Wealthbox
Posted 81 days agoVerified live 1d ago
Mid-Market Solutions Engineer
Brief overview
Remote
2+ yrsMinimum
Solutions EngineeringTechnical Pre-SalesSaaSValue SellingConsultative SellingCRMWealthTechFinTechClaudeCoachability
About the company
Wealthboxwealthbox.com
Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.
Job description
Summary
Wealthbox is the #1 rated CRM software for financial advisors and the fastest-growing platform in the market. The Mid-Market Solutions Engineer will serve as a technical partner for advisors, providing tailored demos and technical guidance to help integrate Wealthbox into their practices.
Responsibilities
- Partner with Account Executives to support a high volume of mid-market deals with tailored demos and technical guidance
- Run technical discovery to understand each advisor’s workflow and map it to Wealthbox’s capabilities
- Field integration and workflow questions and support trials and proofs of concept
- Deliver custom demos that lead with value and the impact on a firm’s day-to-day
- Build a library of repeatable answers and demo approaches that scale across the segment
- Partner cross-functionally with Product, Onboarding, and Marketing to share what you’re hearing from advisors and hand deals off smoothly to onboarding
Skills
- 2–3+ years in solutions / sales engineering, technical pre-sales, or a comparable customer-facing technical role, preferably in SaaS
- Strong coachability and active-listening skills, with the foundations of value selling and consultative selling in place
- Clear, confident communication and a growing ability to handle technical objections
- Comfort working at pace across many deals, with a learning mindset
- Skilled with Claude — you use it fluently to move quickly across a high volume of deals, from demo prep to follow-ups
- Exposure to CRMs, WealthTech, or FinTech is a plus
Qualifications
Must Haves
- 2–3+ years in solutions / sales engineering, technical pre-sales, or a comparable customer-facing technical role, preferably in SaaS
- Strong coachability and active-listening skills, with the foundations of value selling and consultative selling in place
- Clear, confident communication and a growing ability to handle technical objections
- Comfort working at pace across many deals, with a learning mindset
- Skilled with Claude — you use it fluently to move quickly across a high volume of deals, from demo prep to follow-ups
Nice to Haves
- Exposure to CRMs, WealthTech, or FinTech is a plus
Benefits
- Comprehensive health plan
- 401k plan
- Paid time off
