- Lead business and technical discovery to uncover customer requirements, pain points, and success criteria
- Design and deliver tailored product demonstrations
- Foster relationships with third-party vendors and partners to enhance solution offerings
- Own proof-of-concept engagements, including scoping and success criteria
- Respond to RFPs/RFIs and security questionnaires
- Partner with Account Executives on account strategy and deal planning
- Act as the technical voice of the customer to Product and Engineering
- Handle basic objections regarding architecture, security, and integrations
- Stay current on technologies, industry trends, security and compliance, and business needs
- Provide feedback to Product and Engineering based on customer, competitor, and partner insights
- Standardize demo best practices, documentation, and reusable assets
- Train sales teams on effective demo positioning and usage
- Coordinate customer requirements and roadmaps with Services Delivery
Requirements
- 3–6 years in a pre-sales, sales engineering, or technical consulting role
- Technical knowledge of UCaaS, CCaaS, CRM, SIP, VoIP, AI, APIs, automation services, and integration patterns is preferred
- Ability to present confidently to technical and business stakeholders
- Familiarity with Nextiva’s competitive landscape, including RingCentral, Five9, Genesys, and Zoom
- Fundamental knowledge of Python, JSON, HTML, CSS, and JavaScript
- Ability to use AI tools to enhance workflows, identify repetitive tasks for automation, and share best practices
- Demonstrated ability to learn quickly, develop new processes, and adapt to new technology
- Fluent in English
- Travel up to 20%
- Knowledge of data security and privacy standards such as HIPAA, PCI, and GDPR is a bonus
- Knowledge of Spanish or French is a bonus
- Knowledge of Lucidchart, Google Dialogflow, Teams, WhatsApp, and Google G-Suite is a bonus
Core Competencies
Demonstrates expertise in pre-sales and technical consulting, with a strong focus on customer requirements, product demonstrations, and integration patterns. Proficient in UCaaS, CCaaS, and CRM technologies, with the ability to effectively communicate technical concepts to diverse stakeholders.
Highest-signal resume keywords
- Pre-Sales Engineering
- Technical Consulting
- UCaaS Knowledge
- CRM Integration
- Python Programming
ATS Optimization Keywords
Hard Skills
- UCaaS
- CCaaS
- CRM
- SIP
- VoIP
- AI
- APIs
- Python
- JSON
- HTML
Soft Skills
- Confident Presentation
- Relationship Building
- Adaptability
- Training
- Feedback Provision
Industry Keywords
- Data Security
- Privacy Standards
- HIPAA
- PCI
- GDPR
Tools & Technologies
- Lucidchart
- Google Dialogflow
- Teams
- WhatsApp
- Google G-Suite