Mid-Market Solutions Engineer (Fully Remote)

Wealthbox; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

Wealthbox, the #1 CRM platform for financial advisors, is seeking a Sales Engineer to join our fast-growing team. You will partner with AEs to deliver compelling product demos and provide technical guidance to customers in a fully remote setup during weekday business hours.

The role evolves in an early-stage SE function with growth impact, requiring 2-3+ years in sales engineering, preferably SaaS. Join a company helping tens of thousands of advisors optimize their workflows with AI-powered

Qualifications

• 2-3+ years in sales engineering, preferably SaaS.
• Fully remote, weekday business hours.
• Partner with AEs on demos and technical guidance.

Responsibilities

• Collaborate with account executives on product demos.
• Provide technical guidance to customers during the sales cycle.

Skills

Sales engineering

SaaS experience

Demo delivery

Job description

• Technical partner for advisors in mid-market.
• Early-stage SE function with growth impact.

You’ll:

• Partner with AEs on demos and technical guidance.

You Bring:

• 2-3+ years in sales engineering, preferably SaaS.
• Fully remote, weekday business hours.

Wealthbox

Wealthbox is the #1 CRM software platform for financial advisors, rated #1 by users and in market share. We're a fast-growing team building AI-powered software that tens of thousands of advisors and their teams rely on every day.