Senior Enterprise Solutions Engineer – Remote

Wealthbox; West Virginia; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive health plan

401k plan

Paid time off

Job summary

Wealthbox is seeking an Enterprise Solutions Engineer to be the technical partner on large, complex evaluations—where the technical evaluation often decides the outcome. You will work with Account Executives to map business problems to Wealthbox capabilities and drive multi-stakeholder deals, from discovery to win.

We’re looking for someone with real tenure in solutions engineering, capable of value-led consulting, and comfortable shaping an early SE function within a rapidly growing company.

Qualifications

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

Responsibilities

• Lead technical discovery and design solutions that map to a firm’s real business problems and accelerate complex, multi-stakeholder deals.
• Own the technical win on enterprise evaluations: reverse demos, solution architecture, RFP/RFI responses, and integration deep dives.
• Deliver tailored, executive-level demonstrations that show the value of Wealthbox for a firm’s specific use cases.
• Serve as a trusted technical advisor to buying committees throughout the sales cycle.
• Surface product growth opportunities and new use cases from the field, partnering with Product to help shape enterprise strategy.
• Partner cross-functionally with Product, Onboarding, and Marketing to relay field insights and set up clean handoffs into onboarding on complex deals.

Skills

Solutions engineering

Enterprise sales support

Executive storytelling

Claude AI

Job description

Wealthbox is seeking an Enterprise Solutions Engineer to be the technical partner on large, complex evaluations—where the technical evaluation often decides the outcome. You will work with Account Executives to map business problems to Wealthbox capabilities and drive multi-stakeholder deals, from discovery to win.

We’re looking for someone with real tenure in solutions engineering, capable of value-led consulting, and comfortable shaping an early SE function within a rapidly growing company.