Solution Engineer II UK/I

Pleo; United States; Hybrid; GBP 65,000 - 100,000; Full time

Benefits offered by this job

Pleo card

Lunch allowance

Private healthcare

Hybrid working

25 days holiday

Mental health support

Parental leave

Job summary

Pleo is seeking a Solution Engineer II to join our Commercial team. You’ll articulate the value of our SaaS solution and drive pre-sales activities as we scale Solutions at Pleo.

If you're excited about driving sales success with technical and accounting expertise and are passionate about B2B SaaS, this is the opportunity for you! You’ll report to the Solutions Manager and collaborate across GTM & Product to ensure success, with a highly collaborative team and opportunities to influence product

Qualifications

• 5+ years in a solutions or pre-sales role.
• Strong understanding of B2B SaaS products, APIs and relevant technologies.
• Familiarity with accounting principles & financial workflows.
• Strong problem-solving skills, attention to detail, and the ability to adapt during customer interactions.
• Excellent planning, prioritisation, and risk management abilities for multiple pre-sales engagements.

Responsibilities

• Conduct generic or tailored product demonstrations, presentations, and workshops.
• Develop and deliver technical proposals, RFPs, responses, trials, and Proof of concepts.
• Understand customer objectives, technical environment, and accounting needs.
• Provide feedback and insights to product and engineering teams.
• Ensure a smooth transition from pre-sales to implementation or onboarding.

Skills

Solutions/pre-sales expertise

B2B SaaS knowledge

APIs and integrations

Accounting workflows

Customer-facing communication

Job description

About Pleo

Messy spend management is tricky business. And tedious processes are a lose-lose situation for all involved, not just finance. At Pleo, we're changing that. We build spend solutions that make managing money seamless, empowering, and surprisingly effective for finance teams and employees alike - with a vision to help all businesses ‘go beyond’.

Messy spend management is tricky business. And tedious processes are a lose-lose situation for all involved, not just finance. At Pleo, we're changing that. We build spend solutions that make managing money seamless, empowering, and surprisingly effective for finance teams and employees alike - with a vision to help all businesses ‘go beyond’. The word ‘Pleo’ actually means ‘more than you’d expect’, and living by that mantra has been the secret to our success over the last 10 years. Now, we’re at a pivotal moment in our journey; every move we make has a direct impact on our 40,000+ customers, our business, and our collective success. We need people who take pride in uncovering customer needs, who turn complex problems into simple solutions, challenge the way things are done (respectfully), and always aim high. With great ambitions driving us forward, we can’t say we’ve got this whole thing figured out. And frankly, that’s half the fun! What we can say is that we’re a driven, progressive, and, importantly, a kind bunch of 850+ people from over 100 nationalities, all committed to delivering the future of business spending, together.

About The Role

We're looking for a Solution Engineer II to join our Commercial org at Pleo. In this role, you'll help articulate the value of our solution and be part of the pre-sales team as we scale Solutions at Pleo. If you're excited about driving sales success by providing technical and accounting expertise and are passionate about B2B SaaS and optimising financial workflows, then this is the opportunity for you!

Who You’ll Be Working With And Reporting To

You’ll report to our Solutions Manager and work closely with teams in Commercial. Our team of 3 is highly collaborative, dedicated to accelerating the sales cycle and ensuring continuous product improvement. You’ll also have the chance to partner with teams across GTM & Product to ensure success.

What You’ll Be Doing

As a Pleo Pre-sales Solution Engineer II, you will:

• Conduct generic or tailored product demonstrations, presentations, and workshops.
• Develop and deliver technical proposals, RFPs, responses, trials, and Proof of concepts.
• Understand customer objectives, technical environment, and accounting needs.
• Provide feedback and insights to product and engineering teams.
• Ensure a smooth transition from pre-sales to implementation or onboarding.

What You Bring

You’ll thrive in this role if you have:

• 5+ years of experience in a solutions or pre-sales role.
• In-depth understanding of B2B SaaS products, APIs and relevant technologies, including configuration, integrations, and troubleshooting.
• Familiarity with accounting principles & financial workflows.
• Strong problem-solving skills, attention to detail, and the ability to think on your feet during customer interactions or changing requirements.
• Excellent planning, prioritisation, and risk management abilities to handle multiple pre-sales engagements simultaneously.
• A background in demonstrated success in customer-facing roles and relationship-building skills, with a customer-centric mindset.

Why this role is a good fit for you

This role is a good fit for you if:

• You want to drive revenue growth, minimise sales cycle length, and accelerate the sales process.
• You thrive on providing both technical and accounting expertise.
• You enjoy influencing product development by generating actionable insights for engineering and product teams.

This role is not a good fit for you if:

• You prefer a purely technical or purely accounting role over a mixed customer-facing pre-sales role.
• You do not enjoy the constant customer-facing element and the pressure of sales cycle acceleration.
• You prefer working in isolation over a highly collaborative, cross-functional environment.

How You’ll Develop In This Role

In your first 3 months at Pleo, you’ll:

• Lead product demos and trials to drive impact in sales velocity and new revenue generation.
• Collaborate with Product teams to improve product feature sets and integration capabilities.
• Grow your skills in data analysis and predictive sales trending, taking on new challenges as the company continues to scale.

We’re committed to helping you develop your career, whether that means taking on bigger projects, stepping into leadership, or acquiring new skills in advanced technical proposal development and risk management.

The location

Please note: We can hire hybrid or in‑person set‑up in any of the locations listed on the advert but you will need to be physically based in the country of your choice with a valid right to work. We are unable to offer visa sponsorship for this role in any of the listed locations.

Show Me The Benefits

• Your own Pleo card (no more out‑of‑pocket spending!)
• Lunch is on us for your work days - enjoy catered meals or receive a lunch allowance based on your local office
• Comprehensive private healthcare - depending on your location, coverage options include Vitality, Alan or Médis
• We offer 25 days of holiday + your public holidays
• For our Team, we offer hybrid working options
• We use MyndUp to give our employees access to free mental health and well‑being support with great success so far
• Paid parental leave - we want to make sure that we're supportive of families and help you feel that you don't have to compromise your family due to work

The interview process

We want to ensure you are set‑up for success and understand what will be expected of you. If your application is successful, our interview process is as follows:

• Intro call: A 30‑minute chat with our