Solutions Engineer • Mid-Level

Who you are

You have a strong background in financial planning and analysis, with experience in product implementation and customer engagement. Your exceptional communication skills allow you to present complex solutions confidently to potential clients, ensuring they understand the value of the product. You are organized and capable of managing your time effectively, demonstrating ownership of your responsibilities and achievements. Your executive presence enables you to engage with stakeholders at all levels, making impactful decisions regarding opportunities and tasks. You thrive in a remote-first environment, collaborating with a diverse team to drive customer success and satisfaction.

What you'll do

In this role, you will conduct personalized product demonstrations and hands-on workshops to assist in the sales cycle, showcasing the capabilities of Drivetrain's financial planning platform. You will leverage your industry knowledge to provide insights and evidence of the benefits associated with the solutions presented to customers. Your ability to communicate effectively will be crucial as you work closely with clients to understand their needs and tailor solutions accordingly. You will also collaborate with internal teams to ensure a seamless implementation process, contributing to the overall success of the product and the satisfaction of our customers.

What we offer

Drivetrain provides a supportive and empowering work culture, where you can thrive and explore new ideas. As a remote-first company, we offer flexibility and autonomy, trusting our employees to deliver their best work from anywhere. You will have the opportunity to work with a talented team of professionals who are passionate about driving positive change and innovation in the financial planning space. We encourage you to apply even if your experience doesn't match every requirement, as we value diverse perspectives and backgrounds.