Sales Engineer

Reposted 6 Days Ago
Hiring Remotely in United States
Remote
Mid level
Artificial Intelligence • Fintech • Payments • Software • Consulting • Financial Services • Automation
Finance that flows
The Role
The Sales Engineer will collaborate with Account Executives to tailor demos, leverage understanding of prospects' workflows, and serve as a NetSuite subject matter expert during the sales process.
Summary Generated by Built In

Sales Engineer — Charted

Remote (U.S.) PST Preferred | Full-Time | Reports to VP of Sales and Customer Success


About Us

Charted, Inc. is a thriving NetSuite partner dedicated to elevating our customers' experiences through exceptional automation solutions and consulting services. Our product suite includes Charted: a NetSuite-native financial automation platform designed to significantly enhance NetSuite's out-of-the-box capabilities. Alongside our innovative products, we offer top-tier consulting services, partnering with our clients to ensure successful NetSuite implementations, optimizations, and ongoing support.

We are committed to building long-term partnerships with our customers, aiding their success from the ground up, starting with our team. At Charted, we are devoted to fostering an environment that enables our employees to achieve professional excellence. We provide ample training and development resources, uphold a diverse and inclusive workplace, offer a fully remote working environment, and ensure a healthy work-life balance, alongside various other wellness benefits and programs.


Why this role matters

We’re not looking for someone to bore prospects through feature tours. We’re looking for someone dynamic who gets NetSuite, understands how finance teams work, and can help prospects connect the dots between our solution and their specific challenges. This role sits at the intersection of product, sales, and customer value — and will play a critical part in helping us land new customers and expand existing ones.


You’ll be a great fit if you…

• Can break down complex financial workflows into clear, simple value stories

• Know your way around NetSuite (especially AP, PO’s, vendor records, etc.)

• Understand accounting principles and what matters to Controllers and CFOs

• Are comfortable doing pre-meeting research, asking smart questions, communicating why functionality matters and its impact, and ultimately adapting to each prospect’s unique setup

• Can tailor demos to different industries and company sizes — highlighting only what matters

• Are just as comfortable talking to a staff accountant as you are to an executive


What you’ll do

• Partner with Account Executives to tailor demos, chase down technical answers, and close deals

• Leverage deep understanding of each prospect’s current process and identify gaps we can fill

• Lead tailored product walkthroughs that focus on value, not features

• Collaborate cross-functionally with Product and Services teams to support unique use cases and provide actionable feedback to team.

• Help refine our demo environments, templates, and talk tracks by vertical

• Serve as a NetSuite and AP subject matter expert throughout the sales process

• Join calls with partners and bring technical depth to joint opportunities


What we’re looking for

• 3+ years experience in a Sales Engineering, Solution Consulting, Implementation, or NetSuite Admin role

• Hands-on NetSuite experience — especially in Finance/AP workflows

• Strong understanding of accounting principles (AP, 3-way match, GL, vendors, etc.)

• Experience supporting sales cycles or working closely with GTM teams

• Excellent communication and presentation skills — you know how to read the room and pivot when needed

• Bonus: experience working in or selling to industries like software/tech, manufacturing, distribution, nonprofit, or professional services


What success looks like in your first 6 months

• You're running your own demos with confidence by month 2

• You're a go-to resource for NetSuite knowledge on the sales team

• You’ve helped close deals by identifying hidden blockers and framing the right solution

• You’ve built or refined demo flows and documentation that make it easier to scale the team


Why SquareWorks?

• Private equity-backed, profitable, and growing fast

• Proven product that delivers tangible ROI and customer love

• Smart, low-ego team that values clarity, speed, and autonomy

• Remote-first, with strong team support and open access to leadership

• Competitive comp, great benefits, and the ability to make your mark early


We require that all SquareWorks team members:

• Focus on autonomous thinking and a proactive approach to customer relationships.

• Create high quality, clearly written documentation that explains work performed and solutions implemented.

• Maintain a commitment to highly responsive communication with our customers and team members.

• Interact with team members in such a way as to maintain a positive and collaborative atmosphere.

• Strive for continued personal growth; contribute in an ongoing and proactive way to the growth of Charted as a company.


Compensation & Benefits 

• Competitive compensation

• Competitive healthcare benefits

• Unlimited vacation

• Internet allowance

• Home office expense reimbursement

• 401(k) employer contributions

• Birthdays off

• Charitable contribution program


Interested?

We’d love to hear from you. Apply directly or reach out with a note on your experience with NetSuite and how you help prospects connect the dots between problems and solutions.

Top Skills

NetSuite

What the Team is Saying

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The Company
HQ: Boston, MA
72 Employees
Year Founded: 2016

What We Do

Charted clears the path for finance teams with AP Automation solutions built directly into your NetSuite environment—no integrations, no extra systems. Gain real-time clarity on every invoice, approval, and payment so you can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate your month-end close. Combine the power of your full NetSuite dataset with Charted built-in controls to manage the most complex approvals and workflows, producing results at scale. Backed by decades of NetSuite best practices and expertise, we enable multi-entity, multi-currency workflows to support your AP automation needs anywhere in the world.

Charted was born from years of hands-on implementation and consulting experience. With consulting roots and product strength, Charted is your one-stop-shop for everything NetSuite.

At Charted, we are devoted to fostering an environment that enables our employees to achieve professional excellence. We provide ample training and development resources, uphold a diverse and inclusive workplace, offer a fully remote working environment, and ensure a healthy work-life balance, alongside various other wellness benefits and programs.

Why Work With Us

Our company is unique because we prioritize innovation, teamwork, and collaboration to elevate customer experiences. We foster a culture where everyone’s voice is heard, supporting creativity and healthy work/life balance in a fully remote, diverse, and inclusive environment. If you're passionate about making an impact, join us!

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Charted, Inc. Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We are a remote company with an office location in Boston. We foster a flexible and collaborative environment, hosting two company-wide off-sites annually to connect, build relationships, and align on goals, ensuring a strong sense of community.

Typical time on-site: Not Specified
HQBoston, MA

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