Sales Engineer

Posted 19 Days Ago
Be an Early Applicant
3 Locations
In-Office or Remote
Mid level
Fintech
The Role
The Sales Engineer assists the sales team by conducting technical assessments, creating proposals, and demonstrating products to clients while addressing their business challenges.
Summary Generated by Built In

JOB TITLE: Sales Engineer 

DEPARTMENT: Enterprise Solutions

REPORTS TO: Sr. Director of Sales Operations

SUPERVISORY RESPONSIBILITIES: No direct supervisory, leadership or mentoring responsibilities.

JOB LOCATION: Detroit, Cleveland or U.S. based remote

TRAVEL: This position requires 50% travel to customer sites throughout North America.

SUMMARY OF POSITION: Position assists the sales team through strategic pre-sales, functional assessment, and technical scoping activities in order to achieve department sales targets. Responsible for understanding the client’s business challenges and technology environment to guide provision of the best possible solution to both business and technical audiences.

ESSENTIAL DUTIES & RESPONSIBILITIES:

  • Ability to independently conduct discovery of client business requirements (functional and technical needs) and apply relevant technology to address these.
  • Through understanding of customer’s requirements, match technology and professional services capabilities to develop an approach that can be translated into a proposal and statement of work and assist Account Executives in convincing clients to select this.
  • Review and actively participate in RFP technical reviews, assist with developing written responses, demonstrate OnBase and other technologies to underscore solution viability and fit, assist PS team with understanding of solution and any risks identified with potential project.
  • Proficiency in product demonstrations and orchestrating technical Q&A sessions.
  • Assist in scoping and driving Pilot and Proof of Concept environments when required for customer evaluations.

MINIMUM QUALIFICATIONS (EDUCATION AND EXPERIENCE):

  • Bachelor’s Degree in a technical discipline or equivalent work experience of 3-5 years’ experience as Software Solutions Consultant.
  • Minimum of 2 years’ experience in the Enterprise Content Management (ECM) industry, to include document imaging, document management, content management, advanced capture and Optical Character Recognition (OCR) technologies.
  • Experience understanding Government Agencies or Private Sector core business process and back-office functional processes, is a plus.

Not currently recruiting from California, Colorado, Connecticut, Maryland, Nevada, New Jersey, Ohio, Rhode Island, Washington, or New York

    Qualifications Education Required High School or better. Experience Required 3-5 yrs. experience as a Software Solutions Consultant. Minimum of 2 yrs of experience in the ECM industry. Equal Opportunity Employer
    This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

    Top Skills

    Enterprise Content Management (Ecm)
    Onbase
    Optical Character Recognition (Ocr)
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    The Company
    HQ: Nashville, TN
    150 Employees
    Year Founded: 2012

    What We Do

    i3 Verticals offers businesses with credit and debit card transaction processing services.

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