Senior Solutions Engineer, Enterprise

Emploi pas sur LinkedIn

🕒 il y a 2 mois

🇺🇸 États-Unis – Télétravail

💵 $200 000 - $262 000 / an

⏰ Temps Plein

🟠 Senior

💻 Ingénieur Solutions

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

👻 Score fantôme 19%

Ce que ça veut dire : la probabilité que cette offre reste ouverte sans recrutement actif.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Altruist

Site WebLinkedInTous les Emplois

51 - 200 employés

💼 Conseil

📦 Logistique

📣 Marketing

Consulting • Logistics • Marketing

Altruist est une entreprise moderne de technologie et de services financiers qui fournit des outils et des services pour aider les conseillers en investissement enregistrés (RIA) à obtenir de meilleurs résultats pour leurs clients. Altruist propose la gestion de portefeuille, le reporting et des solutions pour la gestion des frais et de la facturation via une plateforme évolutive et ouverte. La société propose également des services de courtage et de conservation, rendant les services de conseil financier plus efficaces et économiques. Altruist s'engage à innover dans le domaine du trading de revenu fixe et soutient les conseillers avec diverses solutions technologiques pour améliorer la productivité et la rentabilité tout en réduisant les inefficacités. Altruist Financial LLC, membre de la FINRA et du SIPC, supervise les opérations de courtage, offrant des transactions sans commission, et Altruist LLC fournit des services de conseil en tant que conseiller en investissement enregistré auprès de la SEC.

Description

• Collaborate closely with Product Director, Enterprise and Sales Director, Enterprise to develop and continuously refine a GTM strategy for the Enterprise segment. • Drive sales execution by partnering with the Client Development team throughout the sales cycle from early discovery through close developing a consultative, solution approach, answering technical questions, delivering customized demos and presentations, and bringing in SMEs as needed into the process. • Lead end-to-end implementation and onboarding process of new enterprise clients; ensuring a smooth handoff from sales, managing technical requirements and gathering, coordinating integrations, etc. • Develop a deep understanding of the Altruist platform to be able to demo and speak to various capabilities. • Stay informed on the technology landscape of the wealth management industry to be able to speak to different tech stack configurations, integration capabilities, speak to different use cases, and surface efficiency gains for firms. • Systematically capture advisor feedback throughout the sales cycle to help inform company priorities (e.g., product roadmap, marketing campaigns). • Contribute to the sales team’s goal of creating predictable, scalable growth by proactively identifying ways to make the team better, meeting sales SLAs, and consistently maintaining accurate and complete records in Salesforce. • Travel as required during the pre- and post-sales process. • Develop competitive information and insights on legacy custodians (Schwab, Fidelity, Pershing) and build an understanding of how parts of their business and products operate.

🎯 Exigences

• 10+ years of experience in a sales engineering, solutions consulting, or technical pre-sales role, ideally supporting a B2B financial services or wealth management platform. • Deep domain knowledge - a strong grasp of the RIA (Registered Investment Advisor) ecosystem, broker-dealer infrastructure, and portfolio management workflows. Experience navigating custodial platforms and compliance requirements is a strong plus. • Technical fluency - proven ability to understand and explain complex API integrations, data flows, and back-end processes to both technical and non-technical audiences. • Enterprise selling acumen - deep understanding of enterprise sales cycles, including discovery, proof-of-concept, security reviews, etc. You act as a trusted technical advisor throughout the process. • Licensing: SIE, Series 7, and Series 63 licenses or the ability to obtain them in 90 days.

🏖️ Avantages

• Premium healthcare, dental, and vision insurance plans (HMO and PPO). • 401k savings plan with a 4% match and immediate vesting. • 16 week paid parental leave after one year of employment. • Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee. • Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.). • Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.). • One month work from anywhere policy (with the exception of a few countries).