At Qualtrics, our mission is to make business more human.

Principal Solution Engineer - Financial Services

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Employer Provided Salary: 149,500-177,500 Annually
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<p>At Qualtrics, we create software the world’s best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform—we are the creators and stewards of the Experience Management category, serving over 18K clients globally. Building a category takes grit, determination, and a disdain for convention—but most of all, it requires close-knit, high-functioning teams with an unwavering dedication to serving our customers.</p><p>When you join one of our teams, you’ll be part of a nimble group empowered to set aggressive goals and move fast to achieve them. Strategic risks are encouraged, and complex problems are solved together by passing the mic and iterating until the best solution comes to light. You won’t have to look to find growth opportunities—ready or not, they’ll find you. From retail to government to healthcare, we’re on a mission to bring humanity, connection, and empathy back to business. Join over 5,000 people globally who think that’s work worth doing.</p><br><p ><strong>Solution Engineer - Financial Services</strong></p><br><p><strong>Why We Have This Role</strong></p><p>Our presales organization is a group of highly driven individuals dedicated to closing experience gaps. The Financial Services team specializes in working with large, global banking and insurance customers to architect world-class experience management (XM) programs that drive a culture of action and create tangible business value.</p><br><p><strong>How You’ll Find Success</strong></p><p>This position is to be a Solution Engineer on the Financial Services Team. As an SE, your responsibilities will be to:</p><ul><li>Provide presales technical / functional support and solution strategy to prospective clients and customers while ensuring customer satisfaction.</li><li>Provide direction and specialist knowledge in applying the technology/application to the customers organization.</li><li>Develop and deliver high quality Qualtrics presentations and product demonstrations.</li><li>Present and articulate advanced product features and benefits, product future direction and overall Qualtrics solutions.</li><li>Design, validate, and present Qualtrics software solutions to include advanced product concepts, future direction, and 3rd party complementary services.</li><li>Effectively consult with management of customer organizations. Participates in sales planning and business development activities.</li><li>Develop and demonstrate moderately complex solutions.</li><li>Architect solutions and prototype solutions for customers.</li><li>Present and articulate Qualtrics product's strengths, relative to competitors.</li><li>Interact with development to enhance/refine Qualtrics products.</li></ul><br><p><strong>How You’ll Grow</strong></p><ul><li>Structured promotion process/auto promotion process</li><li>Career Action Planning with Manager</li><li>Qmobility (internal transfers)</li></ul><br><p><strong>Things You’ll Do</strong></p><ul><li>Provide exemplary pre-sales technical expertise through technical and product presentations, demonstrations, pilot implementations, and on-going sales consultation</li><li>Drive the adoption of Qualtrics solutions within strategic accounts, expanding usage across departments within the business. Translate product/technical features into value drivers.</li><li>Develop and maintain training materials, and deliver training to improve product knowledge and demo abilities of both inside and enterprise salespeople.<br>Build working knowledge of competing products and how to technically sell against them</li><li>Work collaboratively with Product Management, Marketing and Engineering during the development, launch and continuing refinement of existing and new Qualtrics products.</li><li>Respond to initial product requests and frame product issues for discussion and resolution with Product and Engineering teams</li><li>Become an expert in Qualtrics XM Platform and other Qualtrics products</li><li>Develop/maintain technical and business knowledge of industry directions and trends</li></ul><br><p><strong>What We’re Looking For On Your Resume</strong></p><ul><li>Minimum of 2 years of prior Sales or Technical experience with software in a SaaS/Cloud environment, working with C/VP level buyers</li><li>Experience working with Enterprise-level accounts within the financial services space.</li><li>High energy, self-starter comfortable with ambiguity in entrepreneurial environments.</li><li>Outstanding professional, sales, and technical capabilities; comfortable supporting both enterprise (field) and inside sales teams on targeted accounts</li><li>Ability to explain and resolve common technical aspects of SaaS software, including security, protocols for APIs, SLAs, email/communication specifications, etc.