Remote Enterprise Solutions Engineer – SaaS, AI‑Powered CRM

Wealthbox; États-Unis; À distance; USD 140 000 - 190 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Comprehensive health plan

401k plan

Paid time off

Résumé du poste

Wealthbox is seeking an Enterprise Solutions Engineer to be the technical partner on large enterprise evaluations, coordinating with execs and stakeholders to demonstrate how Wealthbox solves real business problems. You’ll influence sales strategy and guide deal progression while shaping a growing SE function.

You’ll work across Product, Onboarding, and Marketing to surface opportunities, craft tailored demos, and serve as a trusted technical advisor through complex buying committees.

Qualifications

• 4–5+ years in solutions/sales engineering or technical pre-sales.
• Experience running large, competitive evaluations independently.
• Ability to translate technical findings into clear business value.
• Experience with WealthTech or financial advisor software is a plus.
• Excellent demo, storytelling, and stakeholder-management skills.

Responsabilités

• Lead technical discovery with Account Executives and map to business problems.
• Own the technical win on enterprise evaluations: reverse demos, architecture, RFP/RFI.
• Deliver executive-level demos showing Wealthbox value.
• Advise buying committees throughout the sales cycle.
• Surface growth opportunities and new use cases with Product.
• Collaborate cross-functionally with Product, Onboarding, Marketing for handoffs.

Connaissances

Solutions engineering

Discovery & ROI mapping

ROI articulation

Outils

Claude

Description du poste

Wealthbox is seeking an Enterprise Solutions Engineer to be the technical partner on large enterprise evaluations, coordinating with execs and stakeholders to demonstrate how Wealthbox solves real business problems. You’ll influence sales strategy and guide deal progression while shaping a growing SE function.

You’ll work across Product, Onboarding, and Marketing to surface opportunities, craft tailored demos, and serve as a trusted technical advisor through complex buying committees.