The Pre-Sales Engineer is a critical part of the Sales team with a focus on delivery pre-sales demonstrations and technical leadership to drive a great prospecting experience during the sales process.  The Pre-Sale Engineer will focus on selling, demoing, and determining the best solution of the WealthEngine solution.  The Pre-Sales Engineer will be responsible for working hand in hand with the Sales team to drive ACV for WealthEngine.  The Pre-Sales Engineer is required to effectively document and communicate customer needs for the implementation and sales teams to ensure a positive customer experience.

Key Job Responsibilities

• Working closely with the sales team on proposals and pitches for business.
• Attending meetings with business development managers and acting as a technical expert.
• Putting together business cases for the sales teams to support their proposals.
• Working closely and collaboratively with customers to devise effective solutions.
• Ensuring that the company’s product can deliver on the customer’s requirements.
• Working closely with customers to understand and capture requirements.
• Replying to customers following requests for information and proposal requests.
• Presenting proposals to customers alongside members of the sales team.
• Producing detailed costings for customers and ensuring the contract is profitable
• Deliver marketing webinars
• Participate in strategy meetings with the sales and marketing teams
• Other projects and responsibilities may be added at the manager’s discretion

  Position Requirements

• Experience with Salesforce or Customer Relationship Management systems
• Experience in consultative selling and/or delivery of demonstrations to C-level prospects
• Experience selling technology platforms/applications
• Excellent presentation, verbal and written communication skills
• Excellent interpersonal and problem-solving skills
• Meets assigned targets for profitable sales growth in assigned product lines, markets or teams supported
• A demonstrated commitment to high professional ethical standards and a diverse workplace
• Ability to adapt to a fast paced continually changing business and work environment while managing multiple priorities 
• Ability to communicate with employees at all levels of the organization, including C-level communication
• Outstanding phone presence and business acumen
• Willingness to travel 20-30% on average, up to 50%

Education/Experience:

• Bachelors degree from an accredited four-year college or university or equivalent work experience - and comfort working in a highly technical environment
• Overall 7-10 years of industry experience with 3-5 years of experience in a Pre-Sales role with a technology company
• Prior experience in or supporting the core business – Non-Profit ( institutes of Higher Education, Healthcare, Arts & Museum)
•  Understanding of marketing and marketing analytics is a plus

Please email your resume to:  c-rushad@wealthengine.com