Director, Sales Engineering

Job Description

REQUIREMENTS

• Bachelor’s degree in Business, Information Systems, Computer Science, Engineering or a related field.
• Minimum 8 years of experience in Sales Engineering, Solutions Engineering, Solution Consulting, Technical Pre-Sales or related customer-facing technical roles.
• Demonstrated success supporting enterprise SaaS, fintech, payments, or technology sales organizations.
• Experience leading technical discovery, solution demonstrations, proof-of-concepts, and customer workshops.
• Strong understanding of SaaS architecture, APIs, integrations, cloud technologies, and enterprise software ecosystems.
• Experience responding to RFPs, security reviews, technical due diligence requests, and procurement activities.
• Strong presentation, communication, and consultative selling skills.
• Proven ability to influence executive stakeholders and technical decision-makers.
• Experience collaborating across Sales, Product, Engineering, Customer Success, and Operations teams.
• Ability to manage multiple priorities and complex opportunities simultaneously.

RESPONSIBILITES

Results-Driven

• Lead technical discovery across strategic and complex sales opportunities, ensuring the team understands prospective customers’ business objectives, operational challenges, integration requirements, and success criteria.
• Guide the design and delivery of compelling solution demonstrations, presentations, workshops, and technical proposals that clearly articulate InvoiceCloud’s value proposition and strengthen deal outcomes.
• Partner with Account Executives and Sales leadership to mature our selling motion at all segments, advance complex opportunities, address technical objections, and drive successful deal outcomes.
• Develop and guide executive-level business and technical recommendations that align customer requirements with our client’s capabilities and strategic objectives.

Drives Efficiency

• Establish and scale reusable solution assets, demo environments, technical documentation, response libraries, and best practices that improve Sales Engineering effectiveness and consistency.
• Partner with Product, Engineering, Customer Success, and Sales teams to streamline technical evaluation processes and improve customer engagement experiences.
• Analyze recurring customer requirements and market trends to identify opportunities for process improvements, product enhancements, and scalable solution approaches.
• Lead responsible adoption of AI-enabled productivity and Sales Engineering tools to improve technical content development, solution preparation, and sales-cycle efficiency while maintaining appropriate validation and governance standards.

Takes Ownership

• Provide leadership and accountability for strategic and complex technical sales opportunities from qualification through contract execution, ensuring appropriate Sales Engineering resources, expertise, and support.
• Build and maintain deep organizational expertise in our client’s products, integrations, payment ecosystems, security controls, compliance requirements, and industry trends.
• Ensure high-quality responses to technical sections of RFPs, RFIs, security questionnaires, architecture reviews, and customer due-diligence activities.
• Lead, coach, and develop Sales Engineers while sharing knowledge, best practices, competitive intelligence, and customer insights that strengthen individual and team performance.

Communicates Effectively

• Establish clear communication and alignment across Sales Engineering, Sales, Product, Engineering, Customer Success, and Operations to support complex opportunities and broader organizational priorities.
• Influence executive stakeholders and technical decision-makers by translating complex technical capabilities, trade-offs, and customer requirements into clear business recommendations.
• Set expectations and provide clear direction to Sales Engineering team members while ensuring priorities, decisions, risks, and customer requirements are understood.
• Represent Sales Engineering as a trusted partner in cross-functional and customer-facing discussions, reconciling stakeholder perspectives and communicating recommendations that support business outcomes.

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