Senior Sales Engineer

InvestCloud, Inc.

As a Senior Sales Engineer at InvestCloud, lead digital transformation for financial services organizations. Collaborate with product and sales teams to drive revenue generation and client engagement.

Posted 7/2/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $175,000 - $200,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

7+ years of experience in technical consulting, with a strong focus on financial services and digital transformation.
Expertise in client-facing roles, with the ability to build trust and credibility with senior technical and non-technical stakeholders, with a heavy focus on C-Suite Executives.
Demonstrated leadership in managing and mentoring multi-disciplinary teams.
Proven experience in collaborating with product and sales organizations to drive product development and revenue growth.
Proficiency in PowerPoint, InvestCloud’s PWP, Excel, and other standard industry tools.
Strong communication and presentation skills, with the ability to translate complex technical solutions into business value.
College or University degree required; Master’s degree preferred.
Preferred Skills / Experience:
Successful track record of leading product innovation initiatives within a financial services firm or fintech environment.
Ability to identify new business opportunities and lead initiatives that align product innovation with revenue generation.
Strong analytical and problem-solving skills, with a systematic approach to resolving client challenges.
Experience working across multiple disciplines, including product development, finance, and digital advisory.
Expertise in consultative sales processes, with a proven ability to drive client acquisition and growth.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account InvestCloud, Inc. Website LinkedIn All Job Openings 1001 - 5000 employees 💳 Fintech ☁️ SaaS 🤝 B2B Fintech
SaaS
B2B InvestCloud, Inc. is a cloud-based financial technology company that provides a connected suite of digital platforms for wealth and asset management. Its products include managed-account (PMA) capabilities that unify public and private assets, an APL for trading, rebalancing and model marketplaces, financial planning and enterprise tools for billing, post-trade and compliance. InvestCloud serves wealth managers, asset managers, private banks, broker-dealers and TAMPs with SaaS solutions designed to streamline operations, deepen client relationships and deliver digital client experiences at scale. Senior Sales Engineer 🔥 11 minutes ago 🇺🇸 United States – Remote 💵 $175k - $200k / year ⏰ Full Time 🟠 Senior 💸 Sales Engineer Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
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. 🎯 Requirements
7+ years of experience in technical consulting, with a strong focus on financial services and digital transformation.
Expertise in client-facing roles, with the ability to build trust and credibility with senior technical and non-technical stakeholders, with a heavy focus on C-Suite Executives.
Demonstrated leadership in managing and mentoring multi-disciplinary teams.
Proven experience in collaborating with product and sales organizations to drive product development and revenue growth.
Proficiency in PowerPoint, InvestCloud’s PWP, Excel, and other standard industry tools.
Strong communication and presentation skills, with the ability to translate complex technical solutions into business value.
College or University degree required; Master’s degree preferred.
Preferred Skills / Experience:
Successful track record of leading product innovation initiatives within a financial services firm or fintech environment.
Ability to identify new business opportunities and lead initiatives that align product innovation with revenue generation.
Strong analytical and problem-solving skills, with a systematic approach to resolving client challenges.
Experience working across multiple disciplines, including product development, finance, and digital advisory.
Expertise in consultative sales processes, with a proven ability to drive client acquisition and growth. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs CFR Sales Engineer 🔥 5 hours ago NCR Corporation 10,000+ employees 🤝 B2B 💳 Fintech 🛒 Retail Website LinkedIn All Job Openings Sales Engineer supporting Convenience and Fuel retail with next generation software solutions. Partnering with Account Executives to build business opportunities and customer satisfaction. 🇺🇸 United States – Remote 💰 $820M Post-IPO Equity on 2015-11 ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Sales Engineer 🦅 H1B Visa Sponsor Field Partner Sales Engineer 🔥 5 hours ago Digital Hands 51 - 200 🔒 Cybersecurity 🔐 Security 🏢 Enterprise Website LinkedIn All Job Openings Sales Engineer serving as the technical backbone of consultative sales motion in cybersecurity company. Translating complex security challenges into clear solutions during the sales cycle. 🇺🇸 United States – Remote 💰 Private Equity Round on 2019-07 ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Sales Engineer Cyber Security Senior Sales Engineer, Enterprise 🔥 5 hours ago Zscaler 5001 - 10000 🔒 Cybersecurity ☁️ SaaS 🏢 Enterprise Website LinkedIn All Job Openings Senior Sales Engineer delivering technical product presentations and leading evaluations for Zscaler's cybersecurity solutions. Collaborating with customers to ensure tailored solutions that meet their needs. 🇺🇸 United States – Remote 💵 $154.9k - $221.3k / year 💰 Secondary Market on 2017-11 ⏰ Full Time 🟠 Senior 💸 Sales Engineer 🦅 H1B Visa Sponsor Cyber Security DNS Firewalls TCP/IP Senior Sales Engineer 🔥 6 hours ago DDN 1001 - 5000 🤖 Artificial Intelligence Website LinkedIn All Job Openings Sales Engineer designing high-performance storage solutions to support AI infrastructure and customer data challenges at DataDirect Networks. Collaborating with clients and internal teams for groundbreaking projects. 🇺🇸 United States – Remote 💰 $10M Funding Round on 2011-06 ⏰ Full Time 🟠 Senior 💸 Sales Engineer 🦅 H1B Visa Sponsor NFS TCP/IP Senior Sales Engineer 🔥 6 hours ago Zendesk 5001 - 10000 ☁️ SaaS 🤝 B2B Website LinkedIn All Job Openings Senior Sales Engineer transforming customer experience with AI-powered solutions at Zendesk. Collaborating with sales and engineering to deliver measurable results and innovative solutions. 🇺🇸 United States – Remote 💵 $188k - $282k / year 💰 Grant on 2019-09 ⏰ Full Time 🟠 Senior 💸 Sales Engineer 🦅 H1B Visa Sponsor AWS Azure Cloud Google Cloud Platform ITSM View More Sales Engineer Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

Technical ConsultingFinancial Services TechnologyProduct DevelopmentAnalytical Problem-SolvingMarket Opportunity Identification

Soft Skills

Strong Communication SkillsPresentation SkillsTrust BuildingCollaboration

Certifications

College or University DegreeMaster’s Degree Preferred