• The Sales Engineer, Insurance delivers tailored product demonstrations that clearly articulate InvoiceCloud’s value and accelerate deal progression • Supports revenue growth by providing timely, accurate technical input throughout the sales cycle • Assists in RFP and RFI responses to ensure competitive, technically sound submissions • Partners with prospective clients to understand business needs, technical environments, and compliance requirements • Aligns InvoiceCloud solutions to customer priorities within the financial services and insurance space • Addresses customer questions and concerns with a consultative, solutions-oriented approach • Owns technical aspects of the pre-sales process, including integrations, security, and compliance discussions • Acts as a liaison between Sales, Product, and Implementation teams to ensure seamless handoff and alignment • Proactively stays current on industry trends, competitors, and platform enhancements • Translates complex technical concepts into clear, compelling messaging for non-technical stakeholders • Leads customer-facing technical discussions with confidence and clarity