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Wealthbox - Enterprise Solutions Engineer

Remote - United States$1.0M - $1.0M3d ago

Remote Mid NA Software Solutions Engineer Advisor Product Marketing Claude Storytelling

Requirements

• 4–5+ years in solutions / sales engineering or technical pre-sales, preferably in SaaS, with experience running large, competitive evaluations independently. • Strong command of technical and business-impact discovery, with the ability to translate findings into clear business value. • Fluency in solution mapping — matching a firm’s requirements to the right capabilities and articulating ROI against alternatives. • Excellent demo, storytelling, and stakeholder-management skills with technical and executive audiences. • Skilled with Claude — you use it fluently to accelerate research, discovery prep, and solution design on complex evaluations. • Experience working with WealthTech or financial advisor software is a plus. • Work Schedule • Work Schedule • Weekdays, during business hours (fully remote)

Responsibilities

• Partner with Account Executives to lead technical discovery and design solutions that map to a firm’s real business problems and accelerate complex, multi-stakeholder deals. • Own the technical win on enterprise evaluations: reverse demos, solution architecture, RFP/RFI responses, and integration deep dives. • Deliver tailored, executive-level demonstrations that show the value of Wealthbox for a firm’s specific use cases. • Serve as a trusted technical advisor to buying committees (CEO, COO, CTO, Advisor Experience, and similar) throughout the sales cycle. • Surface product growth opportunities and new use cases from the field, partnering with Product to help shape how we win enterprise. • Partner cross-functionally with Product, Onboarding, and Marketing — relaying field insights to Product and setting up clean handoffs into onboarding on complex deals.