Description:

Wealthbox is the #1 CRM software platform for financial advisors, seeking an Enterprise Solutions Engineer.
The role involves being a technical partner in complex evaluations, influencing sales strategy and deal progression.

Requirements:

4–5+ years in solutions/sales engineering or technical pre-sales, preferably in SaaS.
Strong skills in technical and business-impact discovery, solution mapping, and stakeholder management.
Excellent demo and storytelling abilities, with experience in WealthTech or financial advisor software being a plus.

Benefits