Location: Remote, USA | EST Preferred
At Wealthbox, we serve thousands of financial advisors with our modern CRM software, which provides an easy way to manage client relationships, organize and execute workflow processes, and collaborate with a team in a powerful and beautiful software solution.
We're seeking a
Sales Engineer (SE)
to support our growing sales organization. This individual contributor role is ideal for someone who thrives at the intersection of technology and customer engagement — translating complex capabilities into business value for prospective clients. You'll partner closely with Account Executives and internal teams to drive strategic deals through technical discovery, tailored demos, and thoughtful documentation of customer requirements that ensure seamless handoffs to implementation.
Responsibilities
- Deliver compelling, technically sound product demonstrations tailored to each prospect's business needs and workflows.
- Support strategic sales cycles by clarifying technical capabilities, integration options, migration paths and security requirements.
- Design and execute proof-of-concept (PoC) evaluations to validate solutions and demonstrate measurable business impact.
- Document customer requirements and collaborate with Implementation and Product teams to ensure post-sale success.
- Serve as a trusted technical advisor throughout the buying process, translating complex product features into clear business outcomes.
- Contribute to maintaining demo environments, scripts and assets to ensure consistent, high-impact presentations across the sales organization.
- Demonstrate how Wealthbox integrates with partner solutions, APIs and data sources to fit within clients' tech ecosystems.
- Assist in RFPs, security questionnaires and technical diligence during enterprise evaluations.
- Collaborate with Product and Support to channel customer feedback, advocate for enhancements and help influence roadmap priorities.
- Partner with Sales Enablement to enhance product fluency and demo excellence across the sales organization.
- Maintain accurate demo notes, customer requirements and deal support documentation in CRM systems.
- Represent Wealthbox at industry events, webinars and partner activities, showcasing our technology and customer value.
Desired Skills And Experience
- 3+ years of experience in Sales Engineering, Solutions Consulting, or Technical Pre-Sales within a SaaS company.
- Deep understanding of CRM platforms and SaaS ecosystems; experience in WealthTech or FinTech is a strong plus.
- Exceptional communication and presentation skills — equally effective with technical teams and business executives.
- Proven ability to craft and deliver tailored demos and PoCs that tell a compelling business-value story.
- Familiarity with integrations, APIs, and data migration processes.
- Experience collaborating cross-functionally to translate customer needs into technical solutions.
- Organized, detail-oriented, and comfortable balancing multiple priorities in a fast-paced environment.
- Empathetic, customer-obsessed, and collaborative
Work Schedule
- Weekdays, during business hours (fully remote)
- Occasional travel to industry conferences
Benefits
- Comprehensive health plan
- 401k plan
- Paid time off
Interested? Email us a note with your resume and a link to your Linkedin profile to
Apply Now
Other
Fraudulent recruiting activities may use our name and branding to target job seekers. If you receive a suspicious email or job offer claiming to be from Wealthbox, please do not engage.
We only communicate from official Wealthbox email addresses. We do not use emails such as , , or similar lookalike email domains.
We never extend an offer without a formal team interview process. We will never ask you to send personal or financial information (e.g., social security number, bank info) via email or before an offer is made and accepted through official channels.
← Back to Jobs
-
Sales Engineer
1ヶ月前
Usa, Kochi Wealthbox Remote job$80,000 - $120,000 per yearWealthbox is seeking a Sales Engineer to support our growing sales organization. This individual contributor role is ideal for someone who thrives at the intersection of technology and customer engagement — translating complex capabilities into business value for prospective clie ...
-
Usa, Kochi Aquatech Remote job￥15,000,000 - ￥30,000,000 per yearWe are seeking an experienced Global Sales Director to drive global growth · A leading company seeks a dynamic professional to lead sales strategy channel development market penetration through OEMs distributors engineering partners. · ...
-
Usa, Kochi Aquatech $80,000 - $120,000 per yearAquatech is immediately hiring a full-time Business Developer - Pharmaceutical Manufacturing. · Drive growth in U.S. pharma · Develop and execute a focused sales strategy targeting new pharma and life sciences facilities planned or under development in the U.S. · ...
-
Usa, Kochi Aquatech $80,000 - $120,000 per yearAquatech immediately needs a Business Developer to work from anywhere in USA. The role blends strategic account development with solution-based selling, requiring a deep understanding of customer operations, technical requirements, and industry trends. · Develop and execute a str ...
-
Usa, Kochi NXP Semiconductors Remote job$120,000 - $180,000 per yearAs a MPU Field Application Engineer, based on the East Coast, you'll be one of the key contributor in the Customer Application Support team supporting designs in Industrial and IoT application spaces. · Deliver premium technical support in content and time to assigned customers · ...
