Sales Engineer

Suralink® is a fast-growing Software as a Service (SaaS) technology company looking for exceptional professionals to join our team. Our award-winning company has been recognized for growth, innovation, and culture, and over 500,000 companies worldwide have used our software. Our platform was built for accounting and other professional service firms, giving them a simple and secure way to request, receive, track, and manage their documents at scale. If you’re looking for a promising company where you can genuinely make your mark, we’d love to talk to you.

Who we are looking for

Suralink pioneered client-engagement software for accounting and advisory firms, helping 1,200+ practices worldwide close the client-readiness gap and safeguard trust. With the launch of our next-generation platform and AI-powered audit capabilities, we’re hiring a Sales Engineer to uplevel how we sell into leading firms and internal audit teams.

Reporting directly to the CRO and partnering closely with sales leadership, product, and product marketing, you will be the practitioner voice in the sales cycle—a former CPA or auditor who has walked in our customers’ shoes and now helps them envision a better way of working. You’ll design and lead high-impact demos and pilots, build the foundational SE playbooks, and drive strong win rates on new products and strategic expansions.

We need a workflow-obsessed, commercially minded Sales Engineer who blends deep audit/accounting experience with proven SE chops and a strong bias toward ownership and action.

Key Responsibilities

Drive Wins on New Products & Strategic Deals

• Partner with AEs to design and deliver compelling demos and pilots for enterprise and strategic firms, with a focus on new products and AI-enabled audit workflows.

• Achieve 50%+ win rates on opportunities where new products or modules are a core part of the value proposition.

Own Demo Strategy and Environments

• Redesign and standardize demo flows across Suralink’s product suite, tailored by persona (Partners, Managers, Internal Audit, IT/Security) and segment.

• Maintain high-fidelity demo environments that mirror real financial statement tie-outs, audit testing, internal audit procedures, and AI-assisted workflows.

• Train AEs and CSMs to confidently run core demos end-to-end.

Architect and Run High-Conversion Pilots

• Design structured pilots/POCs with clear entry criteria, timelines, and success metrics tied to real firm workflows.

• Drive 60%+ win rates on pilots where you are engaged, ensuring they function as decision engines—not open-ended experiments.

Fuel Upsell & Cross-Sell in Strategic Accounts

• Partner with Sales and Customer Success on renewals, expansions, and executive business reviews for top firms.

• Map current-state usage against untapped services, teams, and workflows to identify and position high-value expansion paths.

Be the Practitioner Voice to the Market and Product

• Show up to customers as a credible peer—someone who understands busy seasons, PBC lists, testing, tie-outs, and review cycles from experience.

• Capture and synthesize market feedback, recurring use cases, and friction points from demos and pilots into clear insights for Product and Product Marketing.

Experience and Professional Qualifications

• CPA or equivalent audit/accounting background with approximately 3–7 years in public accounting and/or internal audit, including hands-on experience with:

  • 
    Audit procedures, methodology, documentation, and review
  • Financial statement tie-outs and supporting workpapers
  • Testing, sampling, and evidence management
• 
  2–5 years as a Sales Engineer / Solutions Consultant in B2B SaaS, ideally within:
  • 
    Accounting, audit, finance, or close-management technology
  • High-growth environments selling into firms or corporate finance/audit teams
• 
  Demonstrated success supporting enterprise or strategic deals, including multi-stakeholder sales cycles (Partners, Audit/IA leaders, IT, Security, Operations).
• 
  Experience participating in or leading an Emerging Technology / Innovation / Digital Transformation committee or similar body responsible for evaluating and piloting new tools.
• 
  Proven ability to collaborate cross-functionally with Sales, Product, and Customer Success to shape demos, pilots, and customer rollouts.
• 
  Excellent written and verbal communication skills, with the ability to translate complex workflows into clear narratives for both technical and non-technical audiences.

• 
  Authorized to work in the United States; comfortable working fully remote with heavy collaboration over video and async channels.

Preferred Experience and Qualifications

• Experience at companies such as (or similar to): DataSnipper, Trullion, Inflo, Caseware, Wolters Kluwer CCH, Thomson Reuters, BlackLine, Workiva, FloQast, Caseware, AuditBoard, Fieldguide, Diligent, or other audit/close/accounting tech vendors.

• 
  Prior focus on enterprise or strategic accounts with upsell/cross-sell responsibility across multiple modules or product lines.
  Familiarity with AI-powered tools for audit analytics, testing, or documentation support.
• 
  Experience designing and rolling out sales enablement programs for AEs and CSMs (demo certifications, discovery frameworks, objection handling, etc.).

• 
  Comfort speaking at customer webinars, training sessions, or industry events as a subject-matter expert in audit, internal audit, or accounting technology.

Competencies

• Practitioner-Led Solutioning: Leverages real audit and internal audit experience to quickly understand customer workflows and design solutions that feel authentic and actionable.
• Commercial Orientation: Thinks in terms of win rates, pilot conversions, and expansion paths; understands that the role exists to help close and grow revenue, not just to show features.
• Demo & Narrative Excellence: Crafts demos that tell a compelling story—linking workflows, risk, and value in a way that resonates with CPAs, partners, and internal audit leaders.
• Teacher & Coach Mindset: Builds the skills and confidence of AEs and CSMs through clear frameworks, role plays, and ongoing coaching; leaves the organization stronger and more self-sufficient.
• High Ownership & Bias to Action: Treats the SE function as “theirs” to build and improve. Spots broken or unclear processes and proactively fixes them without waiting for direction.
• Cross-Functional Influence: Works seamlessly with Product, Product Marketing, and Sales leadership to prioritize roadmap inputs, refine messaging, and ensure a tight feedback loop from the field.
• Adaptability & Learning Agility: Learns quickly in a rapidly evolving AI and accounting-tech landscape; iterates on demo flows and pilot structures as market needs and product capabilities evolve.
• Cultural Fit & Collaboration: Builds strong relationships with AEs, CSMs, and customers; brings energy, humility, and a team-first mindset to every interaction.

At Suralink, our values guide everything we do:

• Customer Obsessed: We seek to understand those we serve deeply and are committed to serving them better than anyone else.
• Passionately Motivated: We care about what we do, which drives us to work hard, show grit, and go above and beyond to achieve great outcomes.
• Constantly Improving: We are eager to learn and grow. Challenges are opportunities to innovate and enhance our solutions.
• Team Focused: We know that our success is built together. We support one another and celebrate team achievements.
• Highly Reliable: We demonstrate good judgment, honor our commitments, and are accountable for our results.

Why Suralink?

There’s a lot to love about working at Suralink! Here are a few of the benefits you can expect:

• Remote-friendly policy
• Medical/vision/dental insurance
• Flexible PTO policy and ten paid holidays
• Parental leave
• Professional development allowance
• Community involvement

If you’re an ex-practitioner who loves winning deals, teaching others, and shaping how modern audit and internal audit teams work, we’d love to talk with you.