Note: The job is a remote job and is open to candidates in USA. InvestCloud, a global leader in wealth technology, is seeking a Senior Sales Engineer to lead digital transformation and product innovation for financial services organizations. This role involves collaborating with product and sales teams to drive technical solutions, mentoring a multi-disciplinary team, and ensuring client engagement to fuel revenue growth.
Responsibilities
- 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
Skills
- 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
- 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
Company Overview
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