Senior Sales Engineer

Job not on LinkedIn

🔥 3 minutes ago

🇺🇸 United States – Remote

💵 $106k - $144k / year

⏰ Full Time

🟠 Senior

💸 Sales Engineer

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eMoney Advisor

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2000

💸 Finance

☁️ SaaS

🤝 B2B

Finance • SaaS • B2B

eMoney Advisor is a financial planning software company. eMoney provides cloud-based planning tools and a client portal for financial advisors, including features such as Monte Carlo analysis, account aggregation, decision center, plan summaries, and API/aggregation integrations. Their products (Plus, Pro, Premier, Enterprise) support goals-based and cash-flow planning, client engagement, and enterprise deployments for banks, broker-dealers, and RIAs. eMoney focuses on improving advisor efficiency, client satisfaction, and scalability of planning services.

📋 Description

• Serve as an experienced technical resource for Enterprise and Advisor Sales teams throughout the sales technical discovery process. • Partner with prospective and existing clients to understand business and technical requirements, assess solution feasibility, and recommend implementation approaches. • Support client configurations, integrations, and custom development opportunities with Product, Development, Program Management, and other cross-functional teams. • Manage complex sales engineering engagements and provide technical guidance throughout the sales lifecycle. • Participate in technical discovery calls and meetings, evaluate client needs, and recommend implementation solutions. • Gather, analyze, interpret, and document functional and technical requirements. • Assess integration and custom development requests, identifying dependencies, risks, and technical constraints. • Provide technical transition support, guidance, and knowledge transfer to Program Managers. • Author Business Requirements Documents and Technical Implementation Summaries; review contract language and Sales proposals related to software functionality. • Provide input into technical responses to prospect RFPs and RFIs. • Share product and technical knowledge, support onboarding, and mentor less experienced team members. • Improve Sales Engineering processes, documentation, and cross-functional handoffs. • Communicate client feedback and product enhancement opportunities to management and Product stakeholders. • Maintain technical and functional knowledge of eMoney Advisor software, platform capabilities, integrations, and implementation approaches. • Maintain activity records and technical notes in Salesforce opportunities, Confluence, and JIRA. • May require up to 25% travel.

🎯 Requirements

• Bachelor’s degree in Computer Science or a related field, or equivalent experience, required. • 6+ years of experience in Sales Engineering, Solutions Engineering, technical consulting, software implementation, or a related client-facing technical role. • 3+ years of experience in solution discovery, design, and delivery within a software or SaaS environment. • Experience working with agile software development teams preferred. • Strong understanding of enterprise software implementation, integrations, technical services, and solutions delivery methodologies. • Working knowledge of software application development concepts, APIs, and integration approaches. • Strong requirements-gathering, analytical, problem-solving, and diagnostic skills. • Ability to accurately communicate and document business requirements, technical constraints, assumptions, and recommended solutions. • Ability to develop practical and scalable solution options using eMoney platform capabilities. • Ability to progress solution proposals through discovery, initial estimation, and planning activities. • Strong consultative, interpersonal, organizational, and decision-making skills. • Excellent written, verbal, and presentation communication skills. • Ability to collaborate effectively across teams and contribute to continuous process improvement initiatives. • Working knowledge of Microsoft Office, Salesforce, Confluence, and JIRA. • Detail oriented. • Team player.

🏖️ Benefits

• Annual bonus program • Retirement contributions • Health insurance • Sick leave • Parental leave • Paid time off

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