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The Role:
- Lead technical discovery and solution design for enterprise evaluations.
- Own the technical win: demos, solution architecture, RFP/RFI responses.
- Serve as trusted technical advisor to buying committees.
Who You Are:
- 4-5+ years in solutions engineering or technical pre-sales in SaaS.
- Strong command of discovery, solution mapping, and executive demos.
- Skilled with Claude for research and solution design.
What We Offer:
- Fully remote role on a small, high-impact SE team.
- Competitive salary, health plan, 401k, and PTO.
Wealthbox
Wealthbox is the #1 CRM software platform for financial advisors, trusted by tens of thousands of advisors and enterprise firms as the intelligent hub for their practice. The company is a fast-growing, collaborative team building AI-powered software advisors actually want to use.