Workplace Solutions, Sales Solutions Architect

About JPMWS:
JPMWS serves over 2,000 corporate clients, from start-ups to multinational corporations, managing nearly $370 billion in assets for 1.8 million employee participants.

Our global team includes 600+ professionals across 17 locations.

Role Overview:
The Sales Solutions Architect is a key member of the Sales Enablement team, partnering with Field Sales to bridge technical expertise and sales strategy.

This role drives successful client engagements, streamlines sales processes, and supports high-performing sales teams.

Key Responsibilities

Enterprise Sales Support


* Lead technical product demonstrations and proofs of concept for clients.


* Educate sales teams on industry changes in equity compensation and update related processes.


* Present system functionalities (Admin System, Participant Experience, Reporting) to clients and internal teams.


* Develop and maintain sales resources and training programs to improve sales cycle efficiency.


* Maintain process documentation and coordinate training for new or updated sales processes.


* Collaborate with regional sales teams for consistent process communication.


* Partner with Marketing to update client presentations, proposals, product videos, and event materials.


* Provide consultative expertise to support sales efforts.

Product/Sales Liaison


* Review new product release notes to assess functionality and client impact.


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


* Work with Product and CRM teams to create client-facing roadmaps and release notes.


* Coordinate training for Sales teams on new product features and sales strategies.


* Communicate market insights to the product team and strategize on product updates.

Financial Reporting


* Serve as the consultative expert for product demos, helping clients align their plans with product capabilities.


* Act as the financial reporting expert for ASC 718 and IFRS 2 requirements.

Requests for Proposal (RFP)


* Liaise between RFP and Sales teams, assisting with proposal assessments and crafting tailored solutions.


* Review and ensure proposals meet client requirements.


* Draft specialized responses requiring in-depth sales team knowledge.

Required Qualifications


* Bachelor's degree in Business, Finance, or related field.


* Proven experience in sales engineering, sales enablement, or similar roles.


* 5+ years of equity compensation experience.


* Expertise in financial reporting (ASC 718, IFRS 2).


* 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.

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