Remote Enterprise Solutions Engineer — AI-Powered CRM
Wealthbox
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Benefits offered by this job
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
Tools
Job description
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.
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