Partner with Account Executives to help prospective clients understand the Advisor360° platform
Deliver high-impact, customized product demonstrations
Translate complex client requirements into practical solution configurations
Collaborate with Product, Engineering, and Client Solutions teams
Contribute to Request for Proposal (RFP) responses and manage demo environment setup
Serve as the internal and external expert on the platform's capabilities

5+ years in enterprise consulting, solution architecture, or pre-sales engineering
Deep understanding of business processes, operations, and workflow optimization
Proven ability to design data models and integrations (APIs, ETL processes)
Demonstrated skill in writing clear business and technical requirements and translating them into prototypes or Proofs of Concept (POCs)
Hands-on experience with configuring, testing, and iterating SaaS solutions
Strong enterprise sales presence with the ability to build trust and influence stakeholders
Detail-oriented, organized, and process-driven
Strong executive presence with excellent verbal, written, and visual communication skills

Sales Engineer

Key skills