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Enterprise Solutions Engineer; Fully Remote
Remote / Online - Candidates ideally in
Dallas, Dallas County, Texas, 75201, USA
Listed on 2026-11-01
Dallas, Dallas County, Texas, 75201, USA
Listing for:
Wealthbox
Full Time, Remote/Work from Home
position Listed on 2026-11-01
Job specializations:
-
IT/Tech
Sales Engineer, SaaS Sales, Technical Sales
Job Description & How to Apply Below
- Lead technical discovery and solution design for enterprise evaluations.
- Own the technical win: demos, solution architecture, RFP/RFI responses.
- Serve as trusted technical advisor to buying committees.
Who You Are:
- 4-5+ years in solutions engineering or technical pre-sales in SaaS.
- Strong command of discovery, solution mapping, and executive demos.
- Skilled with Claude for research and solution design.
What We Offer:
- Fully remote role on a small, high-impact SE team.
- Competitive salary, health plan, 401k, and PTO.
Wealthbox is the #1 CRM software platform for financial advisors, trusted by tens of thousands of advisors and enterprise firms as the intelligent hub for their practice. The company is a fast-growing, collaborative team building AI-powered software advisors actually want to use.
We are currently recruiting a Enterprise Solutions Engineer (Fully Remote) for our team in United States.
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