HBK CPAs & Consultants

Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional client service across a wide range of tax, accounting, audit, business advisory, valuation, financial planning, wealth management, and support services. HBK serves clients across the U.S., from individuals to small businesses to multi-million-dollar corporations to exempt organizations. The firm is ranked 45th among “Top 100” accounting firms by Accounting Today and has been a consistent “Top 100” firm in the INSIDE Public Accounting magazine poll. Financial Advisor Magazine ranks the wealth advisory, HBKS Wealth Advisors, among the top U.S. registered investment advisories.

Sales Engineer

Sales EngineerSales EngineerFull TimeRemoteTeam 496Since 1949

Location

Texas + 5 moreAll locations: Texas, Arkansas, Ohio, Florida, Pennsylvania, North Carolina

Posted

28 days ago

Salary

Not specified

Bachelor Degree5 yrs expEnglishAcumatica ErpCloud Based ArchitectureErp SoftwareSaa S

Job Description

Sales Engineer In 1986, Robert L. Nelson founded the information systems consulting firm of R.L. Nelson and Associates, Inc. (RLN) to serve businesses in the area of Pittsburgh, Pennsylvania. RLN grew steadily over the years, delivering quality services to multinational Fortune 500 companies and many other privately and publicly held businesses throughout the eastern United States. In 2007, RLN joined forces with Vertical Solutions, a Pittsburgh-based IT services firm, to create Vertilocity – an R.L. Nelson and Associates Company. The combined service offering and expertise spurred additional growth, and the company opened a new office outside of Denver, Colorado in 2012. In 2021, Vertilocity joined HBK, where they found shared values around client relationships and service. Vertilocity now has locations in North Carolina, Colorado, New Jersey, and Pennsylvania as well as team members around the country. Continued growth requires talent, so we continue to seek capable, dedicated professionals in different capacities across our family of companies. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace. Please read on to discover if you see yourself joining our team as our newest Sales Engineer DESCRIPTION: We are seeking a highly motivated and experienced Sales Engineer with deep expertise in Acumatica ERP to support our sales team. This role bridges the gap between technical ERP functionality and customer business needs. You’ll be responsible for conducting product demonstrations, crafting tailored solutions, and serving as a trusted advisor to both prospects and internal stakeholders. QUALIFICATIONS: RESPONSIBILITIES Act as the technical lead in the sales process, supporting account executives with deep product knowledge of Acumatica ERP . Conduct detailed discovery sessions with prospects to understand their business processes, pain points, and system requirements. Prepare and deliver customized, high-impact product demonstrations and presentations for Acumatica ERP tailored to specific industries (manufacturing, distribution, services, etc.). Collaborate with implementation teams to ensure seamless transition from sales to delivery. Respond to RFPs/RFIs with accurate technical and functional information. Provide input into product development by sharing customer feedback and industry trends with the product and development teams. Stay current on new Acumatica modules, updates, and relevant third-party integrations. Support partner and channel sales efforts with technical sales enablement and training. Represent the company at trade shows, conferences, webinars, and other industry events. BENEFITS WE OFFER: Competitive Compensation Lucrative New Business & Employee Referral Bonuses Anniversary Bonus Open Paid-time-off policy We provide a flexible work environment to offer work/life balance 401(k) plan with company match and Safe Harbor Contributions Medical, dental, and vision insurance Company Paid Life Insurance 9 Paid holidays Annual Performance Reviews And Much More… Vertilocity provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Job Requirements

  • Bachelor’s degree in business, Computer Science, Information Systems, or related field (or equivalent experience).
  • 3+ years of experience as a Sales Engineer, Pre-Sales Consultant, or Solutions Architect role with ERP software.
  • Excellent communication, presentation, and interpersonal skills.
  • Ability to tailor complex technical concepts to a non-technical audience.
  • Strong problem-solving and consultative sales skills.
  • Ability to work independently in a fast-paced, client-facing role.
  • PREFERRED EXPERIENCE:
  • Hands-on experience with Acumatica ERP is strongly preferred, including knowledge of modules such as Financials, Distribution, CRM, Manufacturing, or Construction.
  • Strong understanding of core business processes: accounting, supply chain, CRM, or project management.
  • Acumatica certifications (e.g., Business Consultant, Developer) are a plus.
  • Familiarity with competitor ERP systems (e.g., NetSuite, Dynamics 365, SAP Business One, Sage Intacct).
  • Experience with Acumatica customization tools (e.g., Generic Inquiries, Workflows, Customization Projects).
  • Understanding of SaaS business models and cloud-based architecture.

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