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Senior Sales Engineer @Vestwell

[Hiring] Senior Sales Engineer @Vestwell

Mar 26, 2025 - Vestwell is hiring a remote Senior Sales Engineer. 💸 Salary: $90k - $100k. 📍Location: USA.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

The Sales Operations team at Vestwell is growing to meet the needs of our scaling organization, playing a critical role in driving our firm’s objectives forward. We are seeking a Senior Sales Engineer to develop and deploy scalable automation solutions that drive seamless sales execution and operational excellence.

  • Work closely with Sales Operations, Revenue Operations, Marketing, Product, and Sales Teams to implement automation solutions that streamline the sales cycle, opportunity funnel, lead ingestion and management, and improve outreach workflows.
  • Focus on reducing manual efforts, enhancing pipeline efficiency, and ensuring seamless integration across sales technology platforms.
  • Help Vestwell evolve its business and meet the demands of a growing organization with tech-oriented solutions.

What Will You Be Doing?

  • Opportunity Funnel Automation: Develop solutions to optimize lead-to-opportunity conversion and increase the velocity of sales.
  • Scaling Sales Support: Design automated workflows to assist sales teams with real-time data, CRM updates, and process simplification.
  • Reduce Manual Deal Operational Processes: Identify bottlenecks in opportunity process (proposals, portal creation, contracting, QCing) and implement automated solutions to streamline workflows and minimize manual intervention from support team.
  • Lead Ingestion & Outreach Automation: Iterate on current lead ingestion processes, further automate outreach sequences to improve engagement and speed-to-lead, and build scalable solutions to prevent leakage.
  • CRM & Tech Stack Optimization and Integration: Enhance Salesforce CRM capabilities with native features such as custom workflows and VR Rules, integrate advanced features such as Einstein Scoring and Bots, and ensure seamless integration with other sales technology platforms.
  • Cross-Functional Collaboration: Work with Revenue Operations, Product, Marketing and Sales to align automation strategies with business goals and enhance the end-to-end sales process.

Qualifications

  • 4+ years of experience in Sales Engineering, Sales Operations, or Revenue Operations with a focus on automation and process optimization.
  • Salesforce Admin or Developer Certification.
  • Expertise in CRM platforms (Salesforce preferred), including automation, integrations, and data management.
  • Experience with lead management, opportunity tracking, and sales engagement platforms (e.g., Salesloft, HubSpot, Salesforce, Orum, LeanData, Aircall, Slack Elevate).
  • Strong analytical skills with the ability to derive actionable insights from sales data.
  • Ability to design and implement scalable automation solutions to improve efficiency and accuracy.
  • Excellent problem-solving, communication, and collaboration skills.

Requirements

  • Experience with AI-driven sales automation tools.
  • Knowledge of SQL, Python, or API integrations.
  • Prior experience in a SaaS, fintech, or startup environment.
  • Familiarity with sales performance metrics and forecasting methodologies.

Benefits

  • Competitive health coverage and generous vacation offering.
  • Hybrid office policy with a bright, comfortable office in midtown Manhattan.
  • All necessary equipment provided for effective remote work.
  • Great 401(k) plan.

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Before You Apply
📍 Be aware of the location restriction for this remote position: USA
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Senior Sales Engineer @Vestwell
Sales / Business
Salary 💸 $90k - $100k
Remote Location
USA
Job Type full-time
Posted Mar 26, 2025
Apply for this position Unlock 54,506 Remote Jobs
📍 Be aware of the location restriction for this remote position: USA
Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
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