Now Hiring - Vrgl Inc. - Sales Engineer in Dallas, TX

Full description of the position

About VRGL

VRGL is a high-growth software and data analytics company serving the wealth management industry. Its products and services revolutionize the way RIAs and wealth managers attract and grow revenue through client acquisition by quantitatively assessing a client’s current investment portfolio with where it could be if they transitioned to a new wealth management organization. This immediate transparency allows financial advisors, wealth managers and anyone with brokerage and custodial statements to instantly extract data and quantify what a change means to them. Through VRGL’s “5 Pillars,” a financial advisor can quickly help a prospective client identify the advantage of a switch. No more steak dinners and golf outings over years to develop a relationship, go straight to the heart of why they are talking to you. Value Add.

Job Description

• As a Sales Engineer, you are a key technical resource throughout our sales process, leading client presentations and discovery sessions with prospective customers to help deliver the value of VRGL.
• You will bring extensive knowledge of implementing financial software to help our existing clients and their prospects contextualize the VRGL product fit
• Sales Engineers work cross-functionally to collaborate with our Sales Reps, Client Success, Product, and Data teams to ensure our team and prospective clients are abreast on the product development, workflows, and use cases at VRGL.
• Tactical objectives include collaborating with a variety of existing clients, channel partners, and their prospects, to provide an in-depth understanding of VRGL’s product advantages and capabilities
• Strategically, you will assist in building out resources for the sales team to institutionalize the knowledge for our current and future sales reps
• Assist our sales team with the completion of RFPs & RFIs
• Advise firms periodically on technical matters to optimize, upsell services and products; navigate product roadmap
• Highlight and communicate the differentiating benefits of the VRGL solution vs. the competition by demonstrating knowledge of the VRGL application, client workflows, and financial industry domain
• Support the sales effort with “Proof of Concepts”
• Understand prospective clients' key business requirements, load client data, and design custom demo environments to help clients conceptualize their future VRGL’s experience or optimize the existing one

Position Requirements

• 3-5 years of demonstrated experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience, and financial platforms
• Worked at prior SaaS companies in similar roles such as deployments, product, engineering
• Knowledge of modern software architecture
• Effective oral and written communicator with the ability to work with members at all levels of an organization, both internally and externally
• Ability to multi-task and track processes and work for numerous prospective clients
• Ability to lead complex projects, relationships, and timelines
• Flexible to travel on short notice (25%)

VRGL is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind:

VRGL does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service or other non-merit factor.

Job Type: Full-time

Schedule:

• Monday to Friday

Supplemental pay types:

• Commission pay

Work Location: Remote