Tungsten Automation
Remote Jobs
Founded in 1985 and headquartered in Irvine, California, Tungsten Automation is a global technology company and leader in AI-powered document and workflow automation solutions with
27 Jobs
Forward Deployed Engineer
Tungsten AutomationFounded in 1985 and headquartered in Irvine, California, Tungsten Automation is a global technology company and leader in AI-powered document and workflow automation solutions with
Role Description Working with the SVP Professional Services, the Forward Deployed Engineer (FDE) embeds directly with strategic enterprise customers to bridge the gap between complex technical solutions and overarching business outcomes. The FDE acts as a highly technical, customer-facing architect who ensures successful implementation, deep product adoption, and proactive churn prevention by maximizing the platform's value within the client's unique technical ecosystem. Key Responsibilities - Act as the technical vanguard for strategic accounts, ensuring rapid time-to-value, seamless integration, and long-term platform stability. - Operate within Specialized Renewal "SWAT" Teams: - Conduct proactive system health checks, complex configuration tune-ups, and architectural optimizations for at-risk accounts or those with upcoming renewals, ensuring the platform runs at peak efficiency. - Enable Executive Sponsorship Programs: - Equip internal executive sponsors with deep technical insights, architecture roadmaps, and telemetry data to facilitate high-level, peer-to-peer alignment and unblock technical escalations. - Drive Value Realization: - Map technical milestones and system outputs directly to the customer's original business success criteria, providing concrete data and technical narratives for Quarterly Business Reviews (QBRs). - Leverage Customer Success Telemetry: - Continuously monitor real-time system performance, API error rates, and usage telemetry to proactively identify, troubleshoot, and resolve technical bottlenecks before they impact the customer experience or escalate into churn risks. - Deliver Continuous Enablement and Training: - Act as the ultimate subject matter expert to the client's engineering and operations teams, providing targeted "train-the-trainer" sessions, custom technical documentation, and best practices to mitigate knowledge loss resulting from client staff turnover. - Collaborate closely with internal Product and Engineering teams, routing customer feedback, edge-case requirements, and integration challenges directly into the product development lifecycle. - Serve as the primary escalation point for complex, high-stakes technical issues that fall outside standard support workflows, ensuring rapid resolution and maintaining customer trust. - Take initiative and ownership across engagements, demonstrating accountability and a strong propensity toward change and process improvement. - Utilize AI-enabled tools (e.g., chatbots, documentation automation, analytics assistants) to improve efficiency, accuracy, and streamline routine tasks while following company AI governance and data privacy standards. Requirements While the job description describes what is anticipated as the requirements of the position, the job requirements are subject to change based upon any changing needs and requirements of the business. Company Description
Strategic Account Executive – Churn Prevention
Tungsten AutomationFounded in 1985 and headquartered in Irvine, California, Tungsten Automation is a global technology company and leader in AI-powered document and workflow automation solutions with
Role Description Tungsten Automation Corporation software enables organizations to Work Like Tomorrow™—today. Reporting to the SVP, Professional Services, the SAE Churn Prevention drives the renewal of our maintenance, subscription, and SaaS contracts across the designated region, with influence on global retention outcomes. Works with teams to develop and implement renewal policies, procedures and customer-facing activities. Partners with Maintenance Directors and Managers to ensure professional and courteous maintenance delivery for our customers. Works with executive-level management to develop renewal plans, targets, and quotas, and influences resource prioritization to maximize retention outcomes. Key Responsibilities - Lead renewal efforts across the designated region, with impact on global retention outcomes. - Own strategic maintenance, SaaS, and subscription renewal bookings and revenue while increasing Gross Rate of Retention (GRR). - Deploy Specialized Renewal "SWAT" Teams: - Coordinate proactive system health checks, configuration tune-ups, and process optimization for accounts with upcoming renewals to ensure platforms run at peak efficiency before contract discussions. - Manage Executive Sponsorship Programs: - Pair internal senior leaders with executive counterparts at strategic accounts to elevate relationships, unblock escalations, and align long-term business goals. - Conduct Value Realization Reviews: - Shift from reactive support to proactive value realization by explicitly measuring client performance against original business success criteria during Quarterly Business Reviews. - Leverage Customer Success Telemetry: - Monitor real-time user behavior, system performance, and