InvestCloud, Inc.

Sales Engineer

• 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.

Senior Sales Engineer

Technical Project Manager

• Own end-to-end delivery of InvestCloud products and custom solutions for Digital Wealth clients
• Lead all phases of project execution, ensuring delivery within approved scope, budget, and timeline
• Build and maintain strong client relationships through clear communication, proactive risk management, and quality delivery
• Manage resources and deliverables across a cross-functional, matrixed organization
• Create and maintain accurate project status, budgets, schedules, forecasts, and scope updates that support internal reporting and company KPIs
• Develop and actively manage detailed project plans with tasks, milestones, dependencies, and due dates
• Identify project risks early and develop actionable mitigation plans
• Escalate and resolve issues in a timely manner while keeping stakeholders appropriately informed
• Communicate effectively with both internal and external stakeholders at all levels, including executive audiences
• Conduct executive-level status meetings and provide comprehensive weekly project updates
• Coordinate across the organization to align teams, remove blockers, and drive timely execution
• Use standard tools, templates, processes, and best practices to ensure consistency and delivery quality
• Delegate and communicate project objectives clearly to internal teams while driving accountability for results
• Manage all aspects of client communication for assigned projects
• Build strong team relationships through enthusiasm, adaptability, patience, and a positive attitude
• Prioritize value-add activities that support project objectives and keep engagements aligned to scope
• Perform other duties as assigned

Senior Technical Project Manager

Account Executive

• Develop and execute account strategies and sales plans to achieve revenue goals and individual quota
• Drive new Digital Wealth business acquisition through direct sales activity, including cross-sell and up-sell opportunities
• Build and manage pipeline through lead generation, prospect nurturing, prioritization, and disciplined reporting
• Target potential leads and pursuits, and select the most effective sales strategies and approaches
• Create forecasts and maintain a predictable funnel of qualified opportunities
• Educate clients on the value of InvestCloud’s Digital Wealth capabilities, including digital engagement, onboarding, portfolio management experience, and reporting
• Leverage financial services and industry knowledge to create demand and present compelling purchase rationales
• Partner with internal pursuit teams, Sales Engineering, Product, and Account Management to shape, position, and close deals
• Establish and grow executive-level relationships with prospective and existing clients
• Share industry, deal, and sales best practices across the sales organization
• Mentor and coach other account executives and associates, as needed
• Manage demand generation efforts and quickly qualify opportunities

Senior Sales Engineer

Senior Technical Project Manager

Enterprise Account Executive – Digital Wealth