Senior Sales Engineer
Location
United States
Posted
9 days ago
Salary
$175K - $200K / year
Seniority
Senior
Job Description
Senior Sales Engineer
InvestCloud, Inc.
• 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.
Job 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.
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