Own the technical and solution strategy alongside your selling partners, from first discovery call through close.
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.

Pre-sales or solutions engineering experience, or a strong blend of technical and customer-facing work in a revenue environment
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.

Solutions Engineer

Key skills