Solutions Engineer

PandaDoc is a company that empowers organizations by simplifying document workflow. As a Solutions Engineer, you will manage the technical sales cycle, collaborating closely with sales partners to design solutions and deliver tailored demonstrations that align with customer needs.

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 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

Requirements:

• 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
• 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