Mid-Market Solutions Engineer

About Wealthbox

Wealthbox is the #1 rated CRM software for financial advisors and the fastest-growing platform in the market. We serve thousands of financial advisors with modern, AI-powered software that makes it easy to manage client relationships, streamline workflows, and collaborate with a team in a product people actually love to use.

The Role

Wealthbox is seeking a Mid-Market Solutions Engineer. You’ll be the technical partner across a higher-volume segment, helping advisors see exactly how Wealthbox fits their practice through custom demos and hands-on technical guidance.

The right starting point is coachability, strong active-listening skills, and the foundations of value selling and consultative selling already in your tool belt. This is also a rare chance to join an early-stage SE function and a small team you can genuinely help shape — one where you’ll have a real voice as it grows and you partner closely with teams across a rapidly growing company.

What You’ll Do

• Partner with Account Executives to support a high volume of mid-market deals with tailored demos and technical guidance.
• Run technical discovery to understand each advisor’s workflow and map it to Wealthbox’s capabilities.
• Field integration and workflow questions and support trials and proofs of concept.
• Deliver custom demos that lead with value and the impact on a firm’s day-to-day.
• Build a library of repeatable answers and demo approaches that scale across the segment.
• Partner cross-functionally with Product, Onboarding, and Marketing to share what you’re hearing from advisors and hand deals off smoothly to onboarding.

What You Bring

• 2–3+ years in solutions / sales engineering, technical pre-sales, or a comparable customer-facing technical role, preferably in SaaS.
• Strong coachability and active-listening skills, with the foundations of value selling and consultative selling in place.
• Clear, confident communication and a growing ability to handle technical objections.
• Comfort working at pace across many deals, with a learning mindset.
• Skilled with Claude — you use it fluently to move quickly across a high volume of deals, from demo prep to follow-ups.
• Exposure to CRMs, WealthTech, or FinTech is a plus.

Work Schedule

• Weekdays, during business hours (fully remote)

Benefits

• Competitive salary
• Comprehensive health plan
• 401k plan
• Paid time off