Sales Engineer, Insurance
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Job Description
Sales Engineer dedicated to understanding and addressing insurance clients' needs at InvoiceCloud. Delivering technical presentations and ensuring client confidence in product solutions.
Responsibilities:
- The Sales Engineer, Insurance delivers tailored product demonstrations that clearly articulate InvoiceCloud’s value and accelerate deal progression
- Supports revenue growth by providing timely, accurate technical input throughout the sales cycle
- Assists in RFP and RFI responses to ensure competitive, technically sound submissions
- Partners with prospective clients to understand business needs, technical environments, and compliance requirements
- Aligns InvoiceCloud solutions to customer priorities within the financial services and insurance space
- Addresses customer questions and concerns with a consultative, solutions-oriented approach
- Owns technical aspects of the pre-sales process, including integrations, security, and compliance discussions
- Acts as a liaison between Sales, Product, and Implementation teams to ensure seamless handoff and alignment
- Proactively stays current on industry trends, competitors, and platform enhancements
- Translates complex technical concepts into clear, compelling messaging for non-technical stakeholders
- Leads customer-facing technical discussions with confidence and clarity
Requirements:
- Bachelor’s degree in Business, Computer Science, Engineering, or related field, or equivalent experience
- 5+ years of experience in Sales Engineering, Solutions Consulting, or similar client-facing technical roles
- Experience in financial services or fintech preferred
- Strong understanding of SaaS platforms and API integrations
- Excellent presentation and communication skills
Benefits:
- Medical, dental, vision, life & disability insurance
- 401(k) plan with company match
- Flexible Time Off (FTO), wellbeing days, paid holidays, and summer Fridays
- Mental health resources and Employee Assistance Programs
- Paid parental leave and backup care
- Tuition reimbursement and professional development opportunities
- Employee Resource Groups (ERGs)
- A collaborative, inclusive culture built on innovation and excellence
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