Pre-Sales Solutions Consultant

TrueLoyal; San Antonio (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Premier Health Insurance

Dental and Vision insurance

Open PTO

9 paid holidays each year

401(k) with employer matching

Life, AD&D, Disability coverage

Growth opportunities

Collaborative learning environment

Job summary

TrueLoyal is seeking a high-impact Pre-Sales Solutions Consultant to partner with Account Executives and own the demo experience during the sales cycle. This is an in-office role based at Scaleworks in Downtown San Antonio, Monday through Friday, collaborating with Sales, Product, and Support to accelerate deals.

You will translate customer requirements into actionable product insights, guide technical evaluations, and ensure smooth handoffs to Support and Customer Success.

Qualifications

• 5+ years in Pre Sales Engineering, Solutions Consulting, Product Specialist, or similar client-facing technical role.
• Strong understanding of SaaS products, integrations, APIs, and enterprise evaluation cycles.
• Excellent presentation skills and ability to simplify complex systems.

Responsibilities

• Deliver high-impact, customized product demos aligned to prospect goals.
• Serve as technical lead in pre-sales conversations, RFPs, and security questionnaires.
• Collaborate on deal strategy, objections, and differentiation to drive win rates.
• Train and enable sales teams on product functionality and demo best practices.

Skills

Pre-Sales Engineering

Solutions Consulting

SaaS products

APIs

Presentation skills

Education

Bachelor's degree

Tools

SQL

BI tools

CRM

Job description

Pre Sales Solutions Consultant or Pre-sales SE ? TrueLoyal Location: On-Site Department: Sales Reports To: VP of Sales

About TrueLoyal

TrueLoyal is a high-growth company disrupting the customer loyalty and retention market. We empower global brands to build meaningful customer connections and deliver measurable impact through innovative, enterprise-grade technology. Why TrueLoyal At TrueLoyal, you'll help shape the future of customer loyalty and engagement. You'll work with a driven team, have a front-row seat to product innovation, and directly influence our ability to win and serve customers at scale.

About the Role TrueLoyal is looking for a high-impact client-facing Solutions Consultant to partner directly with our Account Executives and serve as the technical and product expert throughout the sales cycle. This is a fully in-office role, Monday through Friday, based at the Scaleworks office in Downtown San Antonio ? where tight collaboration with Sales, Product, and Support is core to our culture and our speed. You'll own the demo experience, guide client prospects through technical evaluations, translate customer requirements into actionable product insights, and help ensure a frictionless handoff to our Support and Customer Success teams. If you love simplifying complexity, telling a compelling product story, and working cross-functionally in a fast-paced environment, this role is for you.

What we value at TrueLoyal:

• We over Me: Collaborative, team-first mentality.
• Customer Obsession: Every decision starts with what delights the customer.
• Empathy with Action: Listen deeply, then move fast.
• Adaptability: Embrace pivots and iterate quickly.
• Bias for Action: Fail fast, learn, and accelerate progress.
• Purpose: Build with intent and ambition.

What You'll Do

Sales Support & Deal Execution

• Partner with AEs to run high-impact, customized product demos that map TrueLoyal's capabilities to prospect goals.
• Serve as the technical point-of-contact in pre-sales conversations, RFP responses, security questionnaires, and solution validation.
• Collaborate on deal strategy, objection handling, and competitive differentiation.
• Assist AEs in identifying and quantifying business value for each prospect.

Product Expertise & Internal Alignment

• Act as the ?voice of field? to Product ? clearly communicating customer requirements, feature requests, and market trends.
• Maintain deep knowledge of the TrueLoyal platform and upcoming releases; translate product updates into sales-ready messaging.
• Participate in roadmap discussions and advocate for enhancements that improve sales velocity and customer outcomes.

Cross-Functional Liaison

• Ensure tight handoffs from Sales to Support/Implementation, documenting requirements, configurations, and expectations.
• Collaborate with Support on technical investigations that inform future sales engagements.
• Build feedback loops with Product to ensure customer issues and market gaps are understood and prioritized.

Demo & Content Development

• Continuously refine demo scripts, workflows, and environments to improve clarity, storytelling, and conversion.
• Create reusable assets: demo videos, solution briefs, technical guides, FAQs, and internal enablement content.
• Support sales onboarding by training new reps on product functionality and demo best practices.

What Success Looks Like

• Sales cycles run smoother, faster, and with higher win rates.
• AEs feel supported, confident, and enabled in every technical conversation.
• Product receives clear, structured, actionable feedback from real-world prospects.
• Demos consistently ?wow? prospects and help them visualize the impact of TrueLoyal.
• Customers experience a seamless transition from prospect ? closed/won ? supported user.

Nice to Have

• Experience in loyalty, customer engagement, CRM, analytics, or Martech ecosystems.
• Background supporting mid-market/enterprise sales teams.
• Light hands-on technical skills (SQL, BI tools, integrations, APIs).

Work Environment

This is a full-time, in-office role based at the Scaleworks headquarters in Downtown San Antonio. The Sales Engineer is expected to be onsite Monday through Friday to collaborate closely with AEs, Product, and Support, and to support an aligned, high-velocity sales motion.

Requirements: What We're Looking For

• 5+ years in Pre Sales Engineering, Solutions Consulting, Product Specialist, or similar client-facing technical role.
• Strong understanding of SaaS products, integrations, APIs, and typical enterprise evaluation cycles.
• Excellent presentation skills ? able to simplify complex systems and tell a compelling story.
• Comfort working with both technical and non-technical audiences.
• Strong collaborator who thrives in cross-functional environments.
• Curiosity, initiative, and a bias for action.

Benefits

• Premier Health Insurance plan with $0 deductible and $0 co-pay
• Dental and vision insurance plans
• Medical and dependent care flexible spending accounts
• Open PTO - we like to keep this simple...making time for life is important!
• 9 paid standard holidays each year in addition to open PTO
• 401(k) savings plan with Employer Matching
• Company-paid Life, AD&D, and Disability coverage
• A collaborative, entrepreneurial learning environment with a proven playbook
• Be part of a high-growth company revolutionizing customer loyalty
• Work with cutting-edge technology and innovative products
• Competitive salary, benefits, and growth opportunities
• Fun work atmosphere