support ticket trends to intervene proactively before customers consider leaving. - Drive Continuous Enablement and Training: - Mitigate the impact of client staff turnover by ensuring the delivery of on-demand certifications, updated documentation, and "train-the-trainer" sessions to sustain product adoption. - Be a strategic and operational leader. - Develop and champion key processes for renewals teams, monthly reporting, and annual planning. - Drive renewals process to increase on-time and overall renewal rates across all Tungsten Automation Corporation lines of business. - Coordinate with other departments and serve as a liaison with sales, finance, order administration and order fulfillment. - Participate in various operational and leadership meetings representing Global Renewals. - Schedule and conduct conference calls with customers as needed. - Execute strategic and tactical business plans. - Ensure renewal efforts align with company strategic goals. - Provide leadership on key internal projects and initiatives to support a continually improving, changing and rapidly growing business. - Utilize AI-enabled tools (e.g., chatbots, documentation automation, analytics assistants) to improve efficiency, accuracy, and streamline routine tasks while following company AI governance and data privacy standards. Company Description Tungsten Automation's Intelligent Automation software platform helps government agencies transform information-intensive business processes, reduce manual work and errors, minimize costs, and improve customer engagement. We combine Generative AI, Knowledge Management, Intelligent Document Processing, Process Orchestration, mobility and engagement, and analytics to ease implementations and deliver dramatic results that mitigate compliance risk and increase competitiveness, growth and profitability—particularly crucial for highly regulated industries facing complex compliance requirements. No other software vendor offers a platform of complementary technologies integrated into a scalable, manageable software platform, positioning us to grow and dominate the process automation space.
Marketing Operations Specialist, Email & Campaign Production
Tungsten AutomationFounded in 1985 and headquartered in Irvine, California, Tungsten Automation is a global technology company and leader in AI-powered document and workflow automation solutions with
Role Description The Marketing Operations Specialist, Email & Campaign Production role supports the execution of campaign requests across Tungsten Automation’s global marketing organization, with a primary focus on email and campaign production responsibilities. This role serves as a key execution partner for: - Email builds - Forms - Audience segmentation - List uploads - Campaign quality assurance - Request fulfillment for internal business partners This remote role will also support broader marketing operations activities such as: - Tech stack audits - Lead routing checks - Data hygiene - Process documentation - Platform clean-up - Operational improvements This is a hands-on production role for someone who is organized, detail-oriented, and eager to grow their skills in marketing automation, campaign execution, QA, and AI-enabled ways of working. Qualifications - Experience with marketing automation platforms, preferably Eloqua - Strong organizational and detail-oriented skills - Ability to manage multiple projects simultaneously - Familiarity with data quality and privacy standards Requirements - Review and manage assigned campaign production and marketing operations requests through the intake or project management system - Build and update campaign components in our marketing automation platform - Upload, validate, and manage contact lists - Execute email and campaign production tasks based on approved templates - Complete pre-launch quality assurance checks - Support campaign-related data flow checks - Document issues, blockers, and inconsistencies clearly - Support broader marketing operations activities - Use approved AI-enabled tools to improve efficiency Company Description
Growth Marketing Manager
Tungsten AutomationFounded in 1985 and headquartered in Irvine, California, Tungsten Automation is a global technology company and leader in AI-powered document and workflow automation solutions with
Role Description Tungsten Automation is seeking an experienced and results-driven Growth Marketing Manager to join our global team. The ideal candidate will have experience in planning, executing, and optimizing marketing campaigns across various channels. In this role, you will be responsible for managing end-to-end campaign processes, analyzing performance metrics, and ensuring that our marketing efforts align with our business objectives. - Develop and execute comprehensive marketing campaigns that align with business goals and target audience needs. - Collaborate with the marketing team to define campaign objectives, target segments, and key performance indicators (KPIs). - Create detailed campaign plans, including timelines, budgets, and resource allocation. - Coordinate the implementation of marketing campaigns across multiple channels, including digital, social media, email, content, and online events. - Work closely with internal teams and external vendors to produce