Workplace Solutions, Sales Solutions Architect

About JPMWS:
JPMWS serves over 2000 corporate clients from start-ups to multinational corporations managing nearly $370 billion in assets for 1.8 million employee participants. Our global team includes 600 professionals across 17 locations.

Role Overview:
The Sales Solutions Architect is a key member of the Sales Enablement team partnering with Field Sales to bridge technical expertise and sales strategy. This role drives successful client engagements streamlines sales processes and supports high-performing sales teams.

Key Responsibilities

Enterprise Sales Support

• Lead technical product demonstrations and proofs of concept for clients.
• Educate sales teams on industry changes in equity compensation and update related processes.
• Present system functionalities (Admin System Participant Experience Reporting) to clients and internal teams.
• Develop and maintain sales resources and training programs to improve sales cycle efficiency.
• Maintain process documentation and coordinate training for new or updated sales processes.
• Collaborate with regional sales teams for consistent process communication.
• Partner with Marketing to update client presentations proposals product videos and event materials.
• Provide consultative expertise to support sales efforts.

Product/Sales Liaison

• Review new product release notes to assess functionality and client impact.
• Support the Product Review Group (PRG) and contribute to sales process enhancements.
• Work with Product and CRM teams to create client-facing roadmaps and release notes.
• Coordinate training for Sales teams on new product features and sales strategies.
• Communicate market insights to the product team and strategize on product updates.

Financial Reporting

• Serve as the consultative expert for product demos helping clients align their plans with product capabilities.
• Act as the financial reporting expert for ASC 718 and IFRS 2 requirements.

Requests for Proposal (RFP)

• Liaise between RFP and Sales teams assisting with proposal assessments and crafting tailored solutions.
• Review and ensure proposals meet client requirements.
• Draft specialized responses requiring in-depth sales team knowledge.

Required Qualifications

• Bachelors degree in Business Finance or related field.
• Proven experience in sales engineering sales enablement or similar roles.
• 5 years of equity compensation experience.
• Expertise in financial reporting (ASC 718 IFRS 2).
• Strong leadership and team management skills.
• Excellent communication and collaboration abilities.
• Deep understanding of sales processes and technical product knowledge.
• Demonstrated ability to drive process improvement and training initiatives.
• Experience with proposal development and client presentations.
• Proficiency in CRM and sales enablement tools.