Solutions Engineer I - Proposal & Scope Specialist

Rocket Software; Madison (WI); On-site; USD 80,000 - 110,000; Full time

Job summary

Rocket Software Inc. is seeking a Customer Solutions Engineer (Solutioning) to support the design, scoping, estimation, and delivery readiness of CSE service opportunities.

You will collaborate with Sales, Delivery, Product SMEs, and PMO to develop estimates, SOWs, service descriptions, and delivery approaches. The role requires gathering information from multiple stakeholders, identifying risks and scope considerations, and translating business requirements into actionable solution

Qualifications

• 2+ years of experience in project management, professional services delivery, service operations, service catalog management, business analysis, or technical account management.
• 1+ years customer-facing experience.
• Strong written and verbal communication skills.
• Ability to manage multiple work items across competing priorities.
• Strong analytical and problem-solving skills.
• Experience gathering requirements and documenting business or technical needs.
• Ability to identify risks, assumptions, dependencies, exclusions, and open questions.
• Proficiency with Microsoft Office and collaboration tools.
• Ability to learn new technologies and service offerings quickly.
• Ability to synthesize information from multiple sources into concise recommendations and actionable solution documentation.

Responsibilities

• Assist in the development of service estimates, project assumptions, risks, dependencies, exclusions, and pricing models for CSE engagements.
• Assist in creation and review of Statements of Work (SOWs), proposals, service descriptions, and other customer-facing solution documentation.
• Gather, analyze, and organize business, technical, and operational requirements from customers and internal stakeholders.
• Participate in customer discovery calls and requirements discussions.
• Identify information gaps, areas requiring additional discovery, and potential scope or delivery risks.
• Develop structured solution recommendations for review and refinement by senior Solutioning resources.
• Partner with Sales, Delivery, Product Management, PMO, Support, and SMEs to develop quality service solutions.
• Coordinate information across stakeholders to identify dependencies, assumptions, risks, and scope considerations.
• Escalate ambiguities and solution risks to senior Solutioning resources as appropriate.
• Ensure proposed services align with delivery capabilities, solutioning standards, and operational processes.
• Support handoff activities between Solutioning and PMO/Delivery teams.
• Assist in maintaining solutioning templates, estimation models, and reusable content libraries.
• Contribute lessons learned and delivery feedback to continuously improve estimation accuracy and solution quality.
• Assist in development and maintenance of service catalogs, service descriptions, and standard offerings.
• Participate in improvement initiatives focused on solutioning quality, efficiency, consistency, scalability, and operational readiness.
• Contribute lessons learned and best practices back into the organization.
• Analyze existing delivery approaches and identify opportunities for standardization, automation, and repeatability.
• Build trusted working relationships with internal and external stakeholders.
• Present solution concepts and recommendations to customers and partners with support from senior team members.
• Demonstrate professionalism in handling questions, objections, and changing customer requirements.
• Document meeting outcomes, action items, assumptions, and decisions to support solution development and project execution.

Skills

Project management

Stakeholder management

Analytical thinking

Requirements gathering

Communication skills

Collaboration

Learning new technologies

Synthesis of information

Organization of ambiguous information

Tools

Microsoft Office

Job description

Rocket Software Inc. is seeking a Customer Solutions Engineer (Solutioning) to support the design, scoping, estimation, and delivery readiness of CSE service opportunities.

You will collaborate with Sales, Delivery, Product SMEs, and PMO to develop estimates, SOWs, service descriptions, and delivery approaches. The role requires gathering information from multiple stakeholders, identifying risks and scope considerations, and translating business requirements into actionable solution