high-quality marketing materials and assets. - Ensure campaigns are launched on time and within budget, meeting all defined objectives. - Monitor and analyze campaign performance metrics to assess effectiveness and ROI. - Conduct A/B testing and other optimization techniques to improve campaign performance. - Generate detailed reports on campaign outcomes, providing actionable insights and recommendations for future campaigns. - Communicate campaign plans, progress, and results to stakeholders at various levels of the organization. - Utilizes AI-enabled tools (e.g., chatbots, documentation automation, analytics assistants) to improve efficiency, accuracy, and streamline routine tasks while following company AI governance and data privacy standards. Requirements While the job description describes what is anticipated as the requirements of the position, the job requirements are subject to change based upon any changing needs and requirements of the business. Company Description
Principal, Finance Business Partner
Tungsten AutomationFounded in 1985 and headquartered in Irvine, California, Tungsten Automation is a global technology company and leader in AI-powered document and workflow automation solutions with
Role Description The Principal, Finance Business Partner (GTM Finance) plays a critical role within the Corporate FP&A organization, serving as the primary Finance business partner to the Go-To-Market (GTM) and Sales organization. This role owns the end-to-end Revenue and Bookings forecasting process, delivering granular, highly accurate financial models that serve as the foundational input to the company's ARR, billings, and cash forecasts. The ideal candidate brings deep expertise in SaaS/subscription revenue modeling, strong business partnering skills, and the ability to operate independently in a fast-paced environment, while influencing senior stakeholders across Finance, Sales, and Strategy. Key Responsibilities - Revenue & Bookings Forecasting - Own and maintain the company's revenue and bookings forecast model, including regular updates for actuals. - Build and maintain granular revenue forecasts by product, customer segment, geography, and revenue type. - Model and maintain forecast components including: - New Bookings & Expansion — in partnership with GTM Sales Finance - Price Increase — tracking contractual and market-driven uplift - Churn & Gross Retention — by product and segment - Perpetual-to-Subscription/SaaS Conversions — modeling conversion pipelines and revenue ramp - Billings & Collections Forecast — ensuring alignment between revenue and cash timing. - Ensure the revenue forecast integrates seamlessly into the ARR forecast and broader FP&A planning cycles. - Budget vs. Actuals (BvA) & Variance Analysis - Lead the monthly Budget vs. Actuals (BvA) process for revenue and bookings, including preparation of variance commentary and executive-ready reporting packages. - Build and maintain a revenue forecast bridge, clearly articulating period-over-period and plan-over-plan movements across key drivers (cohort, price, product, churn, conversion). - Partner with Accounting and Revenue Recognition teams to ensure forecast assumptions are aligned with actual reported results. - Financial Planning & Broader FP&A Support - Contribute to company-wide planning cycles including annual budgeting, rolling forecasts, and long-range planning (LRP). - Maintain and enhance driver-based revenue models to support scenario planning, sensitivity analyses, and strategic initiative evaluations. - Assist in preparing board-level and executive presentations with accurate and insightful revenue and bookings narratives. - Collaborate with the broader FP&A team to ensure consistency and integrity of financial data across functions. - Financial Systems & Process Improvement - Build, enhance, and maintain revenue models in Excel and enterprise planning tools (Pigment). - Leverage BI tools (Tableau, Power BI) to create revenue dashboards, automate reporting, and improve forecast visibility for stakeholders. - Partner with Sales Operations and IT to improve data flows between CRM (Salesforce), billing systems, and financial planning tools. - Proactively identify opportunities to streamline and scale forecasting and reporting processes. - Utilize AI-enabled tools (e.g., chatbots, document automation, analytics assistants) to improve efficiency, accuracy, and streamline routine tasks while following company AI governance and data privacy standards. Company Description Tungsten Automation's Intelligent Automation software platform helps government agencies transform information-intensive business processes, reduce manual work and errors, minimize costs, and improve customer engagement. We combine Generative AI, Knowledge Management, Intelligent Document Processing, Process Orchestration, mobility and engagement, and analytics to ease implementations and deliver dramatic results that mitigate compliance risk and increase competitiveness, growth and profitability—particularly crucial for highly regulated industries facing complex compliance requirements. No other software vendor offers a platform of complementary technologies integrated into a scalable, manageable software platform, positioning us to grow and dominate the process automation space.
