The Pre-Sales Engineer is a critical part of the Sales team with a focus on delivery pre-sales demonstrations and technical leadership to drive a great prospecting experience during the sales process. The Pre-Sale Engineer will focus on selling, demoing, and determining the best solution of the WealthEngine solution. The Pre-Sales Engineer will be responsible for working hand in hand with the Sales team to drive ACV for WealthEngine. The Pre-Sales Engineer is required to effectively document and communicate customer needs for the implementation and sales teams to ensure a positive customer experience. Key Job Responsibilities Working closely with the sales team on proposals and pitches for business. Attending meetings with business development managers and acting as a technical expert. Putting together business cases for the sales teams to support their proposals. Working closely and collaboratively with customers to devise effective solutions. Ensuring that the company s product can deliver on the customer s requirements. Working closely with customers to understand and capture requirements. Replying to customers following requests for information and proposal requests. Presenting proposals to customers alongside members of the sales team. Producing detailed costings for customers and ensuring the contract is profitable Deliver marketing webinars Participate in strategy meetings with the sales and marketing teams Other projects and responsibilities may be added at the manager s discretion Position Requirements Experience with Salesforce or Customer Relationship Management systems Experience in consultative selling and/or delivery of demonstrations to C-level prospects Experience selling technology platforms/applications Excellent presentation, verbal and written communication skills Excellent interpersonal and problem-solving skills Meets assigned targets for profitable sales growth in assigned product lines, markets or teams supported A demonstrated commitment to high professional ethical standards and a diverse workplace Ability to adapt to a fast paced continually changing business and work environment while managing multiple priorities Ability to communicate with employees at all levels of the organization, including C-level communication Outstanding phone presence and business acumen Willingness to travel 20-30% on average, up to 50% Education/Experience: Bachelors degree from an accredited four-year college or university or equivalent work experience - and comfort working in a highly technical environment Overall 7-10 years of industry experience with 3-5 years of experience in a Pre-Sales role with a technology company Prior experience in or supporting the core business Non-Profit ( institutes of Higher Education, Healthcare, Arts & Museum) Understanding of marketing and marketing analytics is a plus Please email your resume to: c-rushad@wealthengine.com