Suralink · 23 hours ago
Sales Engineer
United States
Full-time
Remote
Mid, Senior Level
3+ years expSuralink is a fast-growing Software as a Service (SaaS) technology company recognized for its innovation and culture. The Sales Engineer will partner with sales leadership to design and lead demos and pilots, ensuring strong win rates on new products while providing insights to product marketing.
AccountingDocument ManagementLegalSoftware
Responsibilities
Drive Wins on New Products & Strategic Deals
Partner with AEs to design and deliver compelling demos and pilots for enterprise and strategic firms, with a focus on new products and AI-enabled audit workflows
Achieve 50%+ win rates on opportunities where new products or modules are a core part of the value proposition
Own Demo Strategy and Environments
Redesign and standardize demo flows across Suralink’s product suite, tailored by persona (Partners, Managers, Internal Audit, IT/Security) and segment
Maintain high-fidelity demo environments that mirror real financial statement tie-outs, audit testing, internal audit procedures, and AI-assisted workflows
Train AEs and CSMs to confidently run core demos end-to-end
Architect and Run High-Conversion Pilots
Design structured pilots/POCs with clear entry criteria, timelines, and success metrics tied to real firm workflows
Drive 60%+ win rates on pilots where you are engaged, ensuring they function as decision engines—not open-ended experiments
Fuel Upsell & Cross-Sell in Strategic Accounts
Partner with Sales and Customer Success on renewals, expansions, and executive business reviews for top firms
Map current-state usage against untapped services, teams, and workflows to identify and position high-value expansion paths
Be the Practitioner Voice to the Market and Product
Show up to customers as a credible peer—someone who understands busy seasons, PBC lists, testing, tie-outs, and review cycles from experience
Capture and synthesize market feedback, recurring use cases, and friction points from demos and pilots into clear insights for Product and Product Marketing
Qualification
Required
CPA or equivalent audit/accounting background with approximately 3–7 years in public accounting and/or internal audit, including hands-on experience with audit procedures, methodology, documentation, and review
Financial statement tie-outs and supporting workpapers
Testing, sampling, and evidence management
2–5 years as a Sales Engineer / Solutions Consultant in B2B SaaS, ideally within accounting, audit, finance, or close-management technology
High-growth environments selling into firms or corporate finance/audit teams
Demonstrated success supporting enterprise or strategic deals, including multi-stakeholder sales cycles (Partners, Audit/IA leaders, IT, Security, Operations)
Experience participating in or leading an Emerging Technology / Innovation / Digital Transformation committee or similar body responsible for evaluating and piloting new tools
Proven ability to collaborate cross-functionally with Sales, Product, and Customer Success to shape demos, pilots, and customer rollouts
Excellent written and verbal communication skills, with the ability to translate complex workflows into clear narratives for both technical and non-technical audiences
Authorized to work in the United States; comfortable working fully remote with heavy collaboration over video and async channels
Preferred
Experience at companies such as (or similar to): DataSnipper, Trullion, Inflo, Caseware, Wolters Kluwer CCH, Thomson Reuters, BlackLine, Workiva, FloQast, Caseware, AuditBoard, Fieldguide, Diligent, or other audit/close/accounting tech vendors
Prior focus on enterprise or strategic accounts with upsell/cross-sell responsibility across multiple modules or product lines
Familiarity with AI-powered tools for audit analytics, testing, or documentation support
Experience designing and rolling out sales enablement programs for AEs and CSMs (demo certifications, discovery frameworks, objection handling, etc.)
Comfort speaking at customer webinars, training sessions, or industry events as a subject-matter expert in audit, internal audit, or accounting technology
Benefits
Remote-friendly policy
Medical/vision/dental insurance
Flexible PTO policy and ten paid holidays
Parental leave
Professional development allowance
Community involvement
Company
Suralink
Suralink is an online platform that combines a dynamic PBC list, assignment workflow, and secure file hosting.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$6.29MKey Investors
Luminate Capital Partners
2022-06-01Private Equity
2019-08-06Series Unknown· $5.25M
2018-08-31Seed· $0.85M
Leadership Team
Tim Ballantyne
Co-Founder
Erich Dietz
CRO
Recent News
Business Wire
2025-10-30
2025-10-21
Company data provided by crunchbase