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Partner with Account Executives to lead technical discovery and design solutions that map to a
Own the technical win on enterprise evaluations: reverse demos, solution architecture, RFP/RFI
Deliver tailored, executive-level demonstrations that show the value of Wealthbox for a firm’s
Serve as a trusted technical advisor to buying committees (CEO, COO, CTO, Advisor Experience, and
Surface product growth opportunities and new use cases from the field, partnering with Product to
Partner cross-functionally with Product, Onboarding, and Marketing — relaying field insights to

4–5+ years in solutions / sales engineering or technical pre-sales, preferably in SaaS, with
Strong command of technical and business-impact discovery, with the ability to translate findings
Fluency in solution mapping — matching a firm’s requirements to the right capabilities and
Excellent demo, storytelling, and stakeholder-management skills with technical and executive
Skilled with Claude — you use it fluently to accelerate research, discovery prep, and solution
Experience working with WealthTech or financial advisor software is a plus.

Enterprise Solutions Engineer

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