</li><li>Ability to see and present 'the big picture', architect solutions to solve customer problems, and uncover business challenges and develop custom solutions to solve them</li><li>Demonstrated excellent customer facing verbal and written communication skills: needs analysis, positioning, business justification, and closing techniques.</li><li>Possess "best of breed" functional sales experience that could be applied across an entire sales area in general or specific functional categories</li><li>Must be able to pivot to other system related tasks if and when needed. We wear lots of hats here at Qualtrics!</li><li>Undergraduate degree (E.g. Marketing, Business, Human Resources Management, Organizational Behavior, Organizational Leadership, Computer Science, Information Systems, Mathematics, Statistics, or other quantitative field. Strong academic performance.)</li><li>Legally authorized to work in United States</li><li>Travel required (Up to 25%)</li></ul><br><p><strong>Preferred Qualifications</strong></p><ul><li>Experience in HTML, CSS, JavaScript, SQL a plus</li><li>Previous work in Customer and/or Employee Experience software and systems, including pre or post-sales support</li><li>Qualtrics certified</li></ul><br><p><strong>What You Should Know About This Team</strong></p><p>The Qualtrics Solution Engineering team is known for its collaborative spirit, a strong desire to learn, and, most importantly, to positively impact the lives of our customers. Our mission is to support the sales team and Qualtrics in general in achieving their sales targets by conveying confidence to the customer and demonstrating the value of our technology. No challenge is too small for us, and often creativity is our best tool at work. We are a dynamic team that feels very comfortable in constantly changing environments.</p><br><p><strong>Our Team’s Favorite Perks and Benefits</strong></p><ul><li>100% Performance based promotions - not politics or tenure</li><li>Pension plan match</li><li>We offer private dental and health insurance</li><li>Qualtrics Experience Program - <strong> </strong>$1,800 gross per calendar year for an experience of your choosing (eligible after a year) - Some team members have chosen to use the bonus for vacations, concert or event tickets, or home improvement projects.</li><li>Wellness reimbursement - up to the value of $300<strong> </strong>per quarter can be reimbursed for a variety of wellness activities</li></ul><br><p><em>Qualtrics is an equal opportunity employer, meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic.</em></p><p><em>​​​​​Applicants in the United States of America have rights under Federal Employment Laws:</em><em> Family & Medical Leave Act</em><em>,</em><em> Equal Opportunity Employment</em><em>,</em><em> Employee Polygraph Protection Act</em></p><p><em>Qualtrics is committed to the inclusion of all qualified individuals. As part of this commitment, Qualtrics will ensure that persons with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, perform essential job functions, and/or receive other benefits and privileges of employment, please let your Qualtrics contact/recruiter know.</em></p><p><em>Qualtrics Work Experience - As we look to the future, we believe our teams are better together. Being together will help us learn more, grow faster and ultimately deliver better results for our customers and Qualtrics. Roles tied to an office location work 4 days per week in the office together and 1 day from home, with a strong spirit of flexibility around taking time for personal, health, and family moments in our work weeks. Our managers work with their teams to create a collaborative, engaged work environment, and arrangement that works for each of our team members.</em></p><p><em>Not finding a role that’s the right fit for now? Qualtrics Insiders is the one-stop shop for all things Qualtrics Life. Sign up for exclusive access to content created with you in mind and get the scoop on what we have going on at Qualtrics - upcoming events, behind the scenes stories from the team, interview tips, hot jobs, and more. No spam - we promise! You'll hear from us two times a month max with fresh, totally tailored info - so be sure to stay connected as you explore your best role and company fit.</em></p><div ><div ><div ><p><em>For full-time positions, </em>this pay range is for base per year; however, base pay offered may vary depending on location, job-related knowledge, education, skills, and experience. A sign-on bonus and restricted stock units may be included in an employment offer, in addition to a range of medical, financial, and other benefits, based on eligibility criteria.</p></div><div >Remote Annual Pay Transparency Range</div><div ><span>$149,500</span><span >—</span><span>$177,500 USD</span></div></div></div>

