J.P. Morgan Workplace Solutions (JPMWS) is seeking a Sales Engineer to join our team. With a diverse client base of over 2000 corporate clients, ranging from early-stage start-ups to established multinational corporations, JPMWS manages nearly $370 billion in assets for 1.8 million corporate employee participants. Our team has over 600 experienced professionals in 17 locations worldwide.

Role Overview

The Sales Engineer is a critical member of the Sales organization within Workplace Solutions, sitting on the Sales Enablement team. The successful candidate will be responsible for partnering with Field Sales and bridging technical expertise and sales strategy to drive successful client engagements, streamline sales processes, and support high-performing sales teams.

Job Responsibilities

Requests for Proposal (RFP)

• Act as the primary liaison between the RFP and Sales teams.
• Review and ensure proposals are accurate and tailored to client requirements.
• Draft specialized responses requiring in-depth sales team knowledge.

Field Sales Support

• Deliver comprehensive demo support, including leading technical proofs of concept and product demonstrations.
• Present key system functionalities (Admin System, Participant Experience, Reporting) as needed.
• Provide additional information to enhance sales efforts.
• Develop and maintain field sales resources and training programs to improve sales cycle efficiency.
• Maintain up-to-date process documentation and coordinate training for new or updated sales processes.
• Collaborate with regional sales teams to ensure consistent process communication.
• Partner with Marketing to update client presentations, proposal/LOI documents, product videos, and event/conference materials.

Sales Administration and Process Improvement

• Support the Product Review Group (PRG) and contribute to ongoing sales process enhancements.

Product/Sales Liaison

• Review new product release notes to assess functionality and client impact.
• Work with Product and CRM teams to create client-facing roadmaps and release notes.
• Coordinate training for Sales teams on new product features, setup, and sales strategies.

Required Qualifications

• Bachelor’s degree in Business, Finance or a related field.
• Proven experience in sales engineering, sales enablement, or a similar role.
• Strong leadership and team management skills.
• Excellent communication and collaboration abilities.
• Deep understanding of sales processes and technical product knowledge.
• Demonstrated ability to drive process improvement and training initiatives.
• Experience with proposal development and client presentations.
• Proficiency in CRM and sales enablement tools.