About InvoiceCloud:

InvoiceCloud is a fast-growing fintech leader recognized with 20 major awards in 2025, including USA TODAY and Boston Globe Top Workplaces, multiple SaaS Awards wins for Best Solution for Finance and FinTech, and national customer service honors from Stevie and the Business Intelligence Group. Judges also highlighted our mission to reduce digital exclusion and restore simplicity and dignity to how people pay for essential services, as well as our leadership in AI maturity and responsible innovation. It’s an award-winning, purpose-driven environment where top talent thrives. To learn more, visit InvoiceCloud.com.

The Sales Engineer, Insurance is a key individual contributor withinInvoiceCloud’sFinancial Services organization, partnering closely with Sales to support revenue growth through technicalexpertiseand consultative engagement. This role owns the technical aspects of the pre-sales process, helping prospective clients understand howInvoiceCloud’splatform aligns with their business, regulatory, and technical needs.

The Sales Engineer delivers tailored product demonstrations, addresses integration, security, and compliance considerations, and supports RFPs, RFIs, and technical evaluations throughout active sales cycles. Acting as a trusted technical advisor, this role ensures customer questions and risks are addressed clearly and accurately, building confidence inInvoiceCloud’ssolutions.

Working cross-functionally with Sales, Product, and Implementation teams, the Sales Engineer helpsmaintainalignment frominitialengagement through handoff,operatingwith autonomy, strong judgment, and clear communication to ensure a seamless and credible sales experience.

Success Profile:

This role is anchored in our company’s core competencies—These competencies reflect the mindsets and behaviors that define success in this role. We outline how each competency translates into real-world actions and outcomes specific to this role.

Results Driven

Delivers tailored product demonstrations that clearly articulateInvoiceCloud’svalue and accelerate deal progression

Supports revenue growth by providingtimely,accuratetechnical input throughout the sales cycle

Assistsin RFP and RFI responses to ensure competitive, technically sound submissions

Customer Centric

Partners with prospective clients to understand business needs, technical environments, and compliance requirements

AlignsInvoiceCloudsolutions to customer priorities within the financial services and insurance space

Addresses customer questions and concerns with a consultative, solutions-oriented approach

Takes Ownership

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

Communication

Translates complex technical concepts into clear, compelling messaging for non-technical stakeholders

Leads customer-facing technical discussions with confidence and clarity

Leverages automation and AI-enabled tools to improve the efficiency and consistency of technical sales materials and responses

Requirements

Bachelor’s degree in Business, Computer Science, Engineering, or related field, or equivalent experience

5+ years of experience in Sales Engineering, Solutions Consulting, or similar client-facing technical roles

Experience in financial services or fintech preferred

Strong understanding of SaaS platforms and API integrations

Excellent presentation and communication skills

Benefits

We offer a competitive benefits program including:

Medical, dental, vision, life & disability insurance

401(k) plan with company match

Flexible Time Off (FTO), wellbeing days, paid holidays, and summer Fridays

Mental health resources and Employee Assistance Programs

Paid parental leave and backup care

Tuition reimbursement and professional development opportunities

Employee Resource Groups (ERGs)

A collaborative, inclusive culture built on innovation and excellence

Base salary is one

component

of total compensation. Employees may also be eligible for an annual bonus or commission. Some roles may also be eligible for overtime pay. The above

represents

the expected base compensation range for this job requisition.

Ultimately, in

determining

your pay,

we’ll

consider many factors including, but not limited to, skills, experience, qualifications, geographic location, and other job-related factors.

Base Compensation Range

$125,000

—

$145,000 USD

InvoiceCloud is committed to providing equal employment opportunities to all employees and applicants. We do not tolerate discrimination or harassment of any kind based on race, color, religion, age, sex, nationality, disability, genetic information, veteran or military status, sexual orientation, gender identity or expression, or any other characteristic protected under applicable laws.

This commitment applies to all aspects of employment, including recruitment, hiring, placement, promotion, termination, layoff, recall, transfer, leave, compensation, and training.

If you require a disability-related or religious accommodation during the application or recruitment process, and wish to discuss possible adjustments, please contact jobs@invoicecloud.com.

Click here to review InvoiceCloud’s Job Applicant Privacy Policy.

For recruitment agencies: InvoiceCloud does not accept unsolicited resumes from agencies. Please do not forward resumes to our job aliases, employees, or any other company location. InvoiceCloud is not responsible for any fees associated with unsolicited submissions.

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