Corporate Counsel - Regulatory Compliance - Fintech & Payments
Tungsten AutomationFounded in 1985 and headquartered in Irvine, California, Tungsten Automation is a global technology company and leader in AI-powered document and workflow automation solutions with
Role Description This role will focus on regulatory matters related to payments, fintech, and financial services across multiple jurisdictions. You will work closely with Product, Risk, Compliance, and other business teams to enable compliant product development and well-coordinated international expansion. The ideal candidate will be comfortable operating in a fast-paced, global SaaS enterprise supported by partners in highly-regulated environments. Key Responsibilities - Provide practical legal guidance on the design, development, launch and ongoing support of payment-related products and features that do not fall within the scope of financial services regulations. - Advise on regulatory frameworks applicable to payments, fintech, and financial services. - Monitor and interpret evolving regulatory developments in the UK, EU, U.S., and other geographies with the assistance of outside counsel, and assess their impact on business operations and product strategy. - Support the development, implementation, and oversight of policies and governance frameworks governing payment processing activities, working closely with compliance, risk, and product teams to ensure regulatory alignment. - Support market entry and product expansion in new jurisdictions with regulatory analysis. - Collaborate with compliance, risk, product, and engineering teams to embed regulatory guardrails and requirements into workflows and product design. - Engage with external counsel, regulators, and industry bodies as needed. - Draft, review, and negotiate agreements with vendors and customers, and internal policies related to payments, financial services, and regulatory compliance. Requirements While the job description describes what is anticipated as the requirements of the position, the job requirements are subject to change based upon any changing needs and requirements of the business. Company Description Tungsten Automation is a U.S.-headquartered technology company with subsidiaries and customers around the world. Our core product is a leading SaaS workflow automation platform used by organizations to streamline complex business processes. As part of our continued growth, we are expanding our product portfolio to include innovative payment services functionality, creating new opportunities and regulatory challenges across global markets.
Sr. Sales Account Executive
Tungsten AutomationFounded in 1985 and headquartered in Irvine, California, Tungsten Automation is a global technology company and leader in AI-powered document and workflow automation solutions with
ABOUT THE ROLE The Senior Sales Account Executive is an experienced sales professional who drives strategic enterprise-wide sales initiatives into their assigned account list and northeast territory across multiple industry verticals. This role encompasses account and territory planning, prospecting, qualifying, selling and closing new business with very large prospects and installed accounts. Senior Sales Account executives directly impact Tungsten Automation's success and growth, reflected in excellent income potential through proven solution selling methodologies and executive-level relationship management. WHAT YOU'LL DO - Identify, qualify, orchestrate and close new business within assigned target accounts leveraging compelling return on investment that Tungsten Automation solutions provide - Work closely with Lead Generation, Inside Sales, and Sales Engineering teams to create and manage a strong pipeline in both existing customers and prospects - Effectively manage multiple concurrent sales cycles across diverse industry verticals and enterprise environments - Articulate the value of Tungsten Automation solutions to VP and C-level audiences aligned with strategic objectives and operational requirements - Establish and maintain strong, referenceable relationships with existing client base while expanding influence within target organizations - Qualify and forecast deals accurately and consistently using proven sales methodologies and CRM best practices - Develop and execute field marketing activities to drive pipeline growth and accelerate opportunity development - Grow and maintain a deep network of contacts across all business lines within each target account (minimum 40 contact points per organization) - Collaborate with internal teams for effective prospecting and qualification, creating a pipeline of no less than 4X of target - Leverage Tungsten Automation's partners opportunistically for joint prospecting, qualification, calls or visits according to Enterprise account mapping plans - Execute direct selling motion while strategically utilizing partner ecosystem to enhance access and influence within target accounts - Maintain clean and up-to-date CRM records in accordance with management guidelines and perform regular housekeeping activities - Navigate long sales cycles and position seven-figure opportunities through effective negotiations and deal management - Develop, manage and execute comprehensive sales plans focused on achieving revenue goals consistently on quarterly and annual basis - Conduct C-level discussions with technical, business, and financial influencers while understanding underlying operational objectives - Utilizes AI-enabled tools (e.g., chatbots, document automation, analytics assistants) to improve efficiency, accuracy, and streamline routine tasks while following company AI governance and data privacy standards ABOUT OUR PLATFORM Tungsten Automations Intelligent Automation software platform helps government agencies transform information-intensive business processes, reduce manual work and errors, minimize costs, and improve citizen engagement. We combine Generative AI, Knowledge Management, Intelligent Document Processing, Process Orchestration, mobility and engagement, and analytics to ease implementations and deliver dramatic results that mitigate compliance risk and increase efficiency—particularly crucial for government organizations facing complex regulatory requirements. While the job description describes what is anticipated as the requirements of the position, the job requirements are subject to change based upon any changing needs and requirements of the business.
