Mid-Market Solutions Engineer
Skills
Software As A ServiceAccount ExecutivesEngineeringFoundationsMarketingPresalesSales
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 2–3+ years in solutions engineering sales engineering technical pre-sales or similar customer-facing technical role preferably in SaaS
- Strong coachability and active-listening skills
- Foundations of value selling and consultative selling
- Clear confident communication and growing ability to handle technical objections
- Comfort working at pace across many deals
- Learning mindset
- Skilled with Claude for demo prep and follow-ups
- Exposure to CRMs WealthTech or FinTech is a plus
Nice to have
- Coachable
- Active listener
- Consultative
- Clear communicator
- Fast learner
Day to day
- Partner with Account Executives on a high volume of mid-market deals using tailored demos and technical guidance.
- Run technical discovery to uncover advisor workflows and translate them into Wealthbox capabilities.
- Handle integration and workflow questions while supporting trials and proofs of concept with clear consultative guidance.
- Deliver custom demos that emphasize value and improve the day-to-day impact for firms.
- Build repeatable answers and demo approaches that scale across the segment.
- Work cross-functionally with Product Onboarding and Marketing to share advisor feedback and ensure smooth handoffs.
Hiring process
- Email resume and a LinkedIn profile link to jobs@wealthbox.com