Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 21 hours ago

Sales Solutions Engineer - Associate

iCapital207 open roles

Where
Des Moines, Iowa, United States
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowSales Solutions Engineer - AssociateiCapital · Des Moines, Iowa, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on iCapital's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

8.1% of postings close within 7 days. Measured by our own scanner across the market. iCapital postings stay open a median of 10 days.

Share of postings closed within
  1. 1.8%1 day
  2. 3.5%3 days
  3. 8.1%7 days
  4. 15.1%14 days
  5. 33.9%30 days
This job: posted 21 hours ago

iCapital median: 10 days open

The posting

About the Role

iCapital is looking to hire a Solutions Engineer to join the Annuities Platform team. This role serves as the primary technical advisor and solution consultant for our annuities platform and products throughout the sales cycle, partnering closely with prospects, clients, and internal teams to design solutions that address complex business challenges. This role combines technical expertise, business consulting, and relationship management to help clients understand, evaluate, and successfully adopt iCapital solutions. This individual will lead discovery conversations, demonstrate product capabilities, propose solutions, support proposal development, and ensure a seamless transition from sales to implementation. The ideal candidate possesses a strong blend of technical acumen, industry knowledge, communication skills, and consultative selling experience.

Responsibilities

  • Partner with Sales teams, prospects, and clients to understand business objectives, technical requirements, workflows, and implementation goals, serving as a trusted advisor throughout the sales cycle.
  • Lead discovery sessions and requirements gathering activities to define business processes, integrations, data requirements, risks, dependencies, and solution objectives.
  • Design and recommend scalable solutions that align client needs with products and services while ensuring technical feasibility and long-term success.
  • Deliver tailored product demonstrations, presentations, and solution workshops that communicate business value to both technical and non-technical audiences.
  • Collaborate with the Product, Engineering, and Professional Services teams to validate solution designs, implementation approaches, and project scope.
  • Support development of RFP and RFI responses, Statements of Work (SOWs), implementation estimates, technical documentation, and client-facing proposals.
  • Ensure a seamless transition from sales to implementation by documenting requirements, assumptions, deliverables, and commitments while providing knowledge transfer and project support.
  • Build and maintain strong relationships with prospects, clients, and internal stakeholders to establish credibility as a trusted advisor.
  • Contribute to sales enablement materials, best practices, training content, and knowledge-sharing initiatives that support business growth and team effectiveness.
  • Maintain expertise in insurance and financial services technology, industry trends, APIs, integrations, enterprise architecture, and emerging technologies.
  • Represent the organization at client meetings, industry events, and solution workshops.

Qualifications

  • 2+ years of experience within insurance, annuity or wealth management, or financial services.
  • 2+ years of experience partnering with sales, product, engineering, and professional services teams in a cross-functional environment.
  • 2+ years of experience in technical sales, requirements documentation, client-facing software demonstrations, presentations, and solution consulting.
  • Strong written, verbal, and presentation communication skills with the ability to influence both technical and business audiences.
  • Able to translate complex technical concepts into clear business value for stakeholders.
  • Experience with APIs, web services, data integrations, single sign-on (SSO), and enterprise system architecture.
  • Familiar with Salesforce CRM and Microsoft 365 applications.
  • Knowledge of ACORD standards, insurance data models, and industry integration frameworks is preferred.
  • Knowledge of insurance and annuity new business processing workflows is preferred.
  • Experience with Life and Annuity automated Order Entry platforms is preferred.

Benefits

The base salary range for this role is $75,000 to $95,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. This role is based in the greater Des Moines area.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against iCapital's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on iCapital's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    iCapital's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.