Job Description

CPA.com is seeking a dynamic and highly motivated and experienced Sales Engineer. The Sales Engineer will play a pivotal role in bridging the gap between our technical solutions and our clients’ needs, driving successful adoption of our products and services. The ideal candidate will possess a strong technical background, exceptional communication skills, and a proven track record in consultative selling.

Key Job Responsibilities include the following. Other duties may be assigned.

· Engage with accounting firms to understand their business requirements and challenges and provide expert guidance on how our technology solutions can address their specific needs.

· Conduct system design reviews for firms including tech stack usage and make optimization recommendations on both use & processes.

· Develop a deep understanding of CPA.com products and services, staying current on industry trends and advancements.

· Collaborate with product development team and/or technology partners to stay informed about new features and enhancements.

· Demonstrate a high level of technical proficiency to effectively communicate the value proposition of our solutions.

· Conduct “new logo” sales product demonstrations and presentations to showcase the technical capabilities of our offerings (i.e. Sage Intacct, BILL AP/AR, BILL Spend & Expense, etc.)

· Conduct firm client-facing product demonstrations and presentations

· Support the sales team in preparing proposals, technical documentation, and other materials required for the sales process.

· Participate in pre-sales activities, including responding to technical queries and addressing concerns.

Skill and Qualifications:

Bachelor’s degree in relevant technical field (e.g. Engineering, Computer Science) or equivalent experience
4+ years sales engineering experience
Passionate about technology and experienced in ERP systems with a deep understanding of Sage Intacct technology
Experience with FP&A platforms and other technology product integrations with Sage Intacct is a plus
Capable of comprehending a managed service design & methodology including implementation and onboarding process
Proficiency in presenting technical information to both technical and non-technical audiences
Ability to articulate complex technical concepts in a clear and concise manner
Ability to travel for work assignments
Strong presence and communication skills
Ability to work independently and collaboratively with cross-functional teams
Strong project management skills and ability to manage multiple projects simultaneously
Ability to work under tight deadlines, navigate competing priorities, and effectively adjust work plans to respond to emergent challenges or opportunities
Strong attention to detail and organized

Job Type: Full-time

Benefits: