Tax Demo Engineer/Sales Engineer

Posted 11 Days Ago
Hiring Remotely in United States
Remote
Mid level
Information Technology • Professional Services • Software • Financial Services
The Role
The Demo Engineer will deliver product demonstrations of a Workflow Automation AI SaaS platform to CPA firms, showcasing its features and benefits, collaborating with teams, and providing technical insights.
Summary Generated by Built In

Position Overview:
We are seeking a skilled and enthusiastic Demo Engineer to join our team. The Demo Engineer will be responsible for delivering engaging and informative product demonstrations of our Workflow Automation AI SaaS platform to potential clients, especially within CPA firms, along with partners and internal teams. The ideal candidate will possess a strong technical background, excellent communication skills, and a passion for showcasing innovative solutions tailored to the needs of CPA firms.

Key Responsibilities:

  • Conduct compelling product demonstrations tailored to the specific needs of CPA firms, showcasing how our platform optimizes workflows and improves compliance.
  • Collaborate with sales, marketing, and product teams to understand the unique requirements of CPA firms and highlight relevant features.
  • Prepare demo environments, configure software, and create custom use cases to demonstrate value propositions for accounting and CPA professionals.
  • Provide technical insights and answer complex questions during demos.
  • Gather feedback from demos to inform product improvements and customer needs.
  • Develop demo scripts, presentation materials, and training content focused on CPA firm use cases.
  • Stay up-to-date with the latest product features, industry trends, and competitive landscape within accounting and CPA sectors.
  • Assist in onboarding and training sales teams on demo best practices, emphasizing CPA-specific solutions.

Qualifications:

  • Bachelor’s degree in Computer Science, Accounting, Business, or a related field.
  • Proven experience in product demonstration, technical sales, or pre-sales engineering.
  • Strong understanding of SaaS platforms, workflow automation, and AI technologies.
  • Deep understanding of CPA firms’ workflows, compliance requirements, and pain points.
  • Excellent communication, presentation, and interpersonal skills.
  • Ability to troubleshoot technical issues and demonstrate solutions effectively.
  • Experience with CRM and demo scheduling tools is a plus.
  • Self-motivated with excellent organizational skills

“We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, s ex, s exual orientation, gender identity, national origin, veteran or disability status.”

Top Skills

AI
CRM
SaaS
Workflow Automation
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The Company
HQ: Franklin, Tennessee
57 Employees
Year Founded: 2019

What We Do

HubSync is a cutting-edge tax & accounting technology platform founded by a team of veteran professionals who are passionate about modernizing accounting technology. Frustrated with the limitations of traditional tax & accounting preparation systems, the HubSync team has reimagined the experience from the "outside in" for clients and the "inside out" to dramatically improve CPA productivity.

By automating the entire process from beginning to end, HubSync eliminates the need for manual input and outdated systems. The platform dynamically brings all your work to your fingertips in one fully customized view, providing a single place for everything you need. It is designed to be fully customizable to suit your firm's unique needs.

Led by a team with decades of tax & accounting experience, HubSync is well-equipped to tackle the challenges in the current tax and accounting technology space. To learn more about how HubSync can revolutionize and automate your workflow, visit hubsync.com and book a demo today. Experience firsthand how this innovative solution can transform your processes and enhance productivity for your firm.

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