Solutions advisor (Presales) North America

Planon; Boston (MA); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Work-life balance

Hybrid work model

Training opportunities

Challenging projects

Benefits package

Job summary

Planon is seeking a Solutions Advisor to work with enterprise customers, understanding their real estate and facility operations needs and delivering Planon technology solutions. You’ll partner closely with the sales team to support both new opportunities and existing customers across North America, gaining ownership and visibility in a growing, dynamic environment.

You’ll operate across multiple industries and solution areas, including data centers and field services, with exposure to IWMS and

Qualifications

• 2–5+ years in Presales, Sales Engineering, Enterprise Customer Success or Solutions Consulting.
• Experience leading discovery sessions and tailored demonstrations for complex, multi-stakeholder enterprise environments.
• Hands-on experience with enterprise SaaS or complex B2B software, within IWMS, facilities, real estate, or asset-centric domains.
• Experience leading or supporting Proofs of Concept or pilots, including scenarios with operational complexity such as data centers or field services.
• Strong communication skills with the ability to engage business, technical, and executive stakeholders.
• Growth mindset with exposure to smart building technologies, integrations, or data-driven environments.

Responsibilities

• Present Planon solutions across IWMS, Facilities, Real Estate, GIS, BIM, IoT, and related domains to business, technical, and executive stakeholders.
• Lead discovery sessions to identify functional and technical challenges and shape solution approaches aligned to customer processes.
• Understand how customers use existing Planon solutions, drive adoption of core workflows, and remove barriers to value realization.
• Deliver tailored on-site and virtual demonstrations focused on real-world customer use cases.
• Lead and support Proofs of Concept and pilot initiatives, including expansion, new business, data center, and field service scenarios.
• Capture and communicate product gaps and customer feedback to Product and Implementation teams to support continuous improvement.
• Partner closely with Account Managers and Marketing, support RFIs/RFPs, represent Planon in customer engagements and industry events, and travel across North America.

Skills

Presales

Sales Engineering

Enterprise Customer Success

Solutions Consulting

Discovery sessions

Executive engagement

Demos

Tools

IWMS

Enterprise SaaS

B2B software

Job description

As a Solutions Advisor at Planon, you will work with enterprise customers to understand their real estate and facility operations needs and provide solutions using Planon technology platform. You will partner closely with the sales team to support both new opportunities and existing customers.

You will work across multiple industries and solution areas, including data centers and field services. You will also gain deep exposure to IWMS and smart building technologies. Within a growing North American team, you’ll have high ownership and visibility, with the opportunity to influence customer outcomes and grow your expertise in a complex, evolving domain.

Planon is a market leader in IWMS and smart sustainable building technology, trusted by large enterprise organizations worldwide. You’ll join a collaborative, international company that values innovation, learning, and taking ownership.

What You’ll Do

• Present Planon solutions across IWMS, Facilities, Real Estate, GIS, BIM, IoT, and related domains to business, technical, and executive stakeholders
• Lead discovery sessions to identify functional and technical challenges and shape solution approaches aligned to customer processes
• Understand how customers use existing Planon solutions, drive adoption of core workflows, and remove barriers to value realization
• Deliver tailored on-site and virtual demonstrations focused on real-world customer use cases
• Lead and support Proofs of Concept and pilot initiatives, including expansion, new business, data center, and field service scenarios
• Capture and communicate product gaps and customer feedback to Product and Implementation teams to support continuous improvement
• Partner closely with Account Managers and Marketing, support RFIs/RFPs, represent Planon in customer engagements and industry events, and travel across North America

Travel: This role includes customer and event travel across North America, typically around 30–40%, with flexibility depending on deal and customer needs.

Profile

You are someone who works comfortably with complex enterprise customers, takes ownership end to end, and operates effectively in a lean, enterprise focused environment.

You bring:

• 2–5+ years of experience in Presales, Sales Engineering, Enterprise Customer Success or Solutions Consulting
• Experience leading discovery sessions and tailored demonstrations for complex, multi stakeholder enterprise environments
• Hands on experience with enterprise SaaS or complex B2B software, within IWMS, facilities, real estate, or asset centric domains
• Experience leading or supporting Proof of Concepts or pilots, including scenarios with operational complexity such as data centers or field services
• Strong communication skills with the ability to engage business, technical, and executive stakeholders
• A self directed, growth oriented mindset, comfortable learning new solution areas and taking ownership, with exposure to smart building technologies, integrations, or data driven environments accelerating ramp up

We offer

• A healthy work-life balance and the possibility of working hybrid.
• We encourage a collaborative and learning work environment, which is why we offer constant learning and meaningful training opportunities.
• In addition, we offer challenging projects with world-leading clients and extraordinary experiences.
• For this role, we offer the following benefits package.

Join us on our journey to become the recognised world leader in Smart Sustainable Building Management software solutions. By putting our people at the heart of our company and creating an inspiring and safe environment that allows all of us to work, learn, live, and play.

Planon is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable law.