Senior Manager, Sales Engineering

At Advisor360°, 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.
What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do. 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. 
As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. 
Join us, and be part of a company that's not only moving fast—but making it count. 

We are looking for a Senior Manager, Sales Engineering to join our growing go-to-market team. In this pivotal leadership role, you will manage and mentor the Sales Engineering team, working closely with the Head of Solutions to define and implement strategic process frameworks and technology enhancements. You will ensure the team effectively partners with Account Executives to help prospective clients understand how the Advisor360° platform solves their challenges, supports their workflows, and drives business outcomes. This role is critical to scaling the Sales Engineering function to facilitate the rapid growth of the GTM organization.

This is a great opportunity for a technically-minded leader with a background in SaaS, a proven track record in pre-sales management, and a passion for translating complex solutions into clear business value while scaling an organization. A background in financial services or fintech is important.

• Team Leadership & Management: Recruit, manage, and mentor a high-performing team of Sales Engineers, fostering a culture of technical excellence and accountability.
• Process & Framework Development: Collaborate with the Head of Solutions to develop, standardize, and implement process frameworks, methodologies, and best practices for the Sales Engineering team to ensure quality and repeatable success.
• Technology & Enablement: Drive the strategy and implementation of technology enhancements, tools, and training necessary to facilitate the team's growth and effectiveness, including managing the demo environment setup and content.
• Solution Strategy & Sales Enablement: Oversee the team’s collaboration with Account Executives to lead discovery conversations, identify client needs, and develop compelling, commercially viable solution strategies for enterprise prospects.
• Product Expertise & Demonstration Oversight: Ensure the team delivers high-impact, customized product demonstrations to both technical and non-technical audiences, maintaining the highest standards of technical accuracy.
• Configuration & Customization Oversight: Provide senior oversight for translating complex client requirements into practical solution configurations leveraging the Advisor360° platform.
• Cross-functional Leadership: Act as a senior liaison, partnering with Product, Engineering, and Client Solutions teams to ensure technical viability and successful solution alignment, bridging GTM needs with product strategy.
• Documentation & Support Leadership: Direct the team’s contribution to high-quality Request for Proposal (RFP) responses and solution documentation.
• Subject Matter Expert: Serve as the most senior internal and external expert on the platform's capabilities, including integrations, APIs, and security protocols, and represent the team in executive-level client and internal meetings.
• Market Intelligence: Maintain a comprehensive understanding of the competitive landscape, industry trends, and typical client workflows, translating insights into actionable sales strategies and team training.

• Experience: 8+ years in enterprise consulting, solution architecture, or pre-sales engineering, preferably in a SaaS or tech-enabled services environment.
• Management Experience: 3+ years of demonstrated experience managing, mentoring, and leading technical pre-sales teams.
• Consulting Expertise: Deep understanding of business processes, operations, and workflow optimization, with proven ability to scale processes across a growing team.
• Technical Design: Proven ability to oversee and guide the design of data models and integrations (APIs, ETL processes), especially with systems such as CRMs, ERPs, OMSs, and Portfolio Management Systems.
• Documentation & Prototyping: Demonstrated skill in overseeing the writing of 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 and developing repeatable implementation models.
• Sales Acumen: Strong enterprise sales presence, with the ability to build trust, influence stakeholders, and effectively support long, complex sales cycles at the executive level.
• Learning Agility: A fast learner who can quickly and confidently adapt to new industries and use cases, and facilitate this learning across a team.
• Work Ethic: Detail-oriented, organized, and process-driven, capable of managing multiple team engagements concurrently with clarity and delegating effectively.
• Communication: Strong executive presence with excellent verbal, written, and visual communication skills.
• Preferred Qualifications
• • 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 concepts.
  • Cloud & Development: Understanding of cloud platforms (AWS, GCP, Azure) and modern software development workflows.
  • Passion: A genuine enthusiasm for technology and data, and for using both to drive superior business outcomes.

Why You’ll Love Working Here: 

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: Why You’ll Love Working With Us:   

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.  

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.   
 

The estimated base salary range for this position is $170,000-$185,000 + bonus & equity. 

Advisor360° provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications.

Additionally, Advisor360° leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360° reserves the right to modify this information at any time, subject to applicable law.

While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time.

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Advisor360 will only communicate with a job applicant directly from an @advisor360.com email address and will never conduct an interview in a chatroom forum. During an interview, Advisor360 will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.
Should you have any questions regarding the application process, please contact Advisor360 at [email protected]

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