Senior Sales Engineer at Investcloud
Tampa, FL 33601
About the Job
About the Role As a Senior Sales Engineer, you will lead key initiatives to drive digital transformation and product innovation for financial services organizations
With your deep technical expertise and consulting background, you will serve as a strategic leader, shaping the technical direction for clients and driving collaboration between the product and sales teams
This role requires an experienced professional who excels at client engagement, internal leadership, and fostering innovation that leads to revenue generation. What does a great Senior Sales Engineer do? A great Senior Sales Engineer is both a strategic consultant and a sales leader, driving technical solutions that meet client needs while collaborating with product and sales teams to fuel innovation
You will lead client engagements, shaping solutions that solve complex business challenges, and guide product development based on real-world insights
By leveraging your consulting expertise, you will drive both technical direction and revenue growth, ensuring InvestCloud remains a market leader. How you will provide meaningful contributions: Lead digital transformation initiatives for clients, acting as a strategic advisor on both technical and business fronts. Collaborate with the product and sales teams to drive product innovation, identifying market opportunities and shaping new solutions that generate revenue. Lead and mentor a multi-disciplinary team, including engineers, analysts, and consultants, ensuring the delivery of high-quality, client-focused solutions. Partner with the product team to influence the development roadmap, ensuring that client feedback and market trends are integrated into product innovations. Drive the discovery process for clients, leveraging your expertise in financial services technology and digital transformation to architect tailored solutions. Present complex technical concepts to C-level executives, positioning InvestCloud as the leading solution in the financial services industry. Achieve and exceed sales targets by managing client relationships and fostering growth opportunities through consultative selling. Provide internal thought leadership by sharing best practices and driving excellence across teams, promoting a culture of innovation. Basic Qualifications for Consideration: 7+ years of experience in technical consulting, with a strong focus on financial services and digital transformation. Expertise in client-facing roles, with the ability to build trust and credibility with senior technical and non-technical stakeholders, with a heavy focus on C-Suite Executives. Demonstrated leadership in managing and mentoring multi-disciplinary teams. Proven experience in collaborating with product and sales organizations to drive product development and revenue growth. Proficiency in PowerPoint, InvestCloud’s PWP, Excel, and other standard industry tools. Strong communication and presentation skills, with the ability to translate complex technical solutions into business value. College or University degree required; Master’s degree preferred. Preferred Skills / Experience Successful track record of leading product innovation initiatives within a financial services firm or fintech environment. Ability to identify new business opportunities and lead initiatives that align product innovation with revenue generation. Strong analytical and problem-solving skills, with a systematic approach to resolving client challenges. Experience working across multiple disciplines, including product development, finance, and digital advisory. Expertise in consultative sales processes, with a proven ability to drive client acquisition and growth. About InvestCloudInvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future
Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers
In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally
As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients
By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum
In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success
Headquartered in the United States, InvestCloud serves clients around the world
For more information, visit InvestCloud.com. 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: $150,000 - $200,000 #LI-BH1 Invest Cloud 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. Job SummaryRequisition Number: SENIO002792Job Category: SalesSchedule: Full-Time
With your deep technical expertise and consulting background, you will serve as a strategic leader, shaping the technical direction for clients and driving collaboration between the product and sales teams
This role requires an experienced professional who excels at client engagement, internal leadership, and fostering innovation that leads to revenue generation. What does a great Senior Sales Engineer do? A great Senior Sales Engineer is both a strategic consultant and a sales leader, driving technical solutions that meet client needs while collaborating with product and sales teams to fuel innovation
You will lead client engagements, shaping solutions that solve complex business challenges, and guide product development based on real-world insights
By leveraging your consulting expertise, you will drive both technical direction and revenue growth, ensuring InvestCloud remains a market leader. How you will provide meaningful contributions: Lead digital transformation initiatives for clients, acting as a strategic advisor on both technical and business fronts. Collaborate with the product and sales teams to drive product innovation, identifying market opportunities and shaping new solutions that generate revenue. Lead and mentor a multi-disciplinary team, including engineers, analysts, and consultants, ensuring the delivery of high-quality, client-focused solutions. Partner with the product team to influence the development roadmap, ensuring that client feedback and market trends are integrated into product innovations. Drive the discovery process for clients, leveraging your expertise in financial services technology and digital transformation to architect tailored solutions. Present complex technical concepts to C-level executives, positioning InvestCloud as the leading solution in the financial services industry. Achieve and exceed sales targets by managing client relationships and fostering growth opportunities through consultative selling. Provide internal thought leadership by sharing best practices and driving excellence across teams, promoting a culture of innovation. Basic Qualifications for Consideration: 7+ years of experience in technical consulting, with a strong focus on financial services and digital transformation. Expertise in client-facing roles, with the ability to build trust and credibility with senior technical and non-technical stakeholders, with a heavy focus on C-Suite Executives. Demonstrated leadership in managing and mentoring multi-disciplinary teams. Proven experience in collaborating with product and sales organizations to drive product development and revenue growth. Proficiency in PowerPoint, InvestCloud’s PWP, Excel, and other standard industry tools. Strong communication and presentation skills, with the ability to translate complex technical solutions into business value. College or University degree required; Master’s degree preferred. Preferred Skills / Experience Successful track record of leading product innovation initiatives within a financial services firm or fintech environment. Ability to identify new business opportunities and lead initiatives that align product innovation with revenue generation. Strong analytical and problem-solving skills, with a systematic approach to resolving client challenges. Experience working across multiple disciplines, including product development, finance, and digital advisory. Expertise in consultative sales processes, with a proven ability to drive client acquisition and growth. About InvestCloudInvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future
Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers
In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally
As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients
By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum
In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success
Headquartered in the United States, InvestCloud serves clients around the world
For more information, visit InvestCloud.com. 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: $150,000 - $200,000 #LI-BH1 Invest Cloud 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. Job SummaryRequisition Number: SENIO002792Job Category: SalesSchedule: Full-Time
