Sales Engineer, Insurance

The Sales Engineer Insurance is a key individual contributor withinInvoiceCloudsFinancial Services organization partnering closely with Sales to support revenue growth through technicalexpertiseand consultative engagement. This role owns the technical aspects of the pre-sales process helping prospective clients understand howInvoiceCloudsplatform aligns with their business regulatory and technical needs.

The Sales Engineer delivers tailored product demonstrations addresses integration security and compliance considerations and supports RFPs RFIs and technical evaluations throughout active sales cycles. Acting as a trusted technical advisor this role ensures customer questions and risks are addressed clearly and accurately building confidence inInvoiceCloudssolutions.

Working cross-functionally with Sales Product and Implementation teams the Sales Engineer helpsmaintainalignment frominitialengagement through handoffoperatingwith autonomy strong judgment and clear communication to ensure a seamless and credible sales experience.

Success Profile:

This role is anchored in our companys core competenciesThese competencies reflect the mindsets and behaviors that define success in this role. We outline how each competency translates into real-world actions and outcomes specific to this role.

Results Driven

• Delivers tailored product demonstrations that clearly articulateInvoiceCloudsvalue and accelerate deal progression

• Supports revenue growth by providingtimelyaccuratetechnical input throughout the sales cycle

• Assistsin RFP and RFI responses to ensure competitive technically sound submissions

Customer Centric

• Partners with prospective clients to understand business needs technical environments and compliance requirements

• AlignsInvoiceCloudsolutions to customer priorities within the financial services and insurance space

• Addresses customer questions and concerns with a consultative solutions-oriented approach

Takes Ownership

• 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

Communication

• Translates complex technical concepts into clear compelling messaging for non-technical stakeholders

• Leads customer-facing technical discussions with confidence and clarity

• Leverages automation and AI-enabled tools to improve the efficiency and consistency of technical sales materials and responses

Requirements

• Bachelors 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

We offer a competitive benefits program including:

• 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