Pre-Sales Solutions Engineer

PandaDoc; United States; Remote; USD 90,000 - 120,000; Full time

Job summary

An innovative company is seeking a Solutions Engineer to bridge sales and technology. This role involves translating business requirements into effective demonstrations of a cutting-edge document workflow platform. You'll collaborate closely with customers and internal teams, providing technical support and building long-term relationships. Ideal candidates will have a strong SaaS background, excellent presentation skills, and the ability to empathize with customer needs. Join a dynamic team that values work-life balance and offers a supportive culture focused on customer success and employee well-being.

Benefits

Medical, dental, and vision insurance

401k plans

Paid time off

Self-care days

Company paid holidays

Annual bonuses

Employee stock purchase options

Qualifications

• 2+ years of SaaS experience with strong presentation and customer-facing skills.
• Advanced familiarity with system integration methods including REST APIs.

Responsibilities

• Deliver technical reviews and demos to prospects, collaborating with customers.
• Provide Tier III technical support and troubleshoot escalations.

Skills

SaaS solutions

Presentation skills

Technical demos

Business empathy

Communication

Education

Bachelor's Degree in Computer Science or related field

Tools

Salesforce

Dynamics

Hubspot

CPQ solutions

Job description

The Solutions Engineer at PandaDoc is a technical resource that bridges the gap between sales and technology. This role supports the PandaDoc revenue teams as their trusted technical advisor. You will be an expert on the PandaDoc platform, PandaDoc API, and our integrations. This is a Revenue and Customer-focused position that plays an integral role in the long-term success of organizations who may have the resources to grow on the PandaDoc.

You will be responsible for translating business, technical requirements, and customer pain points into a working PandaDoc demo. Answering technical and business questions to instill trust within PandaDoc and our revenue teams.

In this role, you will:

• Participate in Sales delivering technical reviews and technical demos to prospects via calls and video meetings; high level of collaboration with PandaDoc customers and internal teams.
• Understand and map out complex customer issues in related to their business process and deliver trusted, long-term, high ROI solutions.
• Build relationships with Product & Program Management, Engineering, and other parts of the Sales organization to increase technical/business expertise and provide customer-centric feedback.
• Establish confidence in recommendations via product expertise, custom product demonstrations, technical phone calls, workflow outlines, product roadmap discussions & business process diagrams.
• Provide Tier III technical support; triage/troubleshoot escalations with New Business prospects.

About you:

• Computer Science or related Bachelor's Degree.
• 2+ years SaaS experience in SaaS solutions, concepts, and business models.
• Strong presentation skills and customer-facing acumen.
• Experience building and leading bespoke technical demos.
• Advanced familiarity with system integration methods such as web services, SDKs, & REST APIs.
• Experience using spreadsheet formulas and ability to interpret previous formulas.
• Experience with Salesforce, Dynamics, Hubspot, and other CRM solutions.
• Experience working with business functional areas including Sales, Customer Success, Customer Support, or Development.
• Experience with CPQ solutions is a plus.
• High Degree of Business Empathy: We are an extension of the businesses of our clients. In order for us to achieve customer ROI, their goals must be your goals. Take pride in having a hand at our customers’ success and be resourceful at resolving technical problems.
• High Degree of Self-Awareness: You embody the ability to realize your actions, your strengths, and your weaknesses. Admit that you will never stop learning and that every team member (regardless of tenure) has ideas that can enhance the greater customer experience.
• Self Starter: We are a start-up where quick action takes precedence over perfection. You embody the ability to become a PandaDoc product expert and have the technical know-how to integrate it with other on-premise and cloud SAAS products or customer IT solutions.
• Team Player: You value team success as much as you value your own. Rapid growth and a frequently changing business landscape require open lines of communication, learning from and teaching others, and contributing to the greater good of the program.
• Communication: You will work closely with customers and be part of calls and meetings to identify solutions for their business. You have the ability to disseminate highly technical information to all customers and fellow Pandas.

Company Overview:

PandaDoc empowers more than 60,000 growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document workflow automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more. For more information, please visit https://www.pandadoc.com.

Company Culture:

We're known for our work-life balance, kind co-workers, & virtual team bonding events. Although our Pandas are located remotely across the globe, we stay connected with the help of technology and ensure that everyone on our team feels, well, like a team.

Pandas work best when they're happy. We retain our talent by upholding our values of integrity & transparency, and selling a product that changes the lives of our customers.

Employees may be able to purchase company stock (or receive annual bonuses). Employees (and their families) may enroll in the company's medical, dental, vision, short & long term disability, life insurance, FSA and 401k plans. Employees will also receive 13.34+ hours of paid time off per month, 6 self-care days, birthday PTO day, and 10 company paid holidays off per year.

The annual OTE is up to $120,000 (base + bonus combined).

PandaDoc is an Equal Opportunity Employer. We are committed to equal treatment of all employees without regard to race, national origin, religion, gender, age, sexual orientation, veteran status, physical or mental disability or other basis protected by law.