SaaS Solutions Engineer: Full-Cycle Sales & AI Demos

PandaDoc; United States; On-site; USD 120,000 - 135,000; Full time

Job summary

PandaDoc is seeking a Pre-Sales professional to partner with Account Executives and drive the full technical sales cycle in a fast-growing SaaS environment. You will map customer processes, uncover business pain, and design outcomes-driven demos that tie PandaDoc into existing CRM workflows.

You will develop expertise in document workflows, CPQ, APIs, and automation, while surfacing risks and guiding stakeholders toward clear next steps.

Qualifications

• Experience running consultative SaaS sales cycles.
• Ability to translate complex technical concepts into clear narratives.
• Track record of working with CRM platforms and integrations.
• Genuine curiosity about AI and building with it.

Responsibilities

• Partner with AEs to run the full technical sales cycle: discovery, solution design, demo, and close.
• Lead consultative discovery to uncover business pain, map processes, and define measurable success criteria.
• Build and deliver tailored, outcome-driven demos that connect PandaDoc’s platform to customer workflows and CRM ecosystems.
• Proactively surface deal risks and objections, and propose clear paths forward.
• Develop deep product expertise across document workflows, CPQ, APIs, integrations, and automation.
• Build AI-powered workflows and tools that improve your own efficiency and raise the bar for the team.

Skills

SaaS sales

Consultative selling

CRM integrations

APIs & SDKs

AI workflows

Education

CS degree or equivalent

Tools

Salesforce

HubSpot

Dynamics CRM

REST APIs

JSON

SDKs

Job description

PandaDoc is seeking a Pre-Sales professional to partner with Account Executives and drive the full technical sales cycle in a fast-growing SaaS environment. You will map customer processes, uncover business pain, and design outcomes-driven demos that tie PandaDoc into existing CRM workflows.

You will develop expertise in document workflows, CPQ, APIs, and automation, while surfacing risks and guiding stakeholders toward clear next steps.