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Salary: USD 75,000 - 95,000 / annual
iCapital is hiring a Sales Solutions Engineer to join the Annuities Platform team. This role serves as the primary technical advisor and solution consultant throughout the sales cycle, partnering with prospects, clients, and internal teams to design solutions addressing complex business challenges.
You will combine technical expertise, business consulting, and relationship management to help clients understand, evaluate, and adopt iCapital solutions. Key responsibilities include:
• Partner with Sales teams, prospects, and clients to understand business objectives, technical requirements, workflows, and implementation goals, serving as a trusted advisor.
• Lead discovery sessions and requirements gathering to define business processes, integrations, data requirements, and solution objectives.
• Design and recommend scalable solutions that align client needs with products while ensuring technical feasibility.
• Deliver tailored product demonstrations, presentations, and solution workshops to both technical and non-technical audiences.
• Collaborate with Product, Engineering, and Professional Services teams to validate solution designs and implementation approaches.
• Support development of RFP/RFI responses, Statements of Work, implementation estimates, and client-facing proposals.
• Ensure seamless transition from sales to implementation by documenting requirements, assumptions, and providing knowledge transfer.
• Build and maintain strong relationships with prospects, clients, and internal stakeholders.
• Contribute to sales enablement materials, best practices, and training content.
• Maintain expertise in insurance and financial services technology, industry trends, APIs, integrations, and enterprise architecture.
• Represent the organization at client meetings and industry events.
The ideal candidate possesses strong technical acumen, industry knowledge, communication skills, and consultative selling experience. You will work in the Des Moines office Monday–Thursday with flexibility to work remotely on Friday.
QUALIFICATIONS:
• 2+ years of experience in insurance, annuity, wealth management, or financial services.
• 2+ years of experience partnering with sales, product, engineering, and professional services teams in a cross-functional environment.
• 2+ years of experience in technical sales, requirements documentation, client-facing software demonstrations, presentations, and solution consulting.
• Strong written, verbal, and presentation communication skills with ability to influence both technical and business audiences.
• Ability to translate complex technical concepts into clear business value for stakeholders.
• Experience with APIs, web services, data integrations, single sign-on (SSO), and enterprise system architecture.
• Familiarity with Salesforce CRM and Microsoft 365 applications.
• Preferred: Knowledge of ACORD standards, insurance data models, and industry integration frameworks.
• Preferred: Knowledge of insurance and annuity new business processing workflows.
• Preferred: Experience with Life and Annuity automated Order Entry platforms.
