At Qualtrics, we create software the world’s best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform—we are the creators and stewards of the Experience Management category, serving over 18K clients globally. Building a category takes grit, determination, and a disdain for convention—but most of all, it requires close-knit, high-functioning teams with an unwavering dedication to serving our customers.

When you join one of our teams, you’ll be part of a nimble group empowered to set aggressive goals and move fast to achieve them. Strategic risks are encouraged, and complex problems are solved together by passing the mic and iterating until the best solution comes to light. You won’t have to look to find growth opportunities—ready or not, they’ll find you. From retail to government to healthcare, we’re on a mission to bring humanity, connection, and empathy back to business. Join over 5,000 people globally who think that’s work worth doing.

Solution Engineer - Financial Services

Why We Have This Role

Our presales organization is a group of highly driven individuals dedicated to closing experience gaps. The Financial Services team specializes in working with large, global banking and insurance customers to architect world-class experience management (XM) programs that drive a culture of action and create tangible business value.

How You’ll Find Success

This position is to be a Solution Engineer on the Financial Services Team. As an SE, your responsibilities will be to:

• Provide presales technical / functional support and solution strategy to prospective clients and customers while ensuring customer satisfaction.
• Provide direction and specialist knowledge in applying the technology/application to the customers organization.
• Develop and deliver high quality Qualtrics presentations and product demonstrations.
• Present and articulate advanced product features and benefits, product future direction and overall Qualtrics solutions.
• Design, validate, and present Qualtrics software solutions to include advanced product concepts, future direction, and 3rd party complementary services.
• Effectively consult with management of customer organizations. Participates in sales planning and business development activities.
• Develop and demonstrate moderately complex solutions.
• Architect solutions and prototype solutions for customers.
• Present and articulate Qualtrics product's strengths, relative to competitors.
• Interact with development to enhance/refine Qualtrics products.

How You’ll Grow

• Structured promotion process/auto promotion process
• Career Action Planning with Manager
• Qmobility (internal transfers)

Things You’ll Do

• Provide exemplary pre-sales technical expertise through technical and product presentations, demonstrations, pilot implementations, and on-going sales consultation
• Drive the adoption of Qualtrics solutions within strategic accounts, expanding usage across departments within the business. Translate product/technical features into value drivers.
• Develop and maintain training materials, and deliver training to improve product knowledge and demo abilities of both inside and enterprise salespeople.
  Build working knowledge of competing products and how to technically sell against them
• Work collaboratively with Product Management, Marketing and Engineering during the development, launch and continuing refinement of existing and new Qualtrics products.
• Respond to initial product requests and frame product issues for discussion and resolution with Product and Engineering teams
• Become an expert in Qualtrics XM Platform and other Qualtrics products
• Develop/maintain technical and business knowledge of industry directions and trends

What We’re Looking For On Your Resume

• Minimum of 2 years of prior Sales or Technical experience with software in a SaaS/Cloud environment, working with C/VP level buyers
• Experience working with Enterprise-level accounts within the financial services space.
• High energy, self-starter comfortable with ambiguity in entrepreneurial environments.
• Outstanding professional, sales, and technical capabilities; comfortable supporting both enterprise (field) and inside sales teams on targeted accounts
• Ability to explain and resolve common technical aspects of SaaS software, including security, protocols for APIs, SLAs, email/communication specifications, etc.
• Ability to see and present 'the big picture', architect solutions to solve customer problems, and uncover business challenges and develop custom solutions to solve them
• Demonstrated excellent customer facing verbal and written communication skills: needs analysis, positioning, business justification, and closing techniques.
• Possess "best of breed" functional sales experience that could be applied across an entire sales area in general or specific functional categories
• Must be able to pivot to other system related tasks if and when needed. We wear lots of hats here at Qualtrics!
• Undergraduate degree (E.g. Marketing, Business, Human Resources Management, Organizational Behavior, Organizational Leadership, Computer Science, Information Systems, Mathematics, Statistics, or other quantitative field. Strong academic performance.)
• Legally authorized to work in United States
• Travel required (Up to 25%)

Preferred Qualifications

• Experience in HTML, CSS, JavaScript, SQL a plus
• Previous work in Customer and/or Employee Experience software and systems, including pre or post-sales support
• Qualtrics certified

What You Should Know About This Team

The Qualtrics Solution Engineering team is known for its collaborative spirit, a strong desire to learn, and, most importantly, to positively impact the lives of our customers. Our mission is to support the sales team and Qualtrics in general in achieving their sales targets by conveying confidence to the customer and demonstrating the value of our technology. No challenge is too small for us, and often creativity is our best tool at work. We are a dynamic team that feels very comfortable in constantly changing environments.

Our Team’s Favorite Perks and Benefits

• 100% Performance based promotions - not politics or tenure
• Pension plan match
• We offer private dental and health insurance
• Qualtrics Experience Program -  $1,800 gross per calendar year for an experience of your choosing (eligible after a year) - Some team members have chosen to use the bonus for vacations, concert or event tickets, or home improvement projects.
• Wellness reimbursement - up to the value of $300 per quarter can be reimbursed for a variety of wellness activities

Qualtrics is an equal opportunity employer, meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic.

​​​​​Applicants in the United States of America have rights under Federal Employment Laws: Family & Medical Leave Act, Equal Opportunity Employment, Employee Polygraph Protection Act

Qualtrics is committed to the inclusion of all qualified individuals. As part of this commitment, Qualtrics will ensure that persons with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, perform essential job functions, and/or receive other benefits and privileges of employment, please let your Qualtrics contact/recruiter know.

Qualtrics Work Experience - As we look to the future, we believe our teams are better together. Being together will help us learn more, grow faster and ultimately deliver better results for our customers and Qualtrics. Roles tied to an office location work 4 days per week in the office together and 1 day from home, with a strong spirit of flexibility around taking time for personal, health, and family moments in our work weeks. Our managers work with their teams to create a collaborative, engaged work environment, and arrangement that works for each of our team members.

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