Sales Engineer

Job Snapshot

Location: Remote
Employee Type: Full-Time Employee
Industry: SaaS, Insurance
Manages Others: No

Job Type: Sales
Experience: 3+ Years
Travel: As Needed
Relocation Covered: No

Why You’ll Love AgencyBloc

We solve problems for our customers. We give ourselves the autonomy to be awesome. We will be human. We are maniacal about success. This is the culture you’ll be a part of if you join the AgencyBloc Team. We are the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space. We help grow our clients’ business with a suite of solutions that can be strategically utilized to support the operational and growth needs of independent insurance agencies, GAs, IMO/FMOs, call centers, and carriers.

Job Description

The Sales Engineer will be responsible for driving the technical aspects of the buying process for our prospects. Your goal will be to help sell AgencyBloc’s platform of solutions. This includes AMS+ Sales Enablement, Commissions+, and Q+. Working alongside our Inside and Key Account/Enterprise Sales Teams, the SE will bring an in-depth knowledge of our AgencyBloc platform and be able to provide guidance on how best to navigate and overcome technical challenges during the buying cycle. This individual will also work closely with and be a key component to the handoff process from Sales to Onboarding and Customer Success.


  • Sales Strategy:
    • Strategize with the sales team to identify the most effective approach for prospects to prefer and buy from AgencyBloc over the competition, considering implementation, pricing, and scope.
  • Product Knowledge:
    • Develop and understand AgencyBloc's suite of products, features, and updates.
    • Stay informed about industry trends and advancements to ensure clients receive the most relevant and effective solutions.
    • Collaborate with Product leadership in order to provide a strong conduit of feedback based on client & prospect needs (opportunities, gaps, etc).
    Client Collaboration:
    • Collaborate with the AgencyBloc Sales Executive and prospects to understand their business objectives, workflows, and pain points.
    • Identify opportunities for leveraging AgencyBloc to address specific challenges and improve customer efficiency.
    Product Demonstrations:
    • Work alongside the Sales Executive to conduct tailored product demonstrations showcasing how AgencyBloc meets the unique needs of individual clients.
    • Clearly articulate the value proposition and benefits of our solutions.
    • Provide recommendations on best practices, system configurations, and workflow optimizations to maximize the value of AgencyBloc.
    Product Development Collaboration:
    • Collaborate with the product management team and the Sales Executive to address client inquiries and issues.
    • Stay abreast of product strategy & roadmap. 
    • Provide valuable insights to help improve the product based on client feedback.
    • Evangelize the product vision. 
    • Redirect inquires that are not in line with priorities appropriately.
    Additional Responsibilities:
    • Independently support RFPs and security questionnaires.
    • Independently support trial/sandbox setup.
    • Assist at trade shows, user conferences, and sales meetings as required.


  • Bachelor’s degree in Technology, Software or related field desirable and three to five years relevant experience, or the equivalent combination of education and experience.
  • 3+ years of B2B experience in pre-sales, sales, or customer success focused on multi-tenant SaaS business.
  • Strong communication, presentation, and collaboration skills.
  • Experience executing detailed product presentations to decision makers and users.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

More on AgencyBloc:

AgencyBloc provides a suite of online software solutions that help insurance agencies increase efficiency, enhance customer satisfaction, control costs, and stay competitive. We currently have customers nationwide. Core values of our company include: 

  • Client-centric organization focused on delivering great customer service
  • Positive, collaborative team environment with coworkers who genuinely care about their work
  • High level of professionalism in everything we do
  • Continuous teaching, learning, and growth for all team members as they share in the journey that is the story of our company

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Member of The Bloc Perks & Benefits

At AgencyBloc, our culture depends on our people. Ensuring our employees feel supported in all aspects of their lives is important. One way we address this is through our competitive benefits and perks, which include:

  • Health insurance
  • Dental and vision benefits
  • Life insurance
  • Disability insurance
  • HSA with generous employer contributions
  • Flex spending accounts
  • 401k with company match
  • PTO & paid holidays
  • VTO (volunteer time off)
  • Family leave
  • Remote work
  • Flex time (flexible work schedules)
  • Half-day Fridays in the summer months

Our Mission

Our mission is to provide powerful solutions by making the convoluted, straightforward.  We want our technology to transform the organizations that use it.

The Culture We Live By