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What are Qualtrics Perks + Benefits

Qualtrics Benefits Overview

We recognize the importance of a benefit program that focuses on overarching wellness for our team and their families. By providing a robust program, we ensure that our teams can do their best work. This means we've built comprehensive benefit programs for our global teams, curating options to fulfill a wide range of needs and to provide an effective security net for both our team and their dependents.

We use a benefits survey to help shape our benefits programs around what’s important to our people. We listen and aim to create inclusive, equitable packages that support our employees and their well-being. Our benefits include "the usual" - health care options, dental, and vision - alongside strong 401k options and other options like legal services, dependent care FSA accounts, transit FSA accounts, and others. We also have some stars of the show - our global employee assistance program, the global wellness reimbursement, our global mental health benefit, a global benefit for adoption and surrogacy, and the experience bonus program.  

Partners with nonprofits
We go beyond partnering with nonprofits. For Qualtrics, 5 For the Fight is our company's core nonprofit focus. Discover the whole story at www.5ForTheFight.org. We're #AllIn until cancer gives in.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Quarterly engagement surveys
In-person all-hands meetings
Every Monday we host our company all-hands. In the offices, there's a breakfast or snack, and we broadcast for everyone who isn't in. Topics range from performance updates to customer visits.
In-person revenue kickoff
President's club
Flexible work schedule
Remote work program
Qualtrics team members can work in a different office for up to 2 weeks per year.
Documented equal pay policy
Dedicated diversity and inclusion staff
Mandated unconscious bias training
In 2020, we launched our global unconscious bias program. We aim to provide our employees with the tools to block and tackle the various types of biases that exist.
Diversity manifesto
Mean gender pay gap below 10%
Diversity employee resource groups
We have ERGS championing people with disabilities, LGBTQ+, Veterans, Underrepresented Minorities, and Women's Leadership Development.
Hiring practices that promote diversity
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Our Wellness program includes not only an employee assistance program but, starting in 2022, will also include a Wellness bonus that employees can use on services to support their overall wellbeing.
Mental health benefits
Transgender health care benefits
Abortion travel benefits
Financial & Retirement
401(K) matching
Company equity
Equity grants are considered annually based on performance and seniority level, and undergo annual refreshes.
Employee stock purchase plan
Performance bonus
Child Care & Parental Leave
Generous parental leave
Qualtrics's parental leave is 6 weeks for all parents. Birthing parents are given an additional 6-8 weeks and have the option to take 2 weeks off before delivery.
Family medical leave
Adoption Assistance
We reimburse up to $10000 for eligible adoption expenses and 6 weeks of paid leave for the parent who is taking the role as the primary caregiver.
Return-to-work program post parental leave
Company sponsored family events
Qualtrics has several events during the year that look to actively include our families, from the annual summer party to welcoming your family on-site for visits.
Fertility benefits
Vacation + Time Off
Generous PTO
Paid volunteer time
Paid holidays
Paid sick days
Qualtrics offers unlimited sick days, which covers not only the employee but immediate family members. Kids are sick? Stay home without burning your vacation days.
Flexible time off
Bereavement leave benefits
Office Perks
Commuter benefits
Company-sponsored outings
Free daily meals
We serve catered lunch every day!
Free snacks and drinks
Company-sponsored happy hours
Onsite office parking
Pet friendly
Recreational clubs
Relocation assistance
Fitness stipend
Qualtrics's Wellness Reimbursement is $300 per quarter for wellness activities including gym memberships, spa massages, workout equipment, meditation apps, and much more.
Home-office stipend for remote employees
Qualtrics's Work From Home Stipend is $750 for new employees to use in their first 45 days of employment.
Mother's room
Onsite gym
Professional Development
Job training & conferences
Lunch and learns
Promote from within
Mentorship program
Online course subscriptions available
Customized development tracks

Additional Perks + Benefits

We additionally cater snacks to the company all-hands meeting each week. You can expect to find semi-annual swag distributions (summer & winter), as well as swag giveaways in the offices. Our Benefits team has always looked to maximize our benefits. Our benefits packages and workspaces are always subject to revision—but only for the better.

On top of it all? We offer an annual "Experience Bonus" for our team to go and make an experience of their own one to remember. There's no better way to know how to deliver great experiences than by having one yourself.

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