Sr. Visual Designer
Tungsten AutomationFounded in 1985 and headquartered in Irvine, California, Tungsten Automation is a global technology company and leader in AI-powered document and workflow automation solutions with
ABOUT THE ROLE The Sr. Visual Designer is responsible for the design and production of marketing and sales materials that adhere to our corporate brand standards while providing creative strategic insights within cross-functional project teams. The right candidate will be an individual contributor as well as an ambassador of the brand that can help establish best practices across the organization. We are looking for someone that is technical and knows which tool to use for each job and how to follow and create processes that allow them to work smarter. You should have a strong background in digital design: motion graphics and video knowledge is huge, HTML & web experience is helpful, PowerPoint is just a fact of life. Ultimately, we want someone that can create compelling stories around our technologies and brand, then extrapolate that vision consistently across various communication channels. WHAT YOU'LL DO - p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> Responsible for the design and production of branded visual concepts and final materials for emails, website(s), trade shows/events, ebooks, publications, sales materials, presentations, videos, advertising, social media, and promotional materials. - p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> Develop, document, and apply visual identity & company brand and standards. - p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> Provide a strategic approach to designs that align with business goals and objectives. - p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> Manage projects from start to completion and help coordinate creative projects with agencies and partners as required. - p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> Work with global team members, management, and other departments to deliver against defined project SLAs and balanced workload sharing across the creative team. - p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> Ability to work with fellow employees, partners, and agencies located all around the world; this includes working with translated content and adjusting creative according to regional demographics and target audiences. Having prior international collaboration experience is a big plus. - p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> Accomplish individual development plans and objectives while continually learning new software/tools, project management techniques, and relationship-building skills. - p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> Resolve operational challenges by identifying process improvements, new tools, and/or alternative workflows. - p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> Utilize AI-enabled tools (e.g., chatbots, documentation automation, analytics assistants) to improve efficiency, accuracy, and streamline routine tasks while following company AI governance and data privacy standards. ABOUT OUR PLATFORM Tungsten Automation’s Intelligent Automation software platform helps organizations transform information-intensive business processes, reduce manual work and errors, minimize costs, and improve customer engagement. We combine Generative AI, Knowledge Management, Intelligent Document Processing, Process Orchestration, mobility and engagement, and analytics to ease implementations and deliver dramatic results that mitigate compliance risk and increase competitiveness, growth, and profitability—particularly crucial for highly regulated industries facing complex compliance requirements. No other software vendor offers a platform of complementary technologies integrated into a scalable, manageable software platform, positioning us to grow and dominate the process automation space. While the job description describes what is anticipated as the requirements of the position, the job requirements are subject to change based upon any changing needs and requirements of the business.
