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Sales Engineer; Remote

Remote / Online - Candidates ideally in
Santa Ana, Orange County, California, 92725, USA
Listing for: ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC
Remote/Work from Home position
Listed on 2026-07-13
Job specializations:
  • Sales
    Business Development, B2B Sales, Sales Engineer, Technical Sales
Salary/Wage Range or Industry Benchmark: 85000 - 113300 USD Yearly USD 85000.00 113300.00 YEAR
Job Description & How to Apply Below
Position: Sales Engineer (Remote)

Who We Are

Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential.

Our inclusive, people‑first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all.

For more information, please visit

What We Do

The Sales Engineer represents and supports company products across various market segments, including First American Trust, providing technical expertise and guidance to the sales team throughout the pre‑ and post‑sales process. This role partners closely with product and sales teams to articulate product capabilities, consult on solutions, and align offerings with customer needs. Combining the skills of a consultant, coach, and project manager, the Sales Engineer drives new revenue by supporting solution selling for prospective clients and collaborating with operational and technical teams to plan, prepare, and execute strategic opportunities across the sales cycle.

What

You’ll Do
  • Work with sales leadership to identify high‑value opportunities for Sales Engineer support; communicate with sales team to understand consumer demands and offer sales support where necessary
  • Collaborate with sales team(s) and clients on deal progression, expectations, trial accounts, statement of works, and post‑sale transition for identified high‑value opportunities to accelerate closing, execution & revenue realization
  • Collaborate with Product Management/Marketing to collect competitor information, conduct industry analysis and identify market trends
  • Provide ongoing solution consulting support including training and nurturing of key strategic accounts to encourage further adoption and product usage
  • Prepare and give technical presentations to explain and demonstrate products and/or services beneficial to client business; gather information, understand business requirements, and identify ways to best implement solutions to optimize client business/technical needs
  • Build knowledge of industry and technology trends that impact the marketplace
  • Build clear implementation plans, in collaboration with customers, account executives/sales, and operations, to drive accountability and revenue realization
  • Develop content focused learning to broaden knowledge within internal teams
  • Prepare materials and conduct various forums to improve client engagements that develop into successful solutions
  • May assist with requests for proposals (RFPs) and requests for information (RFIs)
What You’ll Bring
  • Bachelor’s degree in a related field or equivalent combination of education and experience
  • 5+ years of related experience
  • Experience in the banking and financial services industry preferred
  • Previous experience in business‑to‑business (B2B) sales
  • Proven track record of working collaboratively with sales, product development team and the customer
  • Proven track record managing cross‑functional projects
  • Understanding of market and competition with the ability to identify external threats and opportunities
  • Consultative skill and creativity to engage customers in new ways
  • Excellent written and oral communication skills; presentation skills and ability to convey product value
  • Excellent organizational skills; detail oriented
  • Negotiation, analytical, and problem‑solving skills
  • Flexible with the ability to adapt to changing conditions

    Ability to persuade and influence others
  • Demonstrates persistence, tenacity, and consistency in pursuing revenue opportunity
  • Excell…
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