Serves as the primary technical authority throughout enterprise sales cycles, supporting discovery, solution design, demonstrations, RFPs, scoping, and delivery estimates. Bridges Sales, Marketing, Partner IT, Product, and Engineering teams; evaluates integrations and technical compatibility; troubleshoots partner issues; and contributes to roadmap prioritization. Oversees technical documentation, integration roadmaps, implementation handoffs, and partner-facing knowledge resources. Requires SaaS or fintech sales engineering experience, integration expertise, and end-to-end onboarding ownership.
About the role:
The Technical Sales Engineer acts as a primary technical authority on sales calls and RFPs, informs scope, effort and delivery timelines for integrated solutions, performs live product demonstrations, and evaluates partner tech stacks and objectives for compatibility - while serving as the connective tissue between Sales, Marketing, Partner IT, and internal Product/Engineering teams to keep deals moving from discovery to go-live.
Key responsibilities:Complex Solution Selling
- Serve as the primary technical expert throughout the sales cycle - joining AM discovery calls and partner meetings when platform integrations or product delivery are on the agenda.
- Informs the solution design for primary product offerings (FSA SmartSpender, Email-as-a-Service (EaaS), DirectPay, and related integrations) and is the primary liaison between Product and Sales.
- Support pre-sales demos and RFP responses with technical accuracy.
- Develop and maintain technical proficiency in supported product offerings sufficient to run live solution demonstrations and articulate technical differentiation to enterprise partners.
- Provide a point of view on technical and process recommendations to partners and prospects, positioning solutions in terms of revenue impact, cost reduction, and partner satisfaction.
- Delivers technical scope, estimated effort, and delivery timelines to support sales up-selling, onboarding, and implementation needs.
Cross-Functional Leadership
- Acts as a key stakeholder alongside Product and Engineering across the deal lifecycle, providing sales and technical context that informs solution design decisions.
- Provide the connective tissue between AMs, Marketing/Creative, Partner IT teams, and internal Product/Engineering teams.
- Feed product feedback and integration friction points back to internal stakeholders, representing the partner's technical voice internally.
- Participate in prioritization and scoping of new features and services alongside Product and Engineering, ensuring partner and market feedback shapes the roadmap.
Technical Troubleshooting & Solution Design
- Maintain deep knowledge of partner tech stacks and proactively surface compatibility issues or upgrade impacts.
- Identify partner pain points and inform alternative technical or process solutions
- Works very closely with Product & Engineering teams to ensure new or modified integrations meet business requirements and that interface issues are documented and resolved before go-live.
Documentation & Enablement
- Oversee the production of technical scope documents and integration roadmaps that serve as the implementation handoff from sale to go-live.
- Partner with Product & Engineering to author supporting technical documentation - API specs, process flows, data flow diagrams – to ensure they are impactful for internal and partner-facing use.
- Maintain a partner-facing technical knowledge base; track versions, known issues, and resolution paths.
- Minimum of 5+ years in a Sales Engineering, Solutions Consulting, or Technical Implementation role in a B2B SaaS or fintech environment
- Hands-on experience with API integrations, EDI/file-based data exchanges, and SSO/authentication protocols
- Familiarity with FSA/HSA/HRA platform ecosystems - WEX, Alegeus, or similar TPA technology stacks strongly preferred
- Ability to communicate complex technical concepts clearly to both non-technical partners and internal stakeholders
- Experience owning client onboarding or technical implementation projects end-to-end
- Proficiency with Salesforce for opportunity tracking, technical notes, and integration documentation
- Bachelor's degree in Business Administration, Computer Science, Information Systems, Business Technology, or equivalent work experience
Please use the internal job board in Greenhouse to apply. Applications submitted through this external link will not be tagged as internal.
Compensation, Benefits, & Additional Details:Health-E Commerce's compensation philosophy is grounded in market data and internal equity to ensure fairness and consistency across the team. Individuals new to the company should generally expect offers to fall between the entry point and midpoint of the salary range. Our goal is to provide an offer that supports growth potential within the role and allows for future salary progression.
- Compensation: $90,000.00 - $110,000.00
- Sales Bonus: Eligible
- Discretionary Annual Bonus Eligibility: Up to 10%
- Medical, Dental, Vision, and 401K with a company match
- Dependent Care, FSA & HSA accounts
- Paid Parental & Bonding Leave
- Flexible PTO & office closure on all major holidays
- Monthly wellness & internet reimbursements
- Professional development including certification support & leadership coaching
- Mental Health resources
- 100% remote within the United States
- Must be able to work EST hours
Candidate Privacy Notice
Health-E Commerce New York, New York, USA Office
New York, United States
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