About Us

The financial advisory industry is a $80T market in the US, but has seen little technological innovation compared to the self-service market (Robinhood, Betterment, Wealthfront, SoFi). Client data management is a universally painful and expensive problem for financial advisors. Today, advisors manually collect, update, and utilize client data across the 7-10 software tools that they use to run their business. Data transcription and translation across systems is time-consuming and error-prone, leading to costly inefficiencies and embarrassing client-facing problems. Managing data access control, audit logs, and compliance is a constant challenge, particularly in larger organizations.

We are building the first wealth tech data orchestration company. We sync client data across a financial advisor's tech stack, unlocking the efficiency of a fully-integrated software suite with the choice of tools that best fit their business. We are laser-focused on enabling the best technology experiences for advisors and unlocking the potential of the entire wealth tech software ecosystem. We’re an experienced team of start-up operators with deep roots in both tech and advisory. You can learn more about us on our website.

Role Details

Role overview:

• Technical lead for customer-facing engagements across the full Dispatch customer lifecycle: sales, implementation, launch, and ongoing expansion.

• Partner closely with Sales, Account Management, and Client Service Management to deeply understand customer workflows, technical environments, and business goals.

• Own the technical narrative of Dispatch for prospects and customers—demonstrating how Dispatch fits into their existing systems, solves real problems, and scales with their business.

• Translate customer needs and constraints into clear technical designs, implementation plans, and product feedback for Engineering and Product.

• Act as a trusted technical advisor to customers, helping them navigate complexity and make confident decisions using Dispatch.

Where you’ll make an impact:

• Lead the technical aspects of pre-sales discovery, solution design, and product demonstrations for complex, enterprise prospects.

• Design and execute onboarding and implementation strategies for new customers, serving as the primary technical point of contact through launch.

• Collaborate with Client Service Management, Account Management, and Engineering to triage issues, debug integrations, and ensure successful customer outcomes.

• Enable revenue growth by supporting renewals, expansions, and upsell opportunities with deep product and technical expertise.

• Elevate Dispatch’s technical credibility by educating customers, partners, and internal teams through documentation, training materials, and best practices.

Requirements:

• 5+ years of experience as a Solutions Engineer, Sales Engineer, or in a similar customer-facing technical role supporting complex software products.

• Strong track record of supporting enterprise or mid-market customers with data-centric, workflow-heavy systems.

• Deep technical fluency—you understand how modern software systems work (APIs, data flows, integrations, permissions) and can reason about them end to end.

• Experience working closely with cross-functional teams including Sales, Product, Engineering, and Customer Success.

• Comfortable operating in an early-stage, fast-paced environment with ambiguity, evolving processes, and shifting priorities.

• You are:

  • Customer-centric — you anchor your work in customer outcomes and are driven to deliver real, tangible value.

  • Systems thinker — you understand how people, processes, and technology interact, and can design solutions that work holistically.

  • Clear communicator — you can explain complex technical concepts simply and tailor your message to technical and non-technical audiences.

  • Relentless problem-solver — you dig into messy, ambiguous problems and work through them methodically until there’s clarity.

  • Impact-focused and fast-moving — you prioritize what matters most and move quickly to help customers and teams succeed.

You’ll stand out if you have:

• Experience at seed or early-stage startups, especially during periods of rapid growth and product evolution.

• Fintech or wealth management domain knowledge (custodians, CRMs, data providers, advisor workflows).

• Experience with:

  • Designing and implementing B2B workflow solutions, including permissions, role-based access control, and configurability.

  • Data-centric products (data pipelines, integrations, orchestration layers, analytics).

  • API-driven platforms and integration-heavy environments.

• Familiarity with sales methodologies such as MEDDICC / MEDDPICC or Command of the Message.

• Experience creating workflow diagrams, architecture visuals, or solution designs (e.g., Lucidchart or similar tools).

• A technical background (computer science, engineering, or equivalent hands-on experience).

• A history of building, shipping, or owning technical projects—professionally or personally.

Why Dispatch?

Why work at Dispatch?

• We’re a highly experienced team with a track record of successfully building together. We’re well-versed in building for the best tech companies and asset managers.

• We’re a well-funded company backed by top-tier investors.

• We're laser-focused on customers and believe that a world-class user experience is critical for product and business success.

• We move fast, iterate quickly, and have a high bar for what “excellent” looks like.

What we offer:

• Competitive salary and equity options

• High-quality benefits package including 100% company-paid insurance premiums for family coverage (medical, vision, dental).

• 401K, HSA & FSA plans

• OneMedical, HealthAdvocate, TalkSpace, and Teladoc memberships

• Technology stipend

• Unlimited PTO

• Paid parental leave

• Office space in San Francisco and New York for in-person working

Dispatch 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.