Solutions Engineer

PandaDoc is a company that empowers organizations to streamline their document workflows. The Solutions Engineer will act as a trusted advisor throughout the sales cycle, collaborating with sales and product teams to help prospects understand how PandaDoc addresses their business challenges and drives ROI.

Responsibilities:

• Partner closely with selling partners to own the technical and solution strategy across the full sales cycle, from discovery through close
• Lead consultative discovery conversations to uncover customer pain points, business drivers, and success metrics
• Translate customer goals into compelling, outcome-based PandaDoc demonstrations that clearly articulate value and ROI
• Help unblock deals by proactively identifying risks, objections, and gaps, and proposing paths forward
• Serve as a PandaDoc platform expert across: Document workflows, CPQ (Configure, Price, Quote), APIs, integrations, and automation, CRM ecosystems (Salesforce, HubSpot, Dynamics, etc.)
• Design and deliver bespoke demos, workflow diagrams, and solution architectures tailored to each prospect’s environment
• Explain complex technical concepts in clear, business-friendly language for both technical and non-technical audiences
• Collaborate with Product and Engineering to stay ahead of roadmap developments and technical capabilities

Requirements:

• Customer-facing, pre-sales experience in a Solutions Engineer / Sales Engineer role, or a blend of technical and sales-adjacent experience
• Strong business empathy: you care deeply about customer outcomes and think in terms of ROI, impact, and value realization
• Comfortable influencing stakeholders, navigating objections, and supporting deal strategy in partnership with Sales
• Able to make the complex sound simple and compelling
• Experience with SaaS platforms, business applications, and cloud-based solutions
• Familiarity with integrations, APIs, REST, SDKs, JSON, or similar technologies
• Experience working with or alongside CRM systems such as Salesforce, HubSpot, or Dynamics
• Ability to understand and map customer business processes into scalable technical solutions
• AI Fluency: Ability to build applications, solutions, and enhancements with AI for both internal use cases and external use cases
• Self-starter: you take initiative, move quickly, and don't wait for perfect information
• High self-awareness: open to feedback, continuously improving, and committed to learning
• Team-oriented: you value shared success, knowledge-sharing, and collaboration
• Bachelor's degree in Computer Science or a related field
• 2+ years of experience in customer facing technical role
• Experience building and delivering custom, story-driven demos for complex use cases
• Exposure to sales workflows across Sales, Customer Success, Support, or Development teams