Senior Sales Engineer (Pre-Sales) - Onevest : Job Details

Join to apply for the Sr. Solutions Consultant (Pre-Sales) role at OneVest

Continue with Google Continue with Google

3 days ago Be among the first 25 applicants

Join to apply for the Sr. Solutions Consultant (Pre-Sales) role at OneVest

OneVest is a fast-growing technology company on a mission to Power the World's Wealth by revolutionizing how financial institutions deliver wealth management services. We are an innovative team that thrives on creativity, collaboration, and the pursuit of excellence. We've been listed as one of Forbes's best start-up employers, and named on the WealthTech100 list for 2024. OneVest is backed by notable investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more. If you're passionate about finance, technology, and making a real impact, this is the perfect opportunity to be part of something big.We are seeking a Senior Solutions Consultant to join our team who will work closely with the sales team to provide technical expertise and support, and drive sales growth through client engagement and solution development.What you'll be doing:

• Provide technical expertise and support to the sales team to drive revenue growth
• Engage with clients to understand their technical needs and develop tailored solutions
• Partner with the sales team to identity and pursue new business opportunities
• Demonstrate OneVest's technology and platform capabilities to prospective clients
• Lead RFP/RFI response process, including the drafting of documentation, materials and any collateral required to support the sales engagement
• Collaborate with cross functional teams within OneVest, including product, technology, operations, and finance, to ensure client needs are met and exceed expectations

Must Haves:

• Bachelor's degree in Computer Science, Business, or a related field
• 7+ years of experience (wealth management tech experience preferred)
• Strong technical skills in finance or technology, with a deep understanding of wealth management, investment products, financial markets, and industry regulations
• Proven track record of achieving sales targets and driving revenue growth
• Excellent communication and presentation skills, with the ability to engage with clients and senior executives

What It's Like To Work With Us:

• Culture: It's fun, rewarding, fast-paced - and we build cool stuff, too!
• Vacation: 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year
• Flexibility: A flexible & hybrid working environment
• Health & Wellness: Comprehensive Group Health, Dental and Vision Benefit Plan right from the start
• Equity: Employee Stock Option Purchase Plan

Sound like a good fit? Apply today!Don't meet every single requirement? We encourage you to apply anyways. If you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we would still like to review your resume. You may be just the right candidate for this or other roles.OneVest is dedicated to fostering a diverse, equitable, and inclusive workplace. We encourage applications from individuals of all backgrounds, including those with visible and non-visible disabilities. If you require accommodations at any stage of the recruitment and selection process, please reach out to [email protected] and we'll be happy to support you.

Seniority level

• Seniority levelMid-Senior level

Employment type

• Employment typeFull-time

Job function

• Job functionConsulting, Information Technology, and Sales

Referrals increase your chances of interviewing at OneVest by 2x

Sign in to set job alerts for “Senior Solutions Consultant” roles.

Continue with Google Continue with Google

Continue with Google Continue with Google

New York, NY $60,000 - $69,000 2 weeks ago

New York, NY $100,000 - $110,000 4 months ago

USA Solutions Consultant, Hotels (EST or CST) (Remote)

New York, NY $186,000 - $200,000 3 days ago

Holmdel, NJ$75,000.00-$85,000.001 week ago

(Pre Sales) Cloud Solutions Architect with IOT and Industry 4.0 Experience - RemoteSolutions Architect, NTT Global AllianceDigital Solutions - Center of Excellence - Senior Consutlant ISenior Partner Solutions Architect, Atlassian Platform

New York, NY$133,800.00-$198,300.005 days ago

New York, NY$153,000.00-$221,500.001 week ago

New York, NY$130,000.00-$250,000.002 days ago

Alternative Legal Career: Field Solutions ConsultantSailpoint IdentityNow Solutions Architect Consultant (*Must have own tenant in IDN*)- 100% REMOTEPartner Solutions Architect - Cortex CloudSalesforce Solution Architect - Remote (Fulltime)Director, Field Solutions Architect - AI/Analytics

New York, NY $185,000 - $296,000 3 days ago

Principal Partner Solutions Architect, GSI

New York, NY $158,000 - $234,000 6 days ago

Consulting Field Solutions Architect - AI/Analytics

New York, NY $168,000 - $299,000 8 hours ago

Principal Partner Solutions Architect - GSI

New York, NY $147,900 - $219,100 1 week ago

New York, NY $135,000 - $155,000 3 days ago

Salesforce Solution Architect with Cloud

Jersey City, NJ $120,000 - $130,000 1 month ago

Software Solutions Architect (RapidScale)

New York, NY $52,800 - $189,200 2 weeks ago

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr