Solution Engineer

Advisor360 • Needham, MA

94d • $151,000 - $166,000

About The Position

We are looking for a Solutions Engineer to join our growing go-to-market team. In this role, you’ll partner with Account Executives to help prospective clients understand how the Advisor360° platform solves their challenges, supports their workflows, and drives business outcomes. You’ll play a critical role throughout the sales process—from discovery and technical consultation to product demonstrations and RFP support. This is a great opportunity for a technically-minded professional with a background in SaaS and a passion for translating complex solutions into clear business value.

Requirements

• 3–5 years of experience in Sales Engineering, Solution Consulting, or a technical client-facing role within a B2B SaaS environment specific to fintech, wealthtech or financial services.
• Strong communication and presentation skills with the ability to convey technical concepts to business users and executives.
• Experience supporting enterprise sales cycles, ideally with complex stakeholder groups.
• Understanding of SaaS architectures, APIs, and data integration principles.
• Ability to manage multiple priorities in a fast-paced environment with cross-functional collaboration.
• Familiarity with CRM tools like Salesforce and collaboration tools like Slack, Zoom, or Notion.

Nice To Haves

• Knowledge of reporting systems, compliance workflows, or advisor platforms is a plus.

Responsibilities

• Partner with the sales team to support discovery conversations, identify customer needs, and shape solution strategies.
• Deliver compelling and tailored product demonstrations to technical and non-technical stakeholders.
• Translate client requirements into solution configurations using the Advisor360° platform.
• Collaborate with Product, Engineering, and Client Services teams to ensure technical feasibility and alignment.
• Contribute to RFP responses, solution documentation, and demo environment setup.
• Serve as a subject matter expert on platform capabilities, integrations, APIs, and security protocols.
• Maintain strong understanding of industry trends, client workflows, and the competitive landscape.

Benefits

• We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company.
• We offer comprehensive health benefits, including dental, life, and disability insurance.
• We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees