Planera Inc

Solutions Engineer

• Partner with Sales to support qualified opportunities from discovery through close.
• Lead technical conversations and deliver workflow-driven product demos.
• Help prospects connect their existing scheduling practices to Planera.
• Run discovery to understand how customers build and manage schedules today.
• Deliver tailored demos to project managers, superintendents, schedulers, and operations leaders.
• Speak confidently to CPM concepts: logic, sequencing, constraints, calendars, lookaheads.
• Lead follow-up technical conversations and deeper dives as needed throughout the sales cycle.
• Communicate clearly across all levels of a construction organization.

Technical Solutions Engineer

Sales

• Provide coaching through 1:1s, ride-alongs, and deal reviews to develop a mixed-skillset team ranging from ramping reps to seasoned veterans.
• Drive a relentless focus on pipeline creation across the entire Eastern region to ensure consistent growth and regional target achievement.
• Partner directly with AEs on complex, strategic deals (ACVs of $50K to $500K+) to navigate multiple stakeholders and increase win rates.
• Act as a key contributor to sales enablement and training muscle for the broader organization, filling a key role in our current structure.
• Maintain a tight, repeatable inspection cadence and ensure rigorous CRM hygiene without being "methodology-bound".
• Travel as needed to get onsite with customers and reps, demonstrating a hands-on leadership style rather than managing from a desk.
• Build strong working relationships with Marketing, Customer Success, and Solutions Engineering to deliver seamless customer outcomes.

Technical Solutions Engineer

Regional Sales Director