Sales Engineer, Insurance

InvoiceCloud

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profile Job Location:

Boston, NH - USA

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

About InvoiceCloud:

InvoiceCloud is a fast-growing fintech leader recognized with 20 major awards in 2025 including USA TODAY and Boston Globe Top Workplaces multiple SaaS Awards wins for Best Solution for Finance and FinTech and national customer service honors from Stevie and the Business Intelligence Group. Judges also highlighted our mission to reduce digital exclusion and restore simplicity and dignity to how people pay for essential services as well as our leadership in AI maturity and responsible innovation. Its an award-winning purpose-driven environment where top talent thrives. To learn more .

Job Details
The Sales Engineer Insurance is a key individual contributor within InvoiceClouds Financial Services organization partnering closely with Sales to support revenue growth through technical expertise and consultative engagement. This role owns the technical aspects of the pre-sales process helping prospective clients understand how InvoiceClouds platform aligns with their business regulatory and technical requirements.
The Sales Engineer delivers tailored product demonstrations supports technical evaluations and addresses integration security and compliance considerations throughout active sales cycles. Acting as a trusted technical advisor this role works cross-functionally with Sales Product and Implementation teams to ensure a credible seamless transition from initial engagement through customer handoff.
Success Profile
At InvoiceCloud success is anchored in our core competencies. These competencies guide how every employee delivers impact across their role.
Ownership
  • Owns the technical aspects of the pre-sales lifecycle including integrations security and compliance discussions.
  • Acts as the primary technical liaison between Sales Product and Implementation teams to ensure alignment and smooth handoff.
  • Takes accountability for accuracy clarity and completeness of technical information shared with prospective customers.
  • Stays current on platform capabilities industry trends and competitive solutions within the insurance and financial services space.
Drives Efficiency
  • Delivers structured repeatable product demonstrations tailored to customer needs and sales stage.
  • Supports RFPs and RFIs with accurate well-documented technical responses that reduce cycle time and rework.
  • Partners with Sales to prioritize technical efforts based on deal value urgency and likelihood to close.
  • Applies standardized assets templates and processes to streamline pre-sales execution.
Results Driven
  • Accelerates deal progression by clearly articulating InvoiceClouds technical value and differentiation.
  • Provides timely accurate technical input throughout the sales cycle to support revenue growth.
  • Helps mitigate technical risk and objection points to increase win rates and deal confidence.
  • Supports successful deal closure by ensuring technical requirements are well understood prior to handoff.
Innovative
  • Partners with prospective clients to understand business workflows technical environments and compliance needs.
  • Aligns InvoiceCloud solutions to customer priorities within the insurance and financial services ecosystem.
  • Translates complex technical concepts into clear compelling narratives for non-technical stakeholders.
  • Leverages automation and AI-enabled tools to improve the efficiency consistency and quality of technical sales materials and responses.
Requirements
  • Bachelors degree in Business Computer Science Engineering or a related field or equivalent practical experience
  • 5 years of experience in Sales Engineering Solutions Consulting or similar client-facing technical roles
  • Experience supporting financial services fintech or insurance customers preferred
  • Strong understanding of SaaS platforms APIs and system integrations
  • Familiarity with security compliance and regulatory considerations in enterprise environments
  • Excellent presentation communication and stakeholder engagement skills
  • Ability to operate autonomously while partnering effectively with Sales and cross-functional teams
  • Strong problem-solving skills and sound technical judgment
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
  • Paid parental leave & Backup Care
  • Tuition reimbursement
  • Employee Resource Groups (ERGs)

Base salary is onecomponentof total compensation. Employees may also be eligible for an annual bonus or commission. Some roles may also be eligible for overtime pay. The aboverepresentsthe expected base compensation range for this job requisition.Ultimately indeterminingyour paywellconsider many factors including but not limited to skills experience qualifications geographic location and other job-related factors.

Base Compensation Range
$125000$145000 USD

InvoiceCloud is committed to providing equal employment opportunities to all employees and applicants. We do not tolerate discrimination or harassment of any kind based on race color religion age sex nationality disability genetic information veteran or military status sexual orientation gender identity or expression or any other characteristic protected under applicable laws.

This commitment applies to all aspects of employment including recruitment hiring placement promotion termination layoff recall transfer leave compensation and training.

If you require a disability-related or religious accommodation during the application or recruitment process and wish to discuss possible adjustments please contact .

Click here to review InvoiceClouds Job Applicant Privacy Policy.

For recruitment agencies: InvoiceCloud does not accept unsolicited resumes from agencies. Please do not forward resumes to our job aliases employees or any other company location. InvoiceCloud is not responsible for any fees associated with unsolicited submissions.


Required Experience:

IC

About InvoiceCloud:InvoiceCloud is a fast-growing fintech leader recognized with 20 major awards in 2025 including USA TODAY and Boston Globe Top Workplaces multiple SaaS Awards wins for Best Solution for Finance and FinTech and national customer service honors from Stevie and the Business Intellige...
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Invoice Cloud provides simple online electronic bill payment solutions that improve customer engagement and increase e-payment adoption. Schedule A Demo Today.

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