InvestCloud, Inc. · 1 day ago

Senior Sales Engineer

United States

Full-time

Remote

Senior Level

$150K/yr - $200K/yr

7+ years exp

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Responsibilities

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.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Technical consultingFinancial services expertiseDigital transformationClient engagementConsultative sellingMentoringPowerPointExcel

Required

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.