Sales Engineer, Insurance

InvoiceCloud•Boston, MA

About The Position

InvoiceCloud is a fast-growing fintech leader recognized with 20 major awards in 2025, including USA TODAY and Boston Globe Top Workplaces, multiple SaaS Awards wins for Best Solution for Finance and FinTech, and national customer service honors from Stevie and the Business Intelligence Group. Judges also highlighted our mission to reduce digital exclusion and restore simplicity and dignity to how people pay for essential services, as well as our leadership in AI maturity and responsible innovation. It’s an award-winning, purpose-driven environment where top talent thrives. To learn more, visit InvoiceCloud.com . The Sales Engineer, Insurance is a key individual contributor within InvoiceCloud’s Financial Services organization, partnering closely with Sales to support revenue growth through technical expertise and consultative engagement. This role owns the technical aspects of the pre-sales process, helping prospective clients understand how InvoiceCloud’s platform aligns with their business, regulatory, and technical needs. The Sales Engineer delivers tailored product demonstrations, addresses integration, security, and compliance considerations, and supports RFPs, RFIs, and technical evaluations throughout active sales cycles. Acting as a trusted technical advisor, this role ensures customer questions and risks are addressed clearly and accurately, building confidence in InvoiceCloud’s solutions. Working cross-functionally with Sales, Product, and Implementation teams, the Sales Engineer helps maintain alignment from initial engagement through handoff, operating with autonomy, strong judgment, and clear communication to ensure a seamless and credible sales experience. Success Profile: This role is anchored in our company’s core competencies—These competencies reflect the mindsets and behaviors that define success in this role. We outline how each competency translates into real-world actions and outcomes specific to this role.

Requirements

Bachelor’s degree in Business, Computer Science, Engineering, or related field, or equivalent experience
5+ years of experience in Sales Engineering, Solutions Consulting, or similar client-facing technical roles
Strong understanding of SaaS platforms and API integrations
Excellent presentation and communication skills

Nice To Haves

Experience in financial services or fintech preferred

Responsibilities

Delivers tailored product demonstrations that clearly articulate InvoiceCloud’s value and accelerate deal progression
Supports revenue growth by providing timely, accurate technical input throughout the sales cycle
Assists in RFP and RFI responses to ensure competitive, technically sound submissions
Partners with prospective clients to understand business needs, technical environments, and compliance requirements
Aligns InvoiceCloud solutions to customer priorities within the financial services and insurance space
Addresses customer questions and concerns with a consultative, solutions-oriented approach
Owns technical aspects of the pre-sales process, including integrations, security, and compliance discussions
Acts as a liaison between Sales, Product, and Implementation teams to ensure seamless handoff and alignment
Proactively stays current on industry trends, competitors, and platform enhancements
Translates complex technical concepts into clear, compelling messaging for non-technical stakeholders
Leads customer-facing technical discussions with confidence and clarity
Leverages automation and AI-enabled tools to improve the efficiency and consistency of technical sales materials and responses