Unily

Solutions Engineer

• Participate in the pre-sales process to provide technical expertise and Professional Services guidance
• Collaborate with Sales Team and Solutions Engineers to qualify opportunities and understand client requirements
• Support the development of technical presentations and demonstrations for prospective clients
• Address technical questions and concerns during client meetings and proposal discussions
• Articulate the value proposition of our Professional Services offerings from a business goal and technical perspective
• Contribute to RFP/RFI responses with detailed technical implementation approaches
• Lead technical discovery sessions with prospective clients to understand complex requirements
• Assess client technical requirements and professional services needs
• Design initial solution architectures and Professional Services approach
• Estimate level of effort and resource requirements for Professional Services projects
• Identify technical risks and dependencies in potential engagements
• Collaborate with Professional Services team to validate technical approaches
• Validate use of specific Professional Services SKUs/offerings
• Create custom statements of work for Professional Services engagements where necessary
• Develop detailed scope definitions that clearly outline deliverables and exclusions
• Collaborate with Sales on pricing strategies for PS proposals
• Define clear roles and responsibilities for both client and PS teams
• Document assumptions and prerequisites for successful PS engagements
• Create compelling technical narratives that differentiate our PS approach
• Establish trust and credibility with prospective clients through technical expertise
• Conduct discovery sessions to understand client requirements and objectives
• Present PS approaches to client stakeholders at various levels including C-level
• Address client concerns regarding feasibility and approach
• Support contract negotiations on Professional Services matters
• Facilitate smooth transition from sales to PS for won opportunities
• Document technical requirements and client expectations for delivery teams
• Conduct handoff meetings with PS teams for won opportunities
• Provide contextual information about client environment and requirements
• Remain available as a resource during initial phases of delivery
• Ensure alignment between sold scope and delivery approach
• Gather feedback from delivery teams to improve future scoping accuracy
• Analyze win/loss outcomes to identify improvement opportunities in pre-sales approach
• Track actual Professional Services effort versus estimates to improve scoping accuracy
• Stay current on product features, capabilities, and Professional Services best practices
• Contribute to the ongoing refinement and optimization of Professional Services SKUs, methodologies and tools
• Share knowledge and insights with the broader pre-sales and delivery organizations
• Identify patterns in client requirements to inform service offering development
• Stay current on industry trends, competitor offerings, and emerging market needs
• Develop competitive intelligence on Professional Services offerings, pricing models, and delivery approaches
• Analyze win/loss data to refine solution approaches and proposal strategies
• Identify market opportunities for new service offerings or solution packages
• Provide insights to Professional Services team and leadership on market dynamics and competitive positioning

Solutions Engineer, Professional Services