Sales Engineer

Posted 16 Days Ago
Hiring Remotely in USA
Remote
Junior
Software • Automation
The Role
The Sales Engineer will present SafeSend ONE products, provide technical support to sales teams, and assist in client success initiatives. This role requires excellent communication skills and a strong understanding of technology in the tax and accounting sectors.
Summary Generated by Built In

About SafeSend 

 At SafeSend, we are automating the tax and accounting profession with innovative, emerging technologies. We help accounting firms and tax practitioners work more efficiently and better serve their clients. We are driven by our vision and are always on the lookout for talented, team-oriented people who want to help us continue to push forward. Join us and work in an exciting environment, with some of the brightest and most creative people in technology! 


Opportunity Overview

The Sales Engineer will engage customers and prospective customers on the innovative and award-winning SafeSend ONE product line. The ideal candidate enjoys giving presentations, demos, and webinars – both virtual and in-person – on software and technology features, capabilities, and benefits, and thrives in a dynamic and fast-paced environment. Having a passion for helping people and for being a change catalyst who takes pride in shifting the mindset of technology laggards to being more progressive and tech-savvy is a must.

Responsibilities

  • Following onboarding and training, become an expert with our market-leading SafeSend Suite offering.
  • Provide customers, prospects, and sales reps with SafeSend ONE technical product advice and demonstrations via on-site or virtual demonstrations, or at meetings, sales seminars, webinars, trade shows, or conferences.
  • Partner with our SafeSend ONE Sales reps and provide pre and post-sales support to advance a sales cycle, secure a new sale, or preserve a sale.
  • Assist with Client Success efforts to drive higher usage and adoption of SafeSend ONE in firms currently using the solution.
  • Handle SafeSend ONE technical questions and more in-depth workflow analysis and product fit questions from prospects and customers.
  • Understand how SafeSend ONE is used in tax practices to the degree to which you can assess the applicability of SafeSend ONE to prospects, and how firms will benefit and realize ROI after implementation.
  • Provide internal training on SafeSend ONE to various groups including Sales, Client Success, and Support.
  • Keep abreast of industry and technology trends and monitor and evaluate rival offerings and the overall competitive landscape.
  • Be a resource for Product Development and others regarding SafeSend ONE new feature prioritization, overall product roadmap, and general customer sentiment.
  • Assist in creating SafeSend ONE customer and prospective customer-facing content including training materials, product support content, and sales and marketing collateral.

Qualifications / Skills

  • 2+ years of experience as a technical product presenter, with strong effective listening, written, and oral communication skills.
  • A people-centric person who enjoys engaging others, problem solving, and being a trusted resource
  • Demonstrated ability and aptitude to learn new technology & to communicate and influence others with that knowledge, over the phone, in virtual meetings, and in person.
  • Proven ability to work collaboratively and cross-functionally, specifically in the areas of sales, operations, product and marketing teams.
  • A strength in organizational and time management skills, as well as the ability to manage multiple priorities at one time.
  • Knowledge of the Public Tax & Accounting industry preferred.
  • Cloud-based/SAAS technology experience, preferred

 Why join SafeSend?

We love serving our customers, making technology tools that help people, and being part of a vibrant organization that is team-oriented. These characteristics are part of the reason our flagship solution, SafeSend Returns® is a multi-year technology innovation award winner. We deliver on our promise to offer best-in-class software design and customer service.

We offer a competitive compensation and benefits package including a generous sales incentive plan, medical, dental, vision, life insurance, supplemental coverage options, company-matched 401 (k) plan and Section 125 plan. We provide an environment that encourages a healthy lifestyle promoting work/life balance and overall employee well-being.


Top Skills

Cloud-Based
SaaS
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The Company
HQ: Ann Arbor, Michigan
177 Employees
On-site Workplace
Year Founded: 2008

What We Do

SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive CPA firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable.

SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. Visit safesend.com to learn more about our digital solutions

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