovery and design for enterprise evaluations. You will own the technical win through demos, architecture, and RFP/RFI responses while serving as a trusted advisor to buying committees.

The role is fully remote within the United States on a high-impact SE team. You will partner with sales to map customer needs to Wealthbox solutions and drive win rates in SaaS deployments for financial advisor clients.

Qualifications

• 4–5+ years in solutions engineering or technical pre-sales in SaaS.
• Strong discovery, solution mapping, and executive demos.
• Experience with RFP/RFI responses and architecture.

Responsibilities

• Lead technical discovery and solution design for enterprise evaluations.
• Own the technical win: demos, solution architecture, RFP/RFI responses.
• Serve as trusted technical advisor to buying committees.

Skills

Solutions engineering

Discovery

Executive demos

SaaS knowledge

Tools

Claude

RFP/RFI responses

Job description

• Lead technical discovery and solution design for enterprise evaluations.
• Own the technical win: demos, solution architecture, RFP/RFI responses.
• Serve as trusted technical advisor to buying committees.

Who You Are:

• 4-5+ years in solutions engineering or technical pre-sales in SaaS.
• Strong command of discovery, solution mapping, and executive demos.
• Skilled with Claude for research and solution design.

What We Offer:

• Fully remote role on a small, high-impact SE team.
• Competitive salary, health plan, 401k, and PTO.

Wealthbox

Wealthbox is the #1 CRM software platform for financial advisors, trusted by tens of thousands of advisors and enterprise firms as the intelligent hub for their practice. The company is a fast-growing, collaborative team building AI-powered software advisors actually want to use.