CCM PreSales Engineer

PartnerOne

Presales Engineer facilitating sales of Cincom's customer communications management solutions. Engaging with customers and providing technical expertise during the sales process.

Posted 7/17/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $100,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in sales engineering and technical pre-sales within the CCM space, with a strong ability to conduct product demonstrations and manage customer relationships. Proficient in document management practices and modern software architectures, ensuring effective communication of technical concepts to diverse audiences.

Highest-signal resume keywords

Sales Engineering ExperienceProduct Demonstration SkillsDocument Management PracticesTechnical Pre-Sales ExpertiseCustomer Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

CCM Implementation ExperienceSaaS KnowledgeMicro-Services ArchitectureTechnical Documentation CreationProposal Development

Soft Skills

Excellent Communication SkillsCollaborative AttitudeAdaptabilityListening SkillsPresentation Skills

Tools & Technologies

Cincom CRM SystemVideo Conferencing ToolsTechnical Training MaterialsMarketing Automation Tools

Industry Keywords

Financial ServicesBankingInsuranceHealthcarePublic Sector

About the role

Key responsibilities & impact

Serve as the primary technical point of contact throughout the sales cycle. Advise prospect on usage of Cincom’s products during evaluations. Assist in the creation of proposals, RFP responses and associated technical documentation.
Design, deploy, and manage evaluations and Proof-of-Concepts (POCs), demonstrating the effectiveness of the Cincom solutions. Illustrate the economic value of using Cincom’s products and services.
Support sales in sales negotiations; understanding accounts, their technical requirements, and existing infrastructure to propose tailored solutions. Where necessary assist in compliance investigations.
Build and maintain strong technical relationships with key customer stakeholders and be the customer’s trusted advisor. Act as the commercial point of contact on critical support cases.
Answer inquiries received by phone, email or web form, qualifying underlying interest. Document results in Cincom’s CRM system and assignment of qualified leads to the responsible sales person.
Collaborate with the sales team to develop and execute successful sales strategies. Provide technical training and support to sales team members. Collaborate with marketing, product management, professional services, development, and support to ensure consistent customer engagement and successful opportunity development.
Conduct in-depth technical presentations and product demonstrations, effectively communicating the technical capabilities and business value of Cincom solutions. Give presentations via video conference or in person on site, with or without the sales person.
Participate in industry events, trade shows, and conferences to promote our solutions and generate leads. Support marketing in developing technical and functional content that effectively communicates the value of the products.
Support marketing initiatives through webinars, seminars, customer events, and industry conferences. Help create and maintain product-oriented video content and associated marketing materials supporting webinars, digital campaigns, customer education, and marketing initiatives.
Develop and maintain a thorough understanding of our products, competitive landscape, and industry trends. Stay up to date on the latest software development practices and trends.
Understand usage of Cincom’s products at the customer and collect needs for new product features, additional products and services. Work closely with the product management and engineering teams to relay customer feedback, market trends, and contribute to product development. Identify opportunities to strengthen the company’s positioning with target industries and market segments.
Operate in close alignment with the Sales Director and Cincom leadership to ensure consistency with commercial priorities, strategic objectives, and market positioning. Participate actively in sales reviews, opportunity discussions, forecasting activities, pipeline reviews, and strategic planning sessions.
Ensure all customer engagements are conducted in accordance with company policies, commercial governance, and strategic direction.

