Similar Jobs
See allSolutions Engineer, Mid-Market
Not Specified
Canada
Pre-sales
Solutions Engineering
SaaS
Sales Engineer (Midwest)
Tenna
US
Sales Engineering
SaaS
Salesforce
Sales Engineer
Ethena
US
Sales Engineering
B2B SaaS
APIs
Senior Solutions Engineer
Synthesia
North America
Pre-sales
Solutions Engineering
APIs
Solutions Consultant
Impact.com
US
JavaScript
APIs
Pre-sales
Role:
- Technical partner for advisors in mid-market.
- Early-stage SE function with growth impact.
You'll:
- Partner with AEs on demos and technical guidance.
- Run discovery, support trials, build repeatable assets.
You Bring:
- 2-3+ years in sales engineering, preferably SaaS.
- Coachability, consultative selling, Claude fluency.
Benefits:
- Salary, health plan, 401k, PTO.
- Fully remote, weekday business hours.
Wealthbox
Wealthbox is the #1 CRM software platform for financial advisors, rated #1 by users and in market share. We're a fast-growing team building AI-powered software that tens of thousands of advisors and their teams rely on every day.