Solution Engineer

Solution Engineer Advisor
360 LLC
• Needham, MA, United States

At Advisor
360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we're trusted by some of the largest independent broker‑dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally.

We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management.

This role can be remote or hybrid onsite 3 days a week in our Needham, MA location.

We are looking for a Sales Engineer to join our growing go‑to‑market team. In this role, you’ll partner with Account Executives to help prospective clients understand how the Advisor
360° platform solves their challenges, supports their workflows, and drives business outcomes. You’ll play a critical role throughout the sales process—from discovery and technical consultation to product demonstrations and RFP support.

This is a great opportunity for a technically‑minded professional with a background in SaaS and a passion for translating complex solutions into clear business value. A background in financial services or fintech is a plus.

• Solution Strategy & Sales Enablement:
  Collaborate with the sales team to lead discovery conversations, identify client needs, and develop compelling solution strategies.
• Product Expertise & Demonstration:
  Deliver high‑impact, customized product demonstrations to both technical and non‑technical audiences.
• Configuration & Customization:
  Translate complex client requirements into practical solution configurations leveraging the Advisor
  360° platform.
• Cross‑functional
  
  Collaboration:
  
  Partner with Product, Engineering, and Client Solutions teams to ensure technical viability and successful solution alignment.
• Documentation & Support:
  Contribute to Request for Proposal (RFP) responses, solution documentation, and manage the demo environment setup.
• Subject Matter Expert:
  Serve as the internal and external expert on the platform’s capabilities, including integrations, APIs, and security protocols.
• Market Intelligence:
  Maintain a comprehensive understanding of the competitive landscape, industry trends, and typical client workflows.

• Experience:
  
  5+ years in enterprise consulting, solution architecture, or pre‑sales engineering, preferably in a SaaS or tech‑enabled services environment.
• Consulting Expertise:
  Deep understanding of business processes, operations, and workflow optimization.
• Technical Design:
  Proven ability to design data models and integrations (APIs, ETL processes), especially with systems such as CRMs, ERPs, OMSs, and Portfolio Management Systems.
• Documentation & Prototyping:
  Demonstrated skill in writing clear business and technical requirements and translating them into prototypes or Proofs of Concept (POCs).
• Implementation
  
  Skills:
  
  Hands‑on experience with configuring, testing, and iterating SaaS solutions.
• Sales Acumen:
  Strong enterprise sales presence, with the ability to build trust, influence stakeholders, and effectively support long sales cycles.
• Learning Agility: A fast learner who can quickly and confidently adapt to new industries and use cases.
• Work Ethic:
  Detail‑oriented, organized, and process‑driven, capable of managing multiple engagements concurrently with clarity.
• Communication:
  Strong executive presence with excellent verbal, written, and visual communication skills.

• Industry
  
  Experience:
  
  Prior experience in regulated industries, such as insurance or financial services.
• Technical Foundation:
  Strong ability to fluently discuss architecture, APIs, and integration patterns.
• Technical Proficiency:
  Fluent in SQL, advanced Excel skills ("wizardry"), or Python scripting. Experience with prompt engineering is a plus.
• Emerging Technologies:
  Familiarity with AI, Machine Learning (ML), and automation…