Assistant Technical Designer Jobs in Raleigh, NC

Job Summary:
Envestnet is transforming the way financial advice is delivered through its connected technology and asset management solutions. The Senior Sales Engineer will support the sales team by leading technical discovery, delivering product demonstrations, and translating client business requirements into effective technical solutions.
Responsibilities:
• Lead tailored product demonstrations for prospects and clients, clearly articulating product capabilities, value propositions, and enterprise use cases.
• Assist technical discovery sessions to gather and document client requirements and translate them into appropriate product solutions.
• Analyze customer technical specifications and recommend product configurations, implementation approaches, and estimated effort, timelines, and resources.
• Develop a strong understanding of client business models, operational needs, and growth strategies to effectively position product capabilities.
• Collaborate with Sales teams throughout the sales cycle to address technical questions, overcome objections, and support client decision-making.
• Assist in resolving complex client scenarios by partnering with internal teams and escalating issues when necessary.
• Create and deliver technical presentations, demonstrations, and supporting materials for prospects, clients, and internal sales teams.
• Review sales proposals and technical documentation to ensure alignment with client requirements and solution capabilities.
• Serve as a subject matter expert for the product suite and provide consultative guidance to internal stakeholders and sales teams.
• Maintain awareness of industry trends, emerging technologies, and competitor offerings to support effective product positioning.
• Provide feedback to Product teams on customer requirements, product gaps, and enhancement opportunities identified during client engagements.
• Coordinate and contribute to responses for Requests for Information (RFIs) and Requests for Proposals (RFPs).
• Develop and maintain reusable sales engineering assets, including demo environments, demo snippets, and technical enablement materials.
• Support cross-functional initiatives that impact sales messaging, product positioning, and go-to-market efforts.
• Contribute to process improvements and documentation that enhance Sales Engineering team efficiency and scalability.
• Serve as a technical resource for Sales team members and internal stakeholders throughout the sales process.
• Share knowledge and best practices across the Sales Engineering team to support team development and consistency in client engagements.
• Provide guidance and mentorship to junior team members as the team grows.
• Be a key contributor to the competitive intelligence library and product opportunities list.
• Adhere to and apply Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
• Understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
Qualifications:
Required:
• Bachelor’s degree in Marketing, Business Administration, Product Management, Computer Science, or a related field.
• 5+ years of experience in financial services or a related industry.
• 5+ years of experience in a client-facing, technical sales, sales engineering, product, or solutions role.
• Demonstrated ability to lead technical discussions with clients and translate business requirements into product solutions.
• Experience supporting complex client engagements in a consultative sales environment.
• Strong communication, interpersonal, presentation, and listening skills with the ability to engage both technical and non-technical audiences.
• Proven organizational, multitasking, and project coordination skills with the ability to manage multiple sales opportunities simultaneously.
• Proactive and motivated learner with a strong interest in developing deeper product, technical, and industry expertise.
• Ability to collaborate effectively across Sales, Product, and other internal teams to support successful client outcomes.
Company:
Envestnet provides integrated technology, intelligent data, and wealth solutions to registered investment advisors, banks, and dealers. Founded in 1999, the company is headquartered in Berwyn, USA, with a team of 1001-5000 employees. The company is currently Late Stage.