Note: The job is a remote job and is open to candidates in USA. Advisor360° is a leading SaaS platform in the fintech space that transforms how wealth management firms operate and serve their clients. They are seeking a Senior Manager, Sales Engineering to lead and mentor the Sales Engineering team, collaborating closely with Account Executives to demonstrate the value of their platform to prospective clients.
Responsibilities
- Recruit, manage, and mentor a high-performing team of Sales Engineers, fostering a culture of technical excellence and accountability
- Collaborate with the Head of Solutions to develop, standardize, and implement process frameworks, methodologies, and best practices for the Sales Engineering team to ensure quality and repeatable success
- Drive the strategy and implementation of technology enhancements, tools, and training necessary to facilitate the team's growth and effectiveness, including managing the demo environment setup and content
- Oversee the team’s collaboration with Account Executives to lead discovery conversations, identify client needs, and develop compelling, commercially viable solution strategies for enterprise prospects
- Ensure the team delivers high-impact, customized product demonstrations to both technical and non-technical audiences, maintaining the highest standards of technical accuracy
- Provide senior oversight for translating complex client requirements into practical solution configurations leveraging the Advisor360° platform
- Act as a senior liaison, partnering with Product, Engineering, and Client Solutions teams to ensure technical viability and successful solution alignment, bridging GTM needs with product strategy
- Direct the team’s contribution to high-quality Request for Proposal (RFP) responses and solution documentation
- Serve as the most senior internal and external expert on the platform's capabilities, including integrations, APIs, and security protocols, and represent the team in executive-level client and internal meetings
- Maintain a comprehensive understanding of the competitive landscape, industry trends, and typical client workflows, translating insights into actionable sales strategies and team training
Skills
- 8+ years in enterprise consulting, solution architecture, or pre-sales engineering, preferably in a SaaS or tech-enabled services environment
- 3+ years of demonstrated experience managing, mentoring, and leading technical pre-sales teams
- Deep understanding of business processes, operations, and workflow optimization, with proven ability to scale processes across a growing team
- Proven ability to oversee and guide the design of data models and integrations (APIs, ETL processes), especially with systems such as CRMs, ERPs, OMSs, and Portfolio Management Systems
- Demonstrated skill in overseeing the writing of 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 and developing repeatable implementation models
- Strong enterprise sales presence, with the ability to build trust, influence stakeholders, and effectively support long, complex sales cycles at the executive level
- A fast learner who can quickly and confidently adapt to new industries and use cases, and facilitate this learning across a team
- Detail-oriented, organized, and process-driven, capable of managing multiple team engagements concurrently with clarity and delegating effectively
- Strong executive presence with excellent verbal, written, and visual communication skills
- Prior experience in regulated industries, such as insurance or financial services
- Strong ability to fluently discuss architecture, APIs, and integration patterns
- Fluent in SQL, advanced Excel skills ('wizardry'), or Python scripting. Experience with prompt engineering is a plus
- Familiarity with AI, Machine Learning (ML), and automation concepts
- Understanding of cloud platforms (AWS, GCP, Azure) and modern software development workflows
- A genuine enthusiasm for technology and data, and for using both to drive superior business outcomes
Benefits
- Competitive base salaries
- Annual performance-based bonuses
- The chance to share in the equity value you and your colleagues create during your time with the company
- Comprehensive health benefits, including dental, life, and disability insurance
- Unlimited paid time off program
Company Overview