Solutions Engineer

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

What You’ll Do

• 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 the customer’s actual workflows and CRM ecosystem.
• 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.

What We’re Looking For

Pre-sales or solutions engineering experience, or a strong blend of technical and customer-facing work in a revenue environment. You think in business outcomes, not feature lists. You move quickly, build trust fast, and take ownership without being managed.

• Experience running consultative sales cycles in a SaaS environment.
• Working knowledge of integrations, APIs (REST, JSON, SDKs), and CRM platforms like Salesforce, HubSpot, or Dynamics.
• Ability to translate complex technical concepts into clear, compelling narratives for any audience.
• Genuine curiosity about AI and a track record of building with it — whether that is workflow automation, internal tools, or something else entirely.

Bonus Points

• Hands-on experience with document workflows, contract processes, or CPQ.
• Experience building and delivering story-driven demos for complex, multi-stakeholder deals.
• CS degree or equivalent technical background.

Target OTE is $120,000 - $135,000 (base + variable tied to revenue outcomes)

Company Overview:

PandaDoc empowers more than 60,000 organizations to take the work out of document workflow. Our all-in-one platform helps fast-scaling teams create, manage, and sign proposals, quotes, contracts, and more. We are known for our work-life balance, kind and direct culture, and a product that changes how customers do business.

Learn more at pandadoc.com

Company Culture:

We're known for our work-life balance, kind co-workers, & creative virtual team-bonding events. And although our Pandas are located 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.

Check out our LinkedIn to learn more.

Benefits:

Our benefits include tremendous career growth opportunities, a competitive salary, health and commuter benefits, company-paid life & disability, 20+ PTO days, 401K and FSA plans, and of course, a fun team of Pandas to work with!
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.

Application deadline 9/30/2026