Senior Sales Engineer

eMoney Advisor

. Serve as an experienced technical resource for Enterprise and Advisor Sales teams throughout the sales technical discovery process.

Posted 11/12/2026full-timeRemote • United StatesSenior💰 $106,000 - $144,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Sales Engineering and Solutions Engineering, with a strong focus on technical consulting, software implementation, and client engagement. Proficient in requirements gathering, solution design, and effective communication across cross-functional teams.

Highest-signal resume keywords

Sales Engineering ExperienceSolution Discovery and DesignTechnical Consulting SkillsSoftware Implementation ExpertiseAgile Development Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Requirements GatheringAnalytical SkillsProblem-Solving SkillsTechnical DocumentationIntegration ApproachesAPIs KnowledgeSolution Delivery MethodologiesSoftware Application Development ConceptsCustom DevelopmentTechnical Transition Support

Soft Skills

Consultative SkillsInterpersonal SkillsOrganizational SkillsDecision-Making SkillsTeam Collaboration

Tools & Technologies

SalesforceConfluenceJIRAMicrosoft OfficeEMoney Advisor Software

Certifications & Qualifications

Bachelor’s Degree in Computer Science or Related Field

Industry Keywords

Enterprise Software ImplementationSaaS EnvironmentTechnical ServicesClient-Facing Technical RoleSales Lifecycle

About the role

Key responsibilities & impact

Serve as an experienced technical resource for Enterprise and Advisor Sales teams throughout the sales technical discovery process.
Partner with prospective and existing clients to understand business and technical requirements, assess solution feasibility, and recommend implementation approaches.
Support client configurations, integrations, and custom development opportunities with Product, Development, Program Management, and other cross-functional teams.
Manage complex sales engineering engagements and provide technical guidance throughout the sales lifecycle.
Participate in technical discovery calls and meetings, evaluate client needs, and recommend implementation solutions.
Gather, analyze, interpret, and document functional and technical requirements.
Assess integration and custom development requests, identifying dependencies, risks, and technical constraints.
Provide technical transition support, guidance, and knowledge transfer to Program Managers.
Author Business Requirements Documents and Technical Implementation Summaries; review contract language and Sales proposals related to software functionality.
Provide input into technical responses to prospect RFPs and RFIs.
Share product and technical knowledge, support onboarding, and mentor less experienced team members.
Improve Sales Engineering processes, documentation, and cross-functional handoffs.
Communicate client feedback and product enhancement opportunities to management and Product stakeholders.
Maintain technical and functional knowledge of eMoney Advisor software, platform capabilities, integrations, and implementation approaches.
Maintain activity records and technical notes in Salesforce opportunities, Confluence, and JIRA.
May require up to 25% travel.

Requirements

What you’ll need

Bachelor’s degree in Computer Science or a related field, or equivalent experience, required.
6+ years of experience in Sales Engineering, Solutions Engineering, technical consulting, software implementation, or a related client-facing technical role.
3+ years of experience in solution discovery, design, and delivery within a software or SaaS environment.
Experience working with agile software development teams preferred.
Strong understanding of enterprise software implementation, integrations, technical services, and solutions delivery methodologies.
Working knowledge of software application development concepts, APIs, and integration approaches.
Strong requirements-gathering, analytical, problem-solving, and diagnostic skills.
Ability to accurately communicate and document business requirements, technical constraints, assumptions, and recommended solutions.
Ability to develop practical and scalable solution options using eMoney platform capabilities.
Ability to progress solution proposals through discovery, initial estimation, and planning activities.
Strong consultative, interpersonal, organizational, and decision-making skills.
Excellent written, verbal, and presentation communication skills.
Ability to collaborate effectively across teams and contribute to continuous process improvement initiatives.
Working knowledge of Microsoft Office, Salesforce, Confluence, and JIRA.
Detail oriented.
Team player.

Benefits

Comp & perks

Annual bonus program
Retirement contributions
Health insurance
Sick leave
Parental leave
Paid time off