Sales Engineer

Sales EngineerPosition in Organization Reports to: Chief Revenue Officer Team: Revenue & GrowthLocation: Charlotte, North Carolina (hybrid working model, average 3 days per week in office requirement)Travel requirements: Reasonable amount expected for this role, to be on site with engaged prospects and support scoping of new clients.Purpose of the Role The Sales Engineer role bridges product, sales and customer needs by translating complex Insurtech capabilities into clear business value for prospective clients.The role supports the sales cycle through discovery, solution design, product demonstrations and technical validation — helping insurance carriers, brokers, MGAs, and partners understand how the platform improves underwriting, distribution, policy administration, claims, and customer experience.Key ResponsibilitiesDiscovery & Solution AlignmentPartner with Account Executives to lead discovery sessions with business and technical stakeholdersUnderstand client workflows, legacy systems, integration requirements, and regulatory considerationsMap customer challenges to product capabilities and define solution approachProduct DemonstrationsDeliver tailored product demonstrations aligned to insurance use casesConfigure demo environments and scenarios relevant to underwriting, claims, and distributionArticulate value for both business and technical audiencesTechnical ValidationSupport RFP/RFI responses and technical questionnairesProvide architecture guidance, integration approach, and data flow explanationsLead proof-of-concepts (POCs) and pilot engagementsSales Support & Deal StrategyShape solution strategy for complex dealsIdentify risks, dependencies, and implementation considerationsSupport value messaging and differentiation against competitorsCross-Functional CollaborationAct as feedback loop between sales, product, and engineeringInfluence roadmap through customer insightsContribute reusable demo assets, solution patterns, and documentationRequired Skills & ExpertiseStrong understanding of SaaS architecture and cloud platforms (e.g., Amazon Web Services, Microsoft Azure, Google Cloud)Familiarity with APIs, integrations, and data exchange patterns (REST, webhooks, middleware)Experience/understanding of insurance core systems (policy administration, claims, billing, underwriting)Ability to design solution architectures and explain technical concepts simplyExperience with CRM ecosystems (e.g., Salesforce) and Insurtech platformsExperience supporting RFP/RFI processesAbility to build demo narratives and technical storytellingBehavioral & Core SkillsStrong consultative mindset and business acumenExcellent presentation and facilitation skillsAbility to translate technical detail into business valueProblem-solving and structured thinkingExecutive communication capabilityCollaboration across sales, product, and engineeringPreferred ExperienceKnowledge of, and experience operating in, the life insurance marketMin 3 years in pre-sales, solutions consulting, sales engineering, or implementationExperience in Insurtech, insurance software, or enterprise SaaSExposure to US insurance carriers, brokers, or MGAsBackground in implementation, architecture, or business analysisExperience with enterprise integration patterns and data models