Sales Engineer

AgencyBloc • Cedar Falls, IA

1d • Remote

About The Position

AgencyBloc is seeking a Sales Engineer to serve as a technical partner in its sales process for its cloud-based agency management platform. Working closely with Account Executives and Account Managers, this role helps prospective customers understand how AgencyBloc’s Plus Suite—AMS+, Commissions+, Engage+, and Quote+—can address their operational needs. The Sales Engineer leads tailored product demonstrations, answers technical and functional questions, and translates prospect requirements into clear examples of platform capabilities. The role also supports proof-of-concept engagements and trials, communicates customer feedback to internal teams, and maintains sales engineering resources. It is positioned as an opportunity for someone early in their sales engineering career to grow within a SaaS company serving the life and health insurance industry.

Requirements

• 1–3 years of experience in sales engineering, solutions consulting, sales, customer success, or a related customer-facing or technical role.
• Strong presentation and communication skills, including the ability to explain technical concepts in plain language.
• Curiosity about how software solves business problems and comfort learning a new platform in depth.
• Ability to manage multiple priorities and work cross-functionally in a fast-paced environment.
• Comfort working independently in a remote environment while staying connected to a distributed team.
• Bachelor’s degree or equivalent practical experience.
• Applicants in the United States must have work authorization that does not now or in the future require visa sponsorship for employment authorization.

Nice To Haves

• Experience with SaaS products, CRMs, or agency/policy management systems.
• Familiarity with the insurance industry (life, health, or benefits), or willingness to become an expert in it.
• Experience responding to RFPs or security/compliance questionnaires.
• Familiarity with Salesforce, HubSpot, or similar sales platforms.

Responsibilities

• Partner with Account Executives and Account Managers throughout the sales cycle to understand prospect needs and deliver tailored product demonstrations of the AgencyBloc Plus Suite.
• Support sales conversations by uncovering prospects’ current workflows, pain points, and technical requirements.
• Serve as the primary technical resource during the sales process, answering questions about functionality, integrations, data security, and implementation.
• Build and customize demo environments to reflect a prospect’s or client’s specific use case.
• Support proof-of-concept engagements and trial periods so prospects can experience the platform’s value.
• Communicate technical concepts clearly to non-technical audiences, including agency owners and administrative staff.
• Liaise between Sales, Product, and Engineering, relaying prospect and customer feedback to help shape the product roadmap.
• Stay current on AgencyBloc’s product suite, the insurance agency management landscape, and competitive alternatives.
• Maintain and improve internal demo scripts, sales engineering playbooks, and technical sales collateral.

Benefits

• Competitive base salary plus performance-based bonus/commission structure.
• Health, dental, and vision insurance.
• 401(k) with company match.
• Flexible, remote-first work environment.
• Generous PTO and flexible scheduling.
• Half-day summer Fridays.
• Collaborative, mission-driven culture that values work-life balance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level