Tax Demo Engineer/Sales Engineer

About the role

HubSync is a fast-growing SaaS company transforming the accounting industry through a fully integrated platform that enhances productivity and delivers a seamless experience for accounting firms and their customers.

Key Responsibilities

• Conduct compelling product demonstrations tailored to the specific needs of CPA firms, showcasing how our platform optimizes workflows and improves compliance.
• Collaborate with sales, marketing, and product teams to understand the unique requirements of CPA firms and highlight relevant features.
• Prepare demo environments, configure software, and create custom use cases to demonstrate value propositions for accounting and CPA professionals.
• Provide technical insights and answer complex questions during demos.
• Gather feedback from demos to inform product improvements and customer needs.
• Develop demo scripts, presentation materials, and training content focused on CPA firm use cases.
• Aid in onboarding and training sales teams on demo best practices, emphasizing CPA-specific solutions.

Experience & Qualifications

• Bachelor’s degree in Computer Science, Accounting, Business, or a related field.
• Proven experience in product demonstration, technical sales, or pre-sales engineering.
• Strong understanding of SaaS platforms, workflow automation, and AI technologies.
• Deep understanding of CPA firms’ workflows, compliance requirements, and pain points.
• Excellent communication, presentation, and interpersonal skills.
• Ability to troubleshoot technical issues and demonstrate solutions effectively.
• Experience with CRM and demo scheduling tools is a plus.
• Self-motivated with excellent organizational skills.