Sales Solution Architect jobs in United States
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RegEd · 1 week ago

Sales Solution Architect

RegEd is the market-leading provider of RegTech enterprise solutions, recognized for continuous regulatory technology innovation. The Sales Solution Architect will coordinate with sales representatives to understand client needs, represent products, and manage solution configurations to ensure successful sales and implementation.

ComplianceEnterprise SoftwareSoftware
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Responsibilities

Responsible for coordinating with the sales rep to best understand the client’s specific business need, solution requirements, and pain points to establish a clear solution configuration with detailed pricing
Responsible for representing the product to customers and delivery of product demonstrations
Assist in the responding to functional and technical elements of RFIs/RFPs, with a key focus on partnering with the sales rep to formulate a strong strategy for the proposal response
Orchestrate and manage any Proof of Concepts (POCs) that are required in the enterprise sales cycle
Ability to travel through the assigned sales territory
Support RegEd sales representatives and their sales cycles
Attend and participate in client meetings (exploratory calls, demos and presentations)
Create documentation of potential client configuration requirements, including customization needs, requests for enhancements and identification of price points
Generate documentation of meeting notes and tracking of meeting takeaway assignments
Participate in the review of client proposals for specific customer requirements
Assist in the review of contracts to ensure the proper configuration is documented
Support the transition from the sales process through to the implementation process for optimal knowledge transfer
Maintain a technical knowledge of the RegEd product line and the financial services industry
Contribute to product management roadmap development by identifying short-term and long-range issues that must be addressed to ensure sales success
Keep informed on industry news and trends, products, services, competitors, relevant information about legacy, existing, and emerging technologies, and the latest product-line developments
Collaborate with marketing and product management in the prioritization and/or development of various sales tools

Qualification

Financial services experienceCompliance/risk managementTechnical project managementProduct demonstrationsClient-facing experienceBachelor's degreeMasters' degreeCompliance industry

Required

Bachelor's degree or equivalent work experience
Bachelor's degree in Business Administration or related field
Extensive experience within financial services, compliance/risk management
Technical and/or project management experience or other successful client-facing experience

Preferred

Knowledge of the financial services / insurance / securities compliance industry's concepts, practices, and procedures a plus
Masters' Degree in a related field

Benefits

Competitive pay and bonus
Exceptional medical, dental and vision plans with generous employer funding for employees and dependents
401(k) plan with company matching
Generous flexible time off
Company paid life insurance
Flexible Spending Accounts: Medical and Dependent Care
Leave benefits including short-term and long-term disability, paid family medical leave and paid parental leave
Volunteering time off and flexible schedules
Professional development
Meaningful career growth opportunities
Performance bonuses
Great working environment with a team of fantastic people

Company

RegEd

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RegEd provides compliance software and solutions for the financial services industry.

Funding

Current Stage
Growth Stage
Total Funding
$0.6M
2023-07-31Private Equity· $0.6M
2018-12-20Acquired

Leadership Team

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Frank Brienzi
Chief Executive Officer & Board Member
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Company data provided by crunchbase