Senior Manager, Sales Engineering

🕒 May 16

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Advisor360°

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💳 Fintech

☁️ SaaS

🤝 B2B

Fintech • SaaS • B2B

Advisor360° is a provider of an AI-native, end-to-end wealth management platform (Wealth OS) that converts fragmented data into contextual intelligence to support financial advisors and advisory firms. The SaaS platform includes modules for account opening, data & reporting, advisor experience, client portals, books & records, onboarding, cybersecurity, integrations, and an AI assistant called Parrot AI to automate workflows and surface actionable insights. Advisor360° serves broker-dealers, RIAs, bank and insurance wealth management teams, and independent advisors to help them scale operations, improve client engagement, and modernize technology stacks without disruptive re-platforming.

📋 Description

• Recruit, manage, and mentor a high-performing team of Sales Engineers • Collaborate with the Head of Solutions to develop and implement process frameworks • Drive the strategy and implementation of technology enhancements, tools, and training • Oversee collaboration with Account Executives to lead discovery conversations and identify client needs • Ensure high-impact, customized product demonstrations to various audiences • Provide senior oversight for translating complex client requirements into solution configurations • Act as a senior liaison with Product, Engineering, and Client Solutions teams • Direct contribution to high-quality Request for Proposal (RFP) responses and solution documentation • Serve as the subject matter expert on the platform's capabilities • Maintain understanding of competitive landscape, industry trends, and client workflows

🎯 Requirements

• 8+ years in enterprise consulting, solution architecture, or pre-sales engineering, preferably in a SaaS or tech-enabled services environment • 3+ years managing, mentoring, and leading technical pre-sales teams • Deep understanding of business processes, operations, and workflow optimization • Proven ability to oversee and guide the design of data models and integrations (APIs, ETL processes) • Demonstrated skill in overseeing the writing of clear business and technical requirements • Hands-on experience with configuring, testing, and iterating SaaS solutions • Strong enterprise sales presence

🏖️ Benefits

• Competitive base salaries • Annual performance-based bonuses • Chance to share in the equity value • Comprehensive health benefits, including dental, life, and disability insurance • Unlimited paid time off • Trust in employees to manage their time effectively