Enterprise Solutions Engineer
Skills
Software As A ServiceAccount ExecutivesCommandCustomer Relationship ManagementPresalesRequest For ProposalSales
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 4–5+ years in solutions or sales engineering or technical pre-sales preferably in SaaS
- Experience running large competitive evaluations independently
- Strong command of technical and business-impact discovery
- Ability to translate findings into clear business value
- Fluency in solution mapping and ROI articulation
- Excellent demo storytelling and stakeholder-management skills
- Skill with Claude for research discovery prep and solution design
- WealthTech or financial advisor software experience is a plus
Nice to have
- Consultative
- Collaborative
- Strategic
- Executive presence
- Analytical
Day to day
- Partner with Account Executives to lead technical discovery and shape solutions for complex enterprise evaluations.
- Own reverse demos solution architecture RFP RFI responses and integration deep dives for high-stakes deals.
- Deliver tailored executive-level demonstrations and serve as a trusted technical advisor throughout the sales cycle.
Hiring process
- Email us a note with your resume and a link to your Linkedin profile to jobs@wealthbox.com