Sr. Sales Account Executive
Tungsten AutomationFounded in 1985 and headquartered in Irvine, California, Tungsten Automation is a global technology company and leader in AI-powered document and workflow automation solutions with
ABOUT THE ROLE The Senior Sales Account Executive is an experienced sales professional who drives strategic enterprise-wide sales initiatives into their assigned account list and northeast territory across multiple industry verticals. This role encompasses account and territory planning, prospecting, qualifying, selling and closing new business with very large prospects and installed accounts. Senior Sales Account executives directly impact Tungsten Automation's success and growth, reflected in excellent income potential through proven solution selling methodologies and executive-level relationship management. WHAT YOU'LL DO - Identify, qualify, orchestrate and close new business within assigned target accounts leveraging compelling return on investment that Tungsten Automation solutions provide - Work closely with Lead Generation, Inside Sales, and Sales Engineering teams to create and manage a strong pipeline in both existing customers and prospects - Effectively manage multiple concurrent sales cycles across diverse industry verticals and enterprise environments - Articulate the value of Tungsten Automation solutions to VP and C-level audiences aligned with strategic objectives and operational requirements - Establish and maintain strong, referenceable relationships with existing client base while expanding influence within target organizations - Qualify and forecast deals accurately and consistently using proven sales methodologies and CRM best practices - Develop and execute field marketing activities to drive pipeline growth and accelerate opportunity development - Grow and maintain a deep network of contacts across all business lines within each target account (minimum 40 contact points per organization) - Collaborate with internal teams for effective prospecting and qualification, creating a pipeline of no less than 4X of target - Leverage Tungsten Automation's partners opportunistically for joint prospecting, qualification, calls or visits according to Enterprise account mapping plans - Execute direct selling motion while strategically utilizing partner ecosystem to enhance access and influence within target accounts - Maintain clean and up-to-date CRM records in accordance with management guidelines and perform regular housekeeping activities - Navigate long sales cycles and position seven-figure opportunities through effective negotiations and deal management - Develop, manage and execute comprehensive sales plans focused on achieving revenue goals consistently on quarterly and annual basis - Conduct C-level discussions with technical, business, and financial influencers while understanding underlying operational objectives - Utilizes AI-enabled tools (e.g., chatbots, document automation, analytics assistants) to improve efficiency, accuracy, and streamline routine tasks while following company AI governance and data privacy standards ABOUT OUR PLATFORM Tungsten Automations Intelligent Automation software platform helps government agencies transform information-intensive business processes, reduce manual work and errors, minimize costs, and improve citizen engagement. We combine Generative AI, Knowledge Management, Intelligent Document Processing, Process Orchestration, mobility and engagement, and analytics to ease implementations and deliver dramatic results that mitigate compliance risk and increase efficiency—particularly crucial for government organizations facing complex regulatory requirements. While the job description describes what is anticipated as the requirements of the position, the job requirements are subject to change based upon any changing needs and requirements of the business.
Senior Sales Engineer
Tungsten AutomationFounded in 1985 and headquartered in Irvine, California, Tungsten Automation is a global technology company and leader in AI-powered document and workflow automation solutions with
Title: Senior Sales Engineer Location: California, USA Job Description: Sr. Sales Engineer Job Purpose Note that the following is a general description of the Sales Engineering group’s primary tasks and may not, therefore, contain all possible specific work assignments. The Sr. Sales Engineer provides pre-sales technical support for all Kofax products and associated applications. While assigned to a geographic area, Sr. Sales Engineers also collaborate with and backup peers from across the country to provide efficient pre-sales support nationwide. Key Responsibilities The Sr. Sales Engineer is responsible for: - Preparing standard and custom demonstrations for Kofax Account Managers and resellers - The handling of all pre-sales technical issues professionally and efficiently - Maintaining in-depth knowledge of Kofax products - Maintaining a working knowledge of content repositories - Maintaining a working knowledge of workflow systems - Ensuring an understanding of key verticals which may include Financial Services, Insurance, Manufacturing, Logistics, Healthcare among others - Understanding Kofax role in supporting business processes, including process assessments, solution development as well as current and future requirements. - Responding to technical questions in RFI/P/Qs - Sharing “Best Practices” with other SEs - - Providing feedback to Product Development regarding new features, improving product performance, and eliminating bugs in the product - Preparing Kofax Professional Services for efficient installations – professionally managing the transition from pre-sales to post-sales and staying appropriately involved as the implementation progresses - Preparing resellers on the technical aspects of selling Kofax