Senior Sales Engineer

🔥 0 minutes ago

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

InvestCloud, Inc.

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💳 Fintech

☁️ SaaS

🤝 B2B

Fintech • SaaS • B2B

InvestCloud, Inc. is a cloud-based financial technology company that provides a connected suite of digital platforms for wealth and asset management. Its products include managed-account (PMA) capabilities that unify public and private assets, an APL for trading, rebalancing and model marketplaces, financial planning and enterprise tools for billing, post-trade and compliance. InvestCloud serves wealth managers, asset managers, private banks, broker-dealers and TAMPs with SaaS solutions designed to streamline operations, deepen client relationships and deliver digital client experiences at scale.

📋 Description

• Lead digital transformation initiatives for clients, acting as a strategic advisor on both technical and business fronts. • Collaborate with the product and sales teams to drive product innovation, identifying market opportunities and shaping new solutions that generate revenue. • Lead and mentor a multi-disciplinary team, including engineers, analysts, and consultants, ensuring the delivery of high-quality, client-focused solutions. • Partner with the product team to influence the development roadmap, ensuring that client feedback and market trends are integrated into product innovations. • Drive the discovery process for clients, leveraging your expertise in financial services technology and digital transformation to architect tailored solutions. • Present complex technical concepts to C-level executives, positioning InvestCloud as the leading solution in the financial services industry. • Achieve and exceed sales targets by managing client relationships and fostering growth opportunities through consultative selling. • Provide internal thought leadership by sharing best practices and driving excellence across teams, promoting a culture of innovation.

🎯 Requirements

• 7+ years of experience in technical consulting, with a strong focus on financial services and digital transformation. • Expertise in client-facing roles, with the ability to build trust and credibility with senior technical and non-technical stakeholders, with a heavy focus on C-Suite Executives. • Demonstrated leadership in managing and mentoring multi-disciplinary teams. • Proven experience in collaborating with product and sales organizations to drive product development and revenue growth. • Proficiency in PowerPoint, InvestCloud’s PWP, Excel, and other standard industry tools. • Strong communication and presentation skills, with the ability to translate complex technical solutions into business value. • College or University degree required; Master’s degree preferred. • Preferred Skills / Experience: • Successful track record of leading product innovation initiatives within a financial services firm or fintech environment. • Ability to identify new business opportunities and lead initiatives that align product innovation with revenue generation. • Strong analytical and problem-solving skills, with a systematic approach to resolving client challenges. • Experience working across multiple disciplines, including product development, finance, and digital advisory. • Expertise in consultative sales processes, with a proven ability to drive client acquisition and growth.