Sales Engineer

The Sales Engineer will play a key role in the Sales team, ensuring seamless coordination, effective support, high performance, and excellence in execution across the following key areas:

Requests for Proposal (RFP)

Serve as the primary liaison between the RFP team and Sales team.
Review proposals to ensure accuracy and alignment with client needs.
Draft responses where specialized sales team knowledge is required.

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 all new product release notes to understand functionality and assess client/participant impact.
Collaborate with Product and CRM teams to determine appropriate content for client-facing roadmaps and release notes.
Coordinate training for the Sales team on new product features, including setup, functionality, and effective 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.

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Workplace Solutions - Sales Engineer, Associate

Job Description