About InvoiceCloud:
InvoiceCloud is a fast-growing fintech leader recognized with 20 major awards in 2025, including USA TODAY and Boston Globe Top Workplaces, multiple SaaS Awards wins for Best Solution for Finance and FinTech, and national customer service honors from Stevie and the Business Intelligence Group. Judges also highlighted our mission to reduce digital exclusion and restore simplicity and dignity to how people pay for essential services, as well as our leadership in AI maturity and responsible innovation. It’s an award-winning, purpose-driven environment where top talent thrives. To learn more, visit InvoiceCloud.com.
- Owns the technical aspects of the pre-sales lifecycle, including integrations, security, and compliance discussions.
- Acts as the primary technical liaison between Sales, Product, and Implementation teams to ensure alignment and smooth handoff.
- Takes accountability for accuracy, clarity, and completeness of technical information shared with prospective customers.
- Stays current on platform capabilities, industry trends, and competitive solutions within the insurance and financial services space.
- Delivers structured, repeatable product demonstrations tailored to customer needs and sales stage.
- Supports RFPs and RFIs with accurate, well-documented technical responses that reduce cycle time and rework.
- Partners with Sales to prioritize technical efforts based on deal value, urgency, and likelihood to close.
- Applies standardized assets, templates, and processes to streamline pre-sales execution.
- Accelerates deal progression by clearly articulating InvoiceCloud’s technical value and differentiation.
- Provides timely, accurate technical input throughout the sales cycle to support revenue growth.
- Helps mitigate technical risk and objection points to increase win rates and deal confidence.
- Supports successful deal closure by ensuring technical requirements are well understood prior to handoff.
- Partners with prospective clients to understand business workflows, technical environments, and compliance needs.
- Aligns InvoiceCloud solutions to customer priorities within the insurance and financial services ecosystem.
- Translates complex technical concepts into clear, compelling narratives for non-technical stakeholders.
- Leverages automation and AI-enabled tools to improve the efficiency, consistency, and quality of technical sales materials and responses.
- Bachelor’s degree in Business, Computer Science, Engineering, or a related field, or equivalent practical experience
- 5+ years of experience in Sales Engineering, Solutions Consulting, or similar client-facing technical roles
- Experience supporting financial services, fintech, or insurance customers preferred
- Strong understanding of SaaS platforms, APIs, and system integrations
- Familiarity with security, compliance, and regulatory considerations in enterprise environments
- Excellent presentation, communication, and stakeholder engagement skills
- Ability to operate autonomously while partnering effectively with Sales and cross-functional teams
- Strong problem-solving skills and sound technical judgment
We offer a competitive benefits program including:
- Medical, dental, vision, life & disability insurance
- 401(k) plan with company match
- Flexible Time Off (FTO), wellbeing days, paid holidays, and summer Fridays
- Mental health resources
- Paid parental leave & Backup Care
- Tuition reimbursement
- Employee Resource Groups (ERGs)
Base salary is one component of total compensation. Employees may also be eligible for an annual bonus or commission. Some roles may also be eligible for overtime pay. The above represents the expected base compensation range for this job requisition. Ultimately, in determining your pay, we’ll consider many factors including, but not limited to, skills, experience, qualifications, geographic location, and other job-related factors.
InvoiceCloud is committed to providing equal employment opportunities to all employees and applicants. We do not tolerate discrimination or harassment of any kind based on race, color, religion, age, sex, nationality, disability, genetic information, veteran or military status, sexual orientation, gender identity or expression, or any other characteristic protected under applicable laws.
This commitment applies to all aspects of employment, including recruitment, hiring, placement, promotion, termination, layoff, recall, transfer, leave, compensation, and training.
If you require a disability-related or religious accommodation during the application or recruitment process, and wish to discuss possible adjustments, please contact [email protected].
Click here to review InvoiceCloud’s Job Applicant Privacy Policy.
For recruitment agencies: InvoiceCloud does not accept unsolicited resumes from agencies. Please do not forward resumes to our job aliases, employees, or any other company location. InvoiceCloud is not responsible for any fees associated with unsolicited submissions.
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