- Remote, United States
- Remote
- Competitive salary
- 4+ years
Technical partner for enterprise CRM/SaaS evaluations, leading discovery, design, demos, and integration deep dives.
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.
Requirements
- Nice to have: Claude
- Nice to have: WealthTech
- Nice to have: financial advisor software