Solutions Engineer

Summary

PandaDoc sits at the center of document workflow, CPQ, and revenue operations. The Solutions Engineer will partner with sellers and customers on complex technical sales cycles, leading discovery, solution design, demos, and close while building tailored workflows, integrations, and AI-powered tools.

Responsibilities

• Partner with AEs to run the full technical sales cycle: 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 that connect PandaDoc’s platform to the customer’s actual workflows and CRM ecosystem
• 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 that improve your own efficiency and raise the bar for the team

Skills

• 1 or more years of pre-sales or solutions engineering experience in a revenue organization
• You think in business outcomes, not feature lists
• You are a self-starter who leads your selling partners rather than waiting for direction; you bring high emotional intelligence to every room, and when you see something broken, you take a first pass at fixing it before raising your hand
• * Proven track record running consultative sales cycles on complex, multi-stakeholder SaaS deals
• * Strong working knowledge of integrations, APIs (REST, JSON, SDKs), MCP connectors, and CRM platforms like Salesforce, HubSpot, or Dynamics
• * Confidence navigating complex, heavily integrated technical environments and translating them into clear, compelling narratives for any audience, from C-suite to engineering
• * Genuine curiosity about AI and a track record of building with it, whether that is workflow automation, internal tools, or something else entirely
• * Hands-on experience with document workflows, contract processes, or CPQ
• * Experience mentoring peers or scaling best practices across a pre-sales team
• * CS degree or equivalent technical background

Qualifications

Must Haves

• 1 or more years of pre-sales or solutions engineering experience in a revenue organization
• You think in business outcomes, not feature lists
• You are a self-starter who leads your selling partners rather than waiting for direction; you bring high emotional intelligence to every room, and when you see something broken, you take a first pass at fixing it before raising your hand
• * Proven track record running consultative sales cycles on complex, multi-stakeholder SaaS deals
• * Strong working knowledge of integrations, APIs (REST, JSON, SDKs), MCP connectors, and CRM platforms like Salesforce, HubSpot, or Dynamics
• * Confidence navigating complex, heavily integrated technical environments and translating them into clear, compelling narratives for any audience, from C-suite to engineering
• * Genuine curiosity about AI and a track record of building with it, whether that is workflow automation, internal tools, or something else entirely

Nice to Haves

• * Hands-on experience with document workflows, contract processes, or CPQ
• * Experience mentoring peers or scaling best practices across a pre-sales team
• * CS degree or equivalent technical background

Benefits

• Tremendous career growth opportunities
• Health benefits
• Commuter benefits
• Company-paid life and disability insurance
• 20+ PTO days
• 401K plan
• FSA plan