Solution Engineer

Summary

Join Neocol as a Solution Engineer and partner with Sales Directors throughