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.

• 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…