Cloud Operations Suite Architect working with partners on virtualization and hybrid IT solutions. Delivering training, support, and conducting technical presentations to drive customer success.
About the role
- Senior Sales Engineer at Wealth.com leading technical validation for tax planning solutions. Engaging with RIAs and enterprises to demonstrate multi-state tax scenario modeling and strategic outcomes.
Responsibilities
- Expert Demonstrations: Lead deep-dive technical demonstrations of the Wealth.com platform, specifically highlighting multi-state tax scenario modeling, Quick Actions for tax strategies, and side-by-side comparisons.
- Technical Discovery: Conduct discovery sessions with prospective RIA and enterprise clients to understand their current tax planning workflows and identify how our AI SaaS solution can replace fragmented tools.
- Strategic Modeling: Help advisors visualize complex outcomes, such as the impact of Qualified Small Business Stock (QSBS), Roth conversions, and multi-generational gifting on their clients' estates.
- Technical Diligence: Manage the technical aspects of RFP/RFI responses and assist with security questionnaires for large-scale enterprise deployments.
- Product Feedback: Act as a bridge between the market and our product team, translating advisor feedback into actionable requirements for the next generation of tax and estate features.
Requirements
- 5+ years of experience in Sales Engineering, Solution Architecture, or advanced Tax Planning (CPA, EA, or JD/LLM strongly preferred).
- Tax Expertise: A solid background in tax planning for high-net-worth individuals.
- Proven track record of leading technical validation in complex B2B or Fintech sales cycles.
- Exceptional Presentation Skills: Ability to take a raw, complex client scenario and transform it into a compelling, clear technical vision.
- Adaptability: Comfortable in a high-growth environment with the ability to self-manage and pivot based on evolving product capabilities and market needs.
- Communication: Exceptional ability to explain complex tax and legal concepts in a clear, persuasive manner to both technical teams and business executives.
Benefits
- Competitive salary.
- Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year.
- Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
- 100% company-paid basic life insurance, short-term and long-term disability insurance.
- 100% paid parental leave upon eligibility.
- Company equity managed through Carta.
- 401k with match and 100% vesting upon hire.
- Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
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