CPQ Solutions Engineer

Summary

Join PandaDoc as a Solutions Engineer, bridging the gap between sales and technology. As a trusted technical advisor, you'll support revenue teams, showcasing expertise in the PandaDoc platform, API, and integrations. You will translate business and technical needs into working demos, answer technical questions, and map client use cases for CPQ solutions. This role involves collaborating with internal teams and customers, creating documentation and diagrams, and providing technical support. Success requires strong presentation skills, SaaS experience, and familiarity with system integration methods. PandaDoc offers a supportive and collaborative work environment.

Requirements

• Computer Science or related Bachelor's Degree
• 2+ years SaaS experience in SaaS solutions, concepts, and business models
• Strong presentation skills and customer-facing acumen
• Experience building and leading bespoke technical demos
• Advanced familiarity with system integration methods such as web services, SDKs, & REST APIs
• Experience using spreadsheet formulas and ability to interpret previous formulas
• Experience working with business functional areas including Sales, Customer Success, Customer Support, or Development

Responsibilities

• Participate in Sales delivering technical reviews and technical demo’s to prospects via calls and video meetings; high level of collaboration with PandaDoc customers and internal teams
• Understand and map out client’s use cases for leveraging a CPQ solution: Review client-provided spreadsheets containing relevant formulas
• Write detailed documentation of client’s use cases and how to deliver against objectives
• Create flow chart to diagram step-by-step processes
• Understand and map out complex customer issues in related to their business process and deliver trusted, long-term, high ROI solutions
• Build relationships with Product & Program Management, Engineering, and other parts of the Sales organization to increase technical/ business expertise and provide customer-centric feedback
• Establish confidence in recommendations via product expertise, custom product demonstrations, technical phone calls, workflow outlines, product roadmap discussions & business process diagrams
• Provide Tier III technical support; triage/troubleshoot escalations with New Business prospect

Preferred Qualifications

Experience with CPQ solutions

Benefits

• An honest, open culture that emphasizes feedback and promotes professional and personal development
• 6 self care days
• A competitive salary