Summary

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

Education and Experience

Knowledge, Skills and Other Abilities