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).