# Sales Solutions Engineer - Associate

**Company**: iCapital
**Location**: Des Moines, IA
**Work arrangement**: hybrid
**Job type**: full-time
**Salary**: $75,000 to $95,000
**Category**: Sales
**Industry**: Finance

**Apply**: https://job-boards.greenhouse.io/icapitalnetwork/jobs/8861304002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_28b2fe90-a1e

## Description

iCapital is looking for a Sales Solutions Engineer to join the Annuities Platform team. This role serves as the primary technical advisor and solution consultant for annuities platform and products throughout the sales cycle.

Responsibilities:

- Partner with Sales teams, prospects, and clients to understand business objectives, technical requirements, workflows, and implementation goals.

- Lead discovery sessions and requirements gathering activities to define business processes, integrations, data requirements, risks, dependencies, and solution objectives.

- Design and recommend scalable solutions that align client needs with products and services.

- Deliver tailored product demonstrations, presentations, and solution workshops.

- Collaborate with the Product, Engineering, and Professional Services teams to validate solution designs.

- Support development of RFP and RFI responses, Statements of Work (SOWs), implementation estimates, technical documentation, and client-facing proposals.

- Ensure a seamless transition from sales to implementation.

- Build and maintain strong relationships with prospects, clients, and internal stakeholders.

- Contribute to sales enablement materials, best practices, training content, and knowledge-sharing initiatives.

- Maintain expertise in insurance and financial services technology, industry trends, APIs, integrations, enterprise architecture, and emerging technologies.

- Represent the organization at client meetings, industry events, and solution workshops.

Qualifications:

- 2+ years of experience within insurance, annuity or wealth management, or financial services.

- 2+ years of experience partnering with sales, product, engineering, and professional services teams.

- 2+ years of experience in technical sales, requirements documentation, client-facing software demonstrations, presentations, and solution consulting.

- Strong written, verbal, and presentation communication skills.

- Experience with APIs, web services, data integrations, single sign-on (SSO), and enterprise system architecture.

- Familiar with Salesforce CRM and Microsoft 365 applications.

Benefits: The base salary range for this role is $75,000 to $95,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare, parental leave, and unlimited paid time off (PTO).

## Skills

### Required
- technical sales
- requirements documentation
- client-facing software demonstrations
- APIs
- web services
- data integrations
- single sign-on (SSO)
- enterprise system architecture
- Salesforce CRM
- Microsoft 365

### Nice to have
- ACORD standards
- insurance data models
- industry integration frameworks
- insurance and annuity new business processing workflows
- Life and Annuity automated Order Entry platforms

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/icapitalnetwork/jobs/8861304002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)