Solutions Engineer

PandaDoc

Solutions Engineer partnering with PandaDoc sales teams to sell document workflow, CPQ, and revenue operations software. Designing consultative solutions, demos, integrations, and AI-powered workflows for customer deals.

Posted 8/4/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in technical sales cycles, focusing on consultative discovery, solution design, and delivering tailored demos. Proficient in integrating AI-powered workflows and tools to enhance efficiency within CRM ecosystems.

Highest-signal resume keywords

Pre-Sales ExperienceConsultative Sales CycleAPI KnowledgeCRM Platform ExperienceAI Workflow Automation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Document WorkflowsCPQIntegrationsRESTJSONSDKsSolution DesignTechnical StrategyOutcome-Driven DemosCustomer Workflows

Soft Skills

CommunicationCuriosityProblem-SolvingConsultative ApproachNarrative Development

Tools & Technologies

SalesforceHubSpotDynamics

Certifications & Qualifications

CS Degree

Industry Keywords

SaaSTechnical SalesRevenue EnvironmentMulti-Stakeholder Deals

About the role

Key responsibilities & impact

Own the technical and solution strategy alongside selling partners from the first discovery call through close
Partner with AEs to run the full technical sales cycle, including 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 connected to customer workflows and CRM ecosystems
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 to improve efficiency and team performance

Requirements

What you’ll need

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 and APIs, including REST, JSON, and SDKs
Working knowledge of CRM platforms such as 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, such as workflow automation or internal tools
Hands-on experience with document workflows, contract processes, or CPQ is a bonus
Experience building and delivering story-driven demos for complex, multi-stakeholder deals is a bonus
CS degree or equivalent technical background is a bonus

Benefits

Comp & perks

Tremendous career growth opportunities
Competitive salary
Health benefits
Commuter benefits
Company-paid life insurance
Company-paid disability insurance
20+ PTO days
401K plan
FSA plans
Work-life balance
Creative virtual team-bonding events