Technology Sales Consultant

Dynasty Financial Partners is hiring a Technology Sales Consultant to join our Technology Education & Enablement team. This individual will serve as the translator between our technology platform and the advisors who rely on it every day. This person will play a key role on prospect engagements by collaborating with our technology team and prospective advisors to understand their business needs and demonstrate how our products and services can address those challenges. Beyond demos, this individual will lead webinars, host product tours, and keep Network Partners informed on new features and capabilities as our platform evolves.

Responsibilities:

• Lead prospect and network partner demos of Dynasty's technology stack, supporting a growing volume of prospective Network Partner conversations

• Deliver polished, high-energy webinars and presentations that build excitement and momentum among Network Partners for new features and platform capabilities

• Understand clients' business needs and identify opportunities for adoption of new software features or additional training resources

• Organize and host training and implementation calls, webinars, and onsite sessions, both independently and in coordination with vendors

• Create training materials, visualizations, and documentation on software best practices and internal processes

• Coordinate and host strategic calls to discuss technology use cases and share best practices with Network Partners, documenting and executing on takeaways