Description:

Wealthbox is the #1 CRM software platform for financial advisors, seeking a Mid-Market Solutions Engineer.
The role involves providing technical support and custom demos to advisors, helping them integrate Wealthbox into their practices.

Requirements:

2–3+ years in solutions/sales engineering or a similar customer-facing technical role, preferably in SaaS.
Strong coachability, active-listening skills, and foundations in value and consultative selling.
Clear communication skills and ability to handle technical objections.
Comfortable managing multiple deals with a learning mindset.
Proficient with Claude for demo preparation and follow-ups.
Exposure to CRMs, WealthTech, or FinTech is a plus.

Benefits