Senior Sales Engineer

The Senior Sales Engineer on the Client Implementation team serves as an experienced technical resource for the Enterprise and Advisor Sales teams throughout the sales technical discovery process. The Senior Sales Engineer partners with prospective and existing clients to understand business and technical requirements, assess solution feasibility, and recommend implementation approaches aligned with client objectives and eMoney capabilities.

This role supports client configurations, integrations, and custom development opportunities in collaboration with Product, Development, Program Management, and other cross-functional teams. The Senior Sales Engineer manages complex sales engineering engagements, provides technical guidance throughout the sales lifecycle, and serves as a trusted consultant to both internal stakeholders and customers.

This role is comfortable working directly with business and technical stakeholders and can effectively communicate technical solutions, implementation strategies, and product capabilities to diverse audiences.

Job Responsibilities

• Support Sales throughout the sales cycle by participating in technical discovery calls and meetings, evaluating client needs, and recommending implementation solutions aligned with eMoney capabilities and client objectives.
• Gather, analyze, interpret, and document functional and technical requirements for prospective and existing clients.
• Recommend implementation solutions for prospects and clients in collaboration with Product, Development, and other technical teams, engaging Advisory-level Sales Engineers or leadership when additional expertise or decisions are required.
• Assess integration and custom development requests, identify dependencies, risks, and technical constraints, and support solution scoping and feasibility discussions.
• Leverage the internal Tiered Framework for implementation sizing and provide input to Manager, Implementation and Solutions Engineering for cross-functional Sales and Deal Desk meetings.
• Provide technical transition support, guidance, and knowledge transfer to Program Managers for client integrations and custom development initiatives, including complete and accurate documentation of client requirements, proposed solutions, assumptions, and risks for closed opportunities.
• Author Business Requirements Documents, Technical Implementation Summaries, and review contract language and Sales proposals pertaining to software functionality.
• Coordinate proposed technical solutions with relevant internal functional teams to ensure accurate, feasible, and consistent client communications.
• Provide input into technical responses to prospect Requests for Proposal (RFPs) and Requests for Information (RFIs), and other prospect inquiries.
• Collaborate with Product and Development teams to evaluate solution options, clarify requirements, and support successful technical outcomes for prospects and clients.
• Share product and technical knowledge with Sales Engineering peers, support onboarding efforts, and provide informal mentoring and guidance to less experienced team members.
• Adhere to and contribute to Sales Engineering team best practices and identify opportunities to improve Sales Engineering processes, documentation, and cross-functional handoffs, and recommend enhancements to leadership.
• Communicate client feedback, recurring technical requirements, and potential product enhancement opportunities to management and appropriate Product stakeholders.
• Serve as a trusted technical consultant during client engagements and provide guidance on best practices related to implementation, integrations, and solution design.
• Demonstrate and maintain current technical and functional knowledge of eMoney Advisor software, platform capabilities, integrations, and implementation approaches, as well as relevant technical and professional developments.
• Maintain timely and accurate activity records and associated technical notes in Salesforce opportunities, Confluence, and JIRA for prospect and client engagements.
• May require up to 25% travel.

Requirements

• Bachelor’s degree in Computer Science or a related field, or equivalent experience, required.
• 6+ years of experience in Sales Engineering, Solutions Engineering, technical consulting, software implementation, or a related client-facing technical role.
• 3+ years of experience in solution discovery, design, and delivery within a software or SaaS environment; experience working with agile software development teams preferred.

Skills

• Strong understanding of enterprise software implementation, integrations, technical services, and solutions delivery methodologies.
• Working knowledge of software application development concepts, APIs, and integration approaches; prior hands-on application development experience preferred.
• Strong requirements-gathering, analytical, problem-solving, and diagnostic skills.
• Ability to accurately communicate and document business requirements, technical constraints, assumptions, and recommended solutions.
• Ability to develop practical and scalable solution options using eMoney platform capabilities and identify when specialized technical review is needed.
• Comfortable progressing solution proposals through discovery, initial estimation, and planning activities in collaboration with Development, Product, and Program Management teams.
• Strong consultative skills with the ability to align client objectives with technical and business requirements.
• Strong interpersonal skills and ability to build productive relationships with business and technical stakeholders throughout the sales lifecycle.
• Ability to independently manage multiple Sales Engineering engagements and competing priorities, escalating complex issues as appropriate.
• Strong organizational skills, attention to detail, and adherence to established processes and best practices.
• Sound judgment and independent decision-making within the scope of the role.
• Excellent written, verbal, and presentation communication skills.
• Ability to collaborate effectively across teams and contribute to continuous process improvement initiatives.
• Working knowledge of Microsoft Office, Salesforce, Confluence, and JIRA.
• Detail oriented
• Team player

The salary range for this position is $106,00 - $144,000; commensurate salary to be determined based on skills, professional background and expertise.  This position is also eligible, pursuant to applicable eMoney policies, for the annual bonus program, retirement contributions, health insurance, sick leave, parental leave and paid time off

At eMoney, we’re powering what’s possible in financial planning. Our mission is to help people talk about money and make more informed financial decisions. Through our comprehensive financial planning solutions, we help advisors bring clarity to complex decisions and deliver more personalized guidance. 

Today, eMoney supports more than 138,000 financial professionals who guide the financial lives of over 7 million end clients. That reach gives every member of our team the opportunity to contribute to work that makes a meaningful, lasting impact. 

We’re equally committed to powering what’s possible for our people. We foster an inclusive, people-first culture where diverse perspectives are valued, innovation is encouraged, and employees are supported in doing their best work.

eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.