Director, Sales Engineering (Presales) – Retirement & Pension
About The Position
The Director, Sales Engineering – Retirement & Pension is a hands-on leader and trusted advisor throughout the sales and modernization lifecycle. The role translates customer goals and requirements into solution strategies and compelling value stories for V3locity Retirement & Pension. Customers include public pension funds, Taft-Hartley plans, retirement organizations, and benefits-focused organizations. The position engages executive, business, technical, and procurement stakeholders and partners across Sales, Product, Delivery, Services, and Marketing. The Director leads and develops a Sales Engineering team while remaining directly involved in strategic pursuits, customer discovery, solution design, demonstrations, proposals, pricing, and finalist presentations. The role also supports modernization and expansion initiatives, product and go-to-market feedback, AI-enabled positioning and enablement, and industry events. The position is remote in the United States and requires approximately 40% regular travel, primarily within North America.
Requirements
- 10 or more years of experience in sales engineering, solution consulting, presales, enterprise software, business analysis, implementation consulting, or a related customer-facing role, including team leadership, management, and mentoring experience.
- Demonstrated ability to lead customer presentations, discovery sessions, workshops, and enterprise software demonstrations.
- Excellent written and verbal communication, facilitation, storytelling, and executive-presence skills.
- Expertise in pricing and estimates for SaaS, professional services, and post-production support models.
- Ability to understand complex requirements and explain technical or operational concepts in clear business language.
- Strong analytical, organizational, prioritization, and project-coordination skills.
- Ability to discuss solution fit, limitations, assumptions, risks, dependencies, and alternatives credibly and with sound judgment.
- Ability to work independently and coordinate effectively across Sales, Product, Delivery, Services, Marketing, Operations, and executive stakeholders.
- Demonstrated proficiency using AI and knowledge tools for analysis, research, content creation, and enablement, with judgment to validate outputs.
- High learning agility and genuine curiosity about customers, technology, retirement administration, data, workflow, and AI.
- Willingness and ability to travel regularly.
Nice To Haves
- Experience with public pensions, defined benefit or defined contribution plans, Taft-Hartley plans, retirement, benefits, insurance, or financial-services administration.
- Experience with government, public-sector, or enterprise RFPs and finalist evaluations.
- Knowledge of pension processes such as employer reporting, contributions, eligibility, retirement processing, benefit estimates, payments, member self-service, workflow, auditability, and reporting.
- Experience with SaaS platforms, cloud technology, APIs, integrations, data migration, workflow automation, analytics, digital self-service, or AI-enabled applications.
- Bachelor’s degree in Business, Engineering, Computer Science, Communications, or a related field; equivalent experience will be considered.
Responsibilities
- Lead customer discovery, workshops, solution-fit discussions, executive presentations, software demonstrations, finalist presentations, and onsite engagements.
- Lead and develop a team of Sales Engineers and maintain accountability for presales execution across pursuits.
- Own presales activities for complex pursuits, including pricing and estimates, demo configurations, RFP proposal reviews and submissions, and cross-functional coordination.
- Build customer-specific demo strategies, scripts, personas, scenarios, data, visuals, and supporting materials; coordinate environments, access, rehearsals, and issue resolution.
- Analyze RFP, RFQ, and RFx requirements and develop traceability matrices, solution-fit assessments, assumptions, exceptions, and customer-specific responses.
- Coordinate contributions across Product, Delivery, Services, Security, Operations, Sales, and subject-matter experts; explain standard functionality, configuration, customization, integration, services, and roadmap capabilities.
- Support V3locity modernization and expansion discussions with existing customers and capture customer needs, competitive observations, product gaps, and feature requests to inform product and go-to-market strategy.
- Support Intelligent V3locity positioning, AI-enabled requirements analysis, proposal development, research, and internal enablement.
- Contribute to conferences, speaking sessions, live labs, webinars, workshops, customer advisory engagements, and sales enablement.
- Manage multiple pursuits, proposals, demos, meetings, deadlines, dependencies, and stakeholder communications simultaneously.
- Travel regularly for customer meetings, finalist presentations, conferences, workshops, and onsite engagements.
- Adapt to evolving business needs, shifting priorities, new technologies, and projects that may extend beyond the initial scope.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
