Solution Engineer

Role

Solution Engineer (Pre-Sales Engineer) - Senior, and Principal Levels

Location: Remote

Summary

Solution Engineers are trusted advisors and subject matter experts who play a critical role in the pre-sales process. They work closely with Sales and Delivery teams to uncover customer needs, design solutions, develop estimates, and craft compelling proposals and strong contracts. The role combines technical expertise, business acumen, and strong communication skills to demonstrate our solutions to meet client objectives.

Responsibilities

Solution Engineering (All Levels)

• Pre-Sales Leadership: Provide technical expertise and support for multi-cloud deals, including data migration, integrations, and complex use cases.
• Discovery & Demo: Partner with Sales to uncover customer needs, lead discovery sessions, capture requirements, and deliver tailored demonstrations or Proofs of Concept (POCs).
• Solution Design: Own the solution design process, leveraging expertise from subject matter experts and competency/cloud product leads. Craft effective proposals and respond to RFIs/RFPs with business-relevant solutions.
• Estimation: Develop detailed estimates and Rough Order of Magnitude (ROM) documents with clear assumptions. Ensure alignment between solution design and delivery handoff.
• Closing: Tailor proposals and refine sales messaging to address key deal-closing criteria. Present solutions in collaboration with Sales Directors.
• Client Advocacy: Keep customer needs and goals central to all solutioning efforts, acting as a trusted advisor.
• Communication: Present complex technical solutions clearly and effectively to both technical and non-technical stakeholders, from System Administrators to C-suite executives.
• Collaborate with Salesforce Partner and Solution Engineers for POC’s and RFP responses for solution approach and partner packs.

Center of Excellence (CoE) Contribution (All Levels)

• Develop and refine pre-sales processes and standards in alignment with the Pre-Sales CoE.
• Collaborate with Project Management (PM), Business Analysis (BA), and Solution Architecture CoEs to incorporate best practices into pre-sales activities.
• Identify and implement process improvements to enhance efficiency and consistency.

Leadership Responsibilities

• Principal Level:
• Lead and mentor pre-sales engineers within the practice, focusing on career development and coaching.
• Drive continuous improvement initiatives across the Salesforce practice portfolio.
• Actively collaborate with Sales and Delivery leadership to optimize pre-sales strategies.
• Senior Level:
• Support and mentor junior team members to foster growth and expertise.
• Take ownership of key initiatives that improve pre-sales processes and team effectiveness.

Continuous Learning (All Levels)

• Stay current with new Salesforce platform features, and Salesforce-adjacent technologies (Sales, Service, Marketing Automation, Data, AI), and best practices.
• Engage in training and certifications to deepen expertise and support innovation goals.

Qualifications by Level

Principal Level

• Experience:
• 2-4 years in pre-sales roles, with demonstrated leadership in managing pre-sales teams.
• 2-4 years of prior delivery experience on the Salesforce platform.
• Expertise: Broad exposure to Salesforce implementations, complex solutioning, and estimation.
• Certifications: At least five Salesforce certifications, including Admin, Consulting, and Architect-level credentials.

Senior Level

• Experience:
• 1-2 years in pre-sales roles, with experience mentoring team members.
• Expertise: Strong knowledge of Salesforce implementations, with accountability for solution design and estimation.

Key Competencies for All Levels

• Strong technical aptitude and ability to learn new technologies quickly.
• Excellent verbal and written communication skills.
• Team-oriented mindset with a willingness to collaborate across onshore, nearshore, and offshore teams.
• Customer-first attitude with a passion for solving problems and delivering value.