Sales Engineer
GReminders is an award winning AI Powered End to End Meeting Management Platform built for Financial Professionals.
It is used by more than 5,000 Financial Advisors daily and approved by major Broker Dealers such as Osaic, Cetera, Cambridge and more.
GReminders is uniquely positioned in the market as the only full solution for the Meeting Lifecycle in our vertical with deep integrations to systems Financial Firms use everyday.
What we are looking for:
We need a "technical storyteller." You should be as comfortable discussing Salesforce Interaction Summary Objects and Webhook or API flows as you are presenting the business value of AI-automated workflows to a CEO.
You will partner with our Account Executives to lead technical discovery, handle complex demos, and navigate the rigorous security reviews required by larger financial institutions.
Your Responsibilities:
- Technical Discovery & Demos: Lead the technical portion of sales presentations. Beyond just showing features, you will build custom workflows and proofs-of-concept (POC) tailored to a firm’s specific tech stack (Redtail, Salesforce, Wealthbox, Dynamics, etc.).
- The "Integrations Expert": Deep-dive into how GReminders interacts with O365, various CRMs, financial planning and other workflow tools. You’ll help clients understand data mapping and synchronization logic.
- Security & Compliance Lead: Large firms have strict requirements. You will own the completion of Security Questionnaires (SOC2, etc.) and lead calls with IT/InfoSec teams to clear the path for procurement.
- Bridge to Product: Act as the voice of the customer for our Engineering team. You’ll translate enterprise requirements and "feature gaps" into actionable feedback for the product roadmap.
- Implementation Hand-off: Ensure a smooth transition from a closed deal to successful onboarding by documenting the technical requirements gathered during the sales cycle.
Qualifications:
- Experience: 3+ years of experience in Sales Engineering, Solutions Architecture, Product, Customer Success, or Technical Consulting, ideally within SaaS.
- Domain Expertise: Familiarity with the Financial Services landscape (Fintech) and the compliance requirements (FINRA, SEC, HIPAA) that govern it.
- Technical Skills: Strong understanding of API structures and Webhooks.
- Expert-level knowledge of Calendar protocols (Outlook/Exchange/Google).
- Experience with CRM architecture (Salesforce, Dynamics, Redtail, or Wealthbox is a huge plus).
- Communication: You can explain "how it works" to a non-technical person without losing the nuance, and you can hold your own in a room full of IT Architects.
- Problem Solver: You enjoy "hacking" together solutions to meet unique client needs using our existing automation tools and integrations.
What you’ll get:
- Competitive Salary + Commission
- Health Insurance + 401k
- Work from Anywhere, Just get it Done
- Open, Honest and Transparent Culture
- Come join us for a fabulous adventure!
To Apply please email to: [email protected]
(No Recruiters Please)
