Mid-Market Solutions Engineer
Wealthbox
Mid-Market Solutions Engineer
Wealthbox
CRM platform for financial advisors
Wealthbox is the #1 CRM software platform for financial advisors: rated #1 by the people who use it and #1 in market share. Tens of thousands of advisors and their teams run their day on it, and our largest enterprise firms rely on it as the intelligent hub for their entire practice. We're a fast-growing team building the AI-powered software advisors actually want to use, and we're looking for people who want to help.
Wealthbox is seeking a Mid-Market Solutions Engineer. You’ll be the technical partner across a higher-volume segment, helping advisors see exactly how Wealthbox fits their practice through custom demos and hands-on technical guidance.
The right starting point is coachability, strong active-listening skills, and the foundations of value selling and consultative selling already in your tool belt. This is also a rare chance to join an early-stage SE function and a small team you can genuinely help shape — one where you’ll have a real voice as it grows and you partner closely with teams across a rapidly growing company.
Partner with Account Executives to support a high volume of mid-market deals with tailored demos and technical guidance.
Run technical discovery to understand each advisor’s workflow and map it to Wealthbox’s capabilities.
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 from advisors and hand deals off smoothly to onboarding.
2–3+ years in solutions / sales engineering, technical pre-sales, or a comparable customer-facing technical role, preferably in SaaS.
Strong coachability and active-listening skills, with the foundations of value selling and consultative selling in place.
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 prep to follow-ups.
Exposure to CRMs, WealthTech, or FinTech is a plus.
Weekdays, during business hours (fully remote)
Competitive salary
Comprehensive health plan
401k plan
Paid time off
Wealthbox is a customer relationship management (CRM) platform tailored for financial advisors. It helps advisors manage client information, tasks, calendars, and workflows in one place, and it connects with other financial software. Users access the platform via a subscription and pay recurring fees for access to features such as task management, calendar integration, workflow automation, and reporting, all while prioritizing data security. The platform supports firms of all sizes and focuses on improving collaboration and productivity among advisory teams. Wealthbox differentiates itself by its specialization for financial services, built-in social collaboration tools, and tight integrations with financial software, aiming to streamline client relationship management and advisory workflows. The goal is to make it easier for financial advisors to manage client relationships, tasks, and workflows efficiently, securely, and collaboratively.
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