solutions practices and procedures - Serving as a point of contact for resellers on technical issues - Responding to resellers requests for pre-sale technical support While the job description describes what is anticipated as the requirements of the position, the job requirements are subject to change based upon any changing needs and requirements of the business. Qualifications The qualified applicant must demonstrate knowledge of the roles, responsibilities, processes, tools and techniques used by pre-sales technical support and sales departments, and have excellent people skills, communication and negotiation skills along with the ability to perform professional presentations, and extensive, up-to-date technical knowledge in document management and digital processing. Qualifications include: - 7-10 years’ experience supporting a solution sales team in the pre-sales technical role - Experience leading complex, technical, enterprise solution-based opportunities through the opportunity sales step to successful close - Bachelor’s degree in information systems, computer science, information technology or a related discipline, or equivalent years of experience. - Professional presentation experience - Publishing of white papers, blogs, thought leadership assets - Business analysis at both the IT and LOB level, including the ability to document the analysis in a useable, shareable format - Experience working with various partners/channel organization - Ability to travel 50% - Able to lift and carry at least 50 pounds - Knowledge and experience with Visual Basic and Java - Experience in business process management/software industry is a plus. - Skills and Knowledge Required Performance is measured by the revenue produced in Kofax software sales, professional services, and other measurable performance such as: demonstrations, overall sales support, communications, team building, Internal asset contribution and technical leadership. Measurable performance also includes the individuals willingness to: - Seek and successfully completes special assignments that enable continued development of his/her technical and/or other job-related skills and abilities - Regularly go out of his/her way to assist others in the team or department - Demonstrate openness to feedback and constructive criticism - Through openness and a flexible style of working with others, help to foster an environment of innovation and creativity - Assist in maintaining a professional customer environment with positive customer satisfaction - Make a concerted effort to stay abreast of technological advances and Kofax’s industry overall All Kofax Sr. Sales Engineers regardless of title or level must possess the following skills and knowledge: - Communications/Listening Skills - (Internal & external) – including but not limited to professional writing, problem escalation, and good analysis skills as outlined below. - Analysis/Discovery (ROI) - Ability to plan for and conduct an Interview with the prospect and/or customer to determine the true business requirements to help build a valid Return on Investment (ROI). - Project Management - Critical path analysis to do risk assessment, problem decomposition and resource estimation. Not a concentrated focus on the tools available to manage projects but a working knowledge of the concepts and how they apply in sales situations i.e. knowledge of the theory, not the mechanics. - Sales & Presentation Skills - Professional presentation skills and experience in team selling, solution selling methodologies, and an understanding of and ability to utilize the Kofax Sales Process - Time Management - Ability to manage projects including preparation for presentations and demonstrations, training, scheduling, and reporting, and expense processing. This is critical to the success of the sales opportunities as the Sr. Sales Engineer will be required to manage multiple sales campaigns at any given time. - A high level understandingof basic networking and operating system concepts, Visual Basic development / scripting – Ability to develop, test and deploy custom VB/VBA scripts, Java and JavaScript, Industry specific business pain points with active paper processing, storage, and retrieval, and an understanding of J2EE, XML, .NET, OCR, ICR and their use in business processing.Industry/General Technology Knowledge - - Kofax Technology Knowledge - A high level understandingof each of the suites that constitute the Kofax product line and the ability to fit the pieces together into the whole strategy - By stating the requirement for ‘a high level understanding’, it is defined as the ability to: - - Position the Kofax Solution - Understand the components that make each the solution and why - Define target markets - Explain the business value/value proposition - Describe sample use cases - Describe reference customers - Position and differentiate each solution from the other Kofax technologies - Identify and Qualify potential opportunities - Understand the applicability of the technology i.e. where the solution is a good fit and where it is a bad fit - Deliver high-level presentation and associated conceptual demonstration - Understanding of the underlying technology concepts. - Differentiate new product from current product - General Architecture – understanding of how all of the components fit together technically as well as how they integrate and work with external technologies. This includes an understanding of: - Foundation technologies including but not limited to J2EE, XML, IIS, .NET, OCR, ICR, Web Services - Kofax Networking Constraints - Kofax Components and Services Kofax, Inc. is an Equal Opportunity Employer M/F/Disability/Vets #LI-Remote Job Details Job Family SW Application Sales Job Function NonManager Pay Type Salary
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