Sales Engineer

2 weeks ago

Tampa, Florida, United States InvestCloud, Inc. Full time
Unlock Your Potential as a Sales Engineer at InvestCloud

InvestCloud, a global leader in wealth technology, is seeking a talented Sales Engineer to join our team. As a Sales Engineer, you will play a critical role in driving digital transformation for our clients and partners.

About the Role

We are looking for a highly motivated and experienced Sales Engineer who can effectively communicate the value of our platform to clients and prospects. The ideal candidate will have a solid understanding of the financial technology landscape and be able to analyze complex problems to gain resolution.

Key Responsibilities

  • Engage with clients and prospects to understand their business challenges and demonstrate the value of our platform.
  • Work closely with our account executives to position InvestCloud as a leader in the industry.
  • Drive the discovery process with prospective clients through expertise in financial markets, technology, and design.
  • Present our unique story with empathy and passion to a wide range of financial services firms.
  • Collaborate with our product team to drive platform and app innovation.
  • Achieve sales objectives through the expansion and growth of business relationships with new clients.

Requirements

  • Solid understanding of the financial technology landscape.
  • 3+ years' experience in the financial services or consulting industry, driving digital transformation.
  • Entrepreneurial drive to build new client relationships and be a self-starter.
  • Experience building credibility and relationships with senior technical and non-technical stakeholders.
  • Ability to analyze complex problems and use a systematic approach to gain resolution.

About InvestCloud

InvestCloud is a global leader in wealth technology, committed to enabling a smarter financial future. We serve a broad array of clients globally, including wealth and asset managers, wirehouses, banks, RIAs, and insurers. Our platform enables personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA). We are committed to the success of our clients and are dedicated to delivering leading digital wealth management and financial planning solutions.

Our Values

  • Client Connected
  • Human Centered
  • Technology Forward
  • Respect + Integrity
  • Excellence

The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant's geographic location. Salary range: $80,000 - $150,000

InvestCloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

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