Chase · 6 hours ago
Workplace Solutions, Sales Engineer
560 Mission St, San Francisco, CA, 94105, US
Full-time
Onsite
Mid Level
$120K/yr - $170K/yrJ.P. Morgan Workplace Solutions is seeking a Sales Engineer to join their team. The successful candidate will partner with Field Sales to bridge technical expertise and sales strategy, driving successful client engagements and streamlining sales processes.
BankingFinancial Services
Responsibilities
Act as the primary liaison between the RFP and Sales teams
Review and ensure proposals are accurate and tailored to client requirements
Draft specialized responses requiring in-depth sales team knowledge
Deliver comprehensive demo support, including leading technical proofs of concept and product demonstrations
Present key system functionalities (Admin System, Participant Experience, Reporting) as needed
Provide additional information to enhance sales efforts
Develop and maintain field sales resources and training programs to improve sales cycle efficiency
Maintain up-to-date process documentation and coordinate training for new or updated sales processes
Collaborate with regional sales teams to ensure consistent process communication
Partner with Marketing to update client presentations, proposal/LOI documents, product videos, and event/conference materials
Support the Product Review Group (PRG) and contribute to ongoing sales process enhancements
Review new product release notes to assess functionality and client impact
Work with Product and CRM teams to create client-facing roadmaps and release notes
Coordinate training for Sales teams on new product features, setup, and sales strategies
Qualification
Required
Bachelor's degree in Business, Finance or a related field
Proven experience in sales engineering, sales enablement, or a similar role
Strong leadership and team management skills
Excellent communication and collaboration abilities
Deep understanding of sales processes and technical product knowledge
Demonstrated ability to drive process improvement and training initiatives
Experience with proposal development and client presentations
Proficiency in CRM and sales enablement tools
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Founded in 2000
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
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