Requirements

What you’ll need

2+ years of implementation experience with any product in the CCM space in a range of the following market segments: financial services, banking, insurance, healthcare and public sector.
2+ years of experience in a sales engineering, technical pre-sales, product management or similar role in the software industry.
Excellent communication and presentation skills, with the ability to adapt and convey
complex technical concepts to both technical and non-technical audiences. Ability to listen, ask and then listen. Ability to explain things clearly, even when complex.
Strong knowledge of document management practices, associated software products and software implementation practices. This should include some level of experience with modern software architectures such as SaaS, micro-services etc. and associated technologies.
Proven ability to conduct effective product demonstrations and POCs.
Proven track record of supporting successful sales cycles and achieving sales targets.
Willingness to travel as needed to meet with customers and attend industry events.
Team player, with a genuine collaborative attitude and willingness to share with and inspire others.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account PartnerOne Website LinkedIn All Job Openings 201 - 500 employees 🏢 Enterprise ☁️ SaaS 💳 Fintech Enterprise
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Serve as the primary technical point of contact throughout the sales cycle. Advise prospect on usage of Cincom’s products during evaluations. Assist in the creation of proposals, RFP responses and associated technical documentation.
Design, deploy, and manage evaluations and Proof-of-Concepts (POCs), demonstrating the effectiveness of the Cincom solutions. Illustrate the economic value of using Cincom’s products and services.
Support sales in sales negotiations; understanding accounts, their technical requirements, and existing infrastructure to propose tailored solutions. Where necessary assist in compliance investigations.
Build and maintain strong technical relationships with key customer stakeholders and be the customer’s trusted advisor. Act as the commercial point of contact on critical support cases.
Answer inquiries received by phone, email or web form, qualifying underlying interest. Document results in Cincom’s CRM system and assignment of qualified leads to the responsible sales person.
Collaborate with the sales team to develop and execute successful sales strategies. Provide technical training and support to sales team members. Collaborate with marketing, product management, professional services, development, and support to ensure consistent customer engagement and successful opportunity development.
Conduct in-depth technical presentations and product demonstrations, effectively communicating the technical capabilities and business value of Cincom solutions. Give presentations via video conference or in person on site, with or without the sales person.
Participate in industry events, trade shows, and conferences to promote our solutions and generate leads. Support marketing in developing technical and functional content that effectively communicates the value of the products.
Support marketing initiatives through webinars, seminars, customer events, and industry conferences. Help create and maintain product-oriented video content and associated marketing materials supporting webinars, digital campaigns, customer education, and marketing initiatives.
Develop and maintain a thorough understanding of our products, competitive landscape, and industry trends. Stay up to date on the latest software development practices and trends.
Understand usage of Cincom’s products at the customer and collect needs for new product features, additional products and services. Work closely with the product management and engineering teams to relay customer feedback, market trends, and contribute to product development. Identify opportunities to strengthen the company’s positioning with target industries and market segments.
Operate in close alignment with the Sales Director and Cincom leadership to ensure consistency with commercial priorities, strategic objectives, and market positioning. Participate actively in sales reviews, opportunity discussions, forecasting activities, pipeline reviews, and strategic planning sessions.
Ensure all customer engagements are conducted in accordance with company policies, commercial governance, and strategic direction. 🎯 Requirements
2+ years of implementation experience with any product in the CCM space in a range of the following market segments: financial services, banking, insurance, healthcare and public sector.
2+ years of experience in a sales engineering, technical pre-sales, product management or similar role in the software industry.
Excellent communication and presentation skills, with the ability to adapt and convey
complex technical concepts to both technical and non-technical audiences. Ability to listen, ask and then listen. Ability to explain things clearly, even when complex.
Strong knowledge of document management practices, associated software products and software implementation practices. This should include some level of experience with modern software architectures such as SaaS, micro-services etc. and associated technologies.
Proven ability to conduct effective product demonstrations and POCs.
Proven track record of supporting successful sales cycles and achieving sales targets.
Willingness to travel as needed to meet with customers and attend industry events.
Team player, with a genuine collaborative attitude and willingness to share with and inspire others. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Pre-Sales Solutions Consultant 🔥 19 hours ago Equifax 10,000+ employees Website LinkedIn All Job Openings Pre-Sales Solutions Consultant at Equifax promoting HR technology solutions. Collaborating with Sales Account Executives and enhancing client relationships to drive revenue. 🇺🇸 United States – Remote 💰 $1M Post-IPO Equity on 2009-09 ⏰ Full Time 🟡 Mid-level 🟠 Senior 🔍 Pre-sales Engineer 🦅 H1B Visa Sponsor Pre Sales Solutions Engineer 🕒 July 10 Jumio Corporation 201 - 500 🤖 Artificial Intelligence 📋 Compliance 🔐 Security Website LinkedIn All Job Openings Solution Engineer providing pre-sales technical presentations and customer onboarding for Jumio's identity verification solutions. Collaborating with teams across sales and product to drive customer satisfaction. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🔍 Pre-sales Engineer 🦅 H1B Visa Sponsor Android iOS Java JavaScript Kotlin Linux Objective-C React Swift Unix Go Presales Consultant, SAP S/4HANA Migration 🕒 July 9 mindsquare AG 501 - 1000 🤝 B2B 🤖 Artificial Intelligence 🏢 Enterprise Website LinkedIn All Job Openings Presales Consultant managing SAP S/4HANA Migration for clients. Planning and executing migration strategies to ensure efficient and future-proof SAP environments. 🇺🇸 United States – Remote ⏰ Full Time 🟢 Junior 🟡 Mid-level 🔍 Pre-sales Engineer 🗣️🇩🇪 German Required Presales Systems Engineer – SASE 🕒 July 2 Hewlett Packard Enterprise 10,000+ employees 🏢 Enterprise 🔧 Hardware ☁️ SaaS Website LinkedIn All Job Openings Presales Systems Engineer at Hewlett Packard Enterprise focusing on SASE solutions and secure networking architectures. Collaborating with account managers and partners to drive successful sales outcomes. 🇺🇸 United States – Remote 💵 $127k - $247k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🔍 Pre-sales Engineer 🦅 H1B Visa Sponsor AWS Azure Cloud DNS Firewalls TCP/IP Presales Systems Engineer – SASE 🕒 July 2 Hewlett Packard Enterprise 10,000+ employees 🏢 Enterprise 🔧 Hardware ☁️ SaaS Website LinkedIn All Job Openings Presales Systems Engineer specializing in SASE and Security solutions at Hewlett Packard Enterprise. Collaborating with sales teams and delivering impactful demos and proposals. 🇺🇸 United States – Remote 💵 $127k - $247k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🔍 Pre-sales Engineer 🦅 H1B Visa Sponsor AWS Azure Cloud DNS Firewalls TCP/IP View More Pre-sales Engineer Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs