Sales Engineer

Datasite

Sales Engineer in client-facing role providing SaaS solutions for M&A workflows. Collaborating with sales team and delivering technical insights for client engagements.

Posted 4/28/2026full-timeSan Francisco • California • 🇺🇸 United StatesMid-LevelSenior💰 $83,800 - $141,500 per yearWebsite

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Partner with our Account Directors in a pre-sales capacity to develop and execute effective sales strategies, acting as the key technical advisor and product advocate.
Deliver engaging and customized product demonstrations of the full Datasite platform, highlighting our suite of tools, including our emerging AI capabilities.
Lead technical discovery sessions with clients to understand their specific needs, challenges, and M&A workflows, and subsequently map those requirements to Datasite’s solutions.
Serve as a key driver of our product strategy by gathering client feedback and field insights on our AI/LLM roadmap, helping to guide the future direction of our platform.
Manage and respond to the technical components of RFIs/RFPs, collaborating with internal teams to provide comprehensive and accurate information.
Respond to technical objections and questions in a timely and professional manner, ensuring a clear understanding of our platform's capabilities and security posture.
Stay current with industry trends, competitive landscape, and M&A best practices to provide informed recommendations and maintain your status as a subject matter expert.

Requirements

What you’ll need

Bachelor’s degree in a relevant field such as Business, Finance, Computer Science, or Information Technology.
2-5 years of experience in a client-facing technical role, such as a Consultant, Sales Engineer, Solutions Consultant, or Technical Account Manager, preferably within a SaaS environment.
A strong foundational understanding of cloud technologies, APIs, integrations, and enterprise security fundamentals.
A genuine passion for emerging technology – especially AI, LLMs, and automation – and the ability to translate them into practical business value.
Exceptional presentation and communication skills, with a proven ability to articulate complex technical concepts in a clear, concise, and relatable manner to a wide range of audiences.
Strong problem-solving skills and a strategic, analytical mindset.
Willingness and ability to work in our office 3 days per week
Preferred: Knowledge of M&A workflows, finance, or professional services is highly desirable.
Direct experience with virtual data rooms (VDRs) or other M&A technology solutions.
A proven track record of success in supporting complex sales cycles.

Benefits

Comp & perks

Health insurance (medical, dental, vision)
401(k) plan with company match
Generous paid time off
Career growth opportunities
Innovative culture

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

cloud technologiesAPIsintegrationsenterprise securityAILLMsautomationtechnical salesproduct demonstrationsM&A workflows

Soft Skills

presentation skillscommunication skillsproblem-solving skillsstrategic mindsetanalytical mindsetclient-facing skillscollaborationtechnical advocacyfeedback gatheringobjection handling