Mid-Market Solutions Engineer

📋 Description

• Partner with Account Executives to support a high volume of mid-market deals with tailored demos
• Run technical discovery to understand each advisor's workflow and map it to Wealthbox's
• Field integration and workflow questions and support trials and proofs of concept.
• Deliver custom demos that lead with value and the impact on a firm's day-to-day.
• Build a library of repeatable answers and demo approaches that scale across the segment.
• Partner cross-functionally with Product, Onboarding, and Marketing to share what you're hearing

🎯 Requirements

• 2–3+ years in solutions / sales engineering, technical pre-sales, or a comparable customer-facing
• Strong coachability and active-listening skills, with the foundations of value selling and
• Clear, confident communication and a growing ability to handle technical objections.
• Comfort working at pace across many deals, with a learning mindset.
• Skilled with Claude — you use it fluently to move quickly across a high volume of deals, from demo
• Exposure to CRMs, WealthTech, or FinTech is a plus.

🎁 Benefits

• Competitive salary
• Comprehensive health plan
• 401k plan
• Paid time off