-
Usa, Kochi InEight Remote jobWe are looking for a Solutions/Sales Engineer with strong industry experience to support a dynamic team of account executives across both small-to-medium businesses (SMB) and large enterprise (LE) markets. · Understand customer requirements by strategizing and leading RFPs and/or ...
-
Sales Director
3週間前
Usa, Kochi Compound Remote job$150,000 - $175,000 per yearWe're hiring a Sales Director to lead outreach and relationship development with breakaway advisors and RIA teams across the country. · This is a senior role for someone who has already spent years navigating the nuances of complex recruiting and sales cycles. ...
-
QUA membranes
4週間前
Usa, Kochi Aquatech $120,000 - $180,000 per year+We are seeking a motivated Sales Manager to expand QUA's presence in the United States by managing and growing relationships with Architect & Engineering firms and EPC companies. · +Bachelor's degree in Engineering, Environmental Science Business or related field. · 7-10+ years ...
-
Usa, Kochi Aquatech $80,000 - $120,000 per yearAquatech has an immediate need for a full-time Project Developer-Critical Minerals to work from a remote location in Australia developing solutions that reduce carbon recycled water footprint. · Generate business revenue for Lithium Mining market through process equipment sales. ...
-
Usa, Kochi Rohde & Schwarz $120,000 - $200,000 per yearRohde & Schwarz is seeking a senior, customer facing technical business development professional to grow our high speed interconnect test business across the US & Canada. · Prospect, develop, and manage strategic accounts in datacenter, AI infrastructure, cable/connectivity, and ...
-
Usa, Kochi Logitech $165,000 - $255,000 per yearLogitech is looking for a driven and results-oriented Sr. Sales Manager to lead the operations of our North American Mid Market Sales team and drive revenue and market share growth. · Team Leadership & Development: Directly manage, mentor, and inspire a team of 8-10 Mid Market Ac ...
-
Usa, Kochi Smartcat $120,000 - $200,000 per yearAbout Smartcat · We're building the future of work where human expertise meets digital teammates to drive productivity gains for leading enterprises. · Design Systems Playbooks And Learning Programs That Make every rep more productive. · Turn data into actionable coaching. · ...
-
Usa, Kochi Logitech Remote job$124,000 - $217,000 per yearWe are looking for a Logitech For Business (L4B) Enterprise Sales Account Manager. You will drive Logitech commercial sales to large enterprise accounts through heavy influencing and direct engagement with key decision makers and influencers at various levels in the organization ...
-
Usa, Kochi Aquatech ￥1,000,000 - ￥1,200,000 per yearAquatech immediately needs a full-time Electrical and Controls Engineer for its Integrated Water Services division at the Canonsburg PA office. · ...
-
Usa, Kochi Cubic Defense $90,000 - $110,000 per yearThis position typically works under limited supervision and direction. The sales representative is expected to be the CEO of their territory and be able to provide full insights into the market conditions of their territory. · Identifies new business opportunities. · Drive sales ...
-
Usa, Kochi Aquatech $120,000 - $180,000 per yearAquatech is looking for a full-time Director of Project Development (USA) for Water & Critical Minerals to lead early stage project development and other BOO/BOT/DBOM/PPP projects in North America. · Project Origination & Screening · Feasibility & Techno-Commercial Analysis · Sta ...
-
Usa, Kochi Rohde & Schwarz $20,000 - $28,000 per year+h2>Job summary · We are seeking an experienced Systems Engineer to support our growing communications system business within the technology systems market in Air Traffic Control (ATC). As a global leader in ATC, R&S secures communication from the controller's microphone through ...
-
Usa, Kochi Ping Identity $139,250 - $160,000 per yearAt Ping Identity, we believe in making digital experiences both secure and seamless for all users, without compromise. We call this digital freedom. And it's not just something we provide our customers. It's something that inspires our company. People don't come here to join a cu ...
-
Usa, Kochi Rohde & Schwarz Australia $33,000 - $48,000 per yearRohde & Schwarz is hiring Field Service Technicians in multiple locations across the U.S. to support the deployment of advanced systems at customer installation sites. In this role, you will work closely with customers and contracting partners to coordinate, manage, and execute s ...
-
Mgr, Operations
2週間前
Usa, Kochi Reworld Waste $80,000 - $120,000 per yearThe Operations Manager - Stabilization is responsible for all localized activities of the transfer, storage, and disposal facility (TSDF) including health & safety, · compliance, staffing of operations department and waste management. · ...
-
Mgr, Operations
2週間前
Usa, Kochi Reworld Waste $80,000 - $120,000 per yearThe Operations Manager - Wastewater is responsible for all localized activities of the transfer storage disposal facility (TSDF) including health safety compliance staffing of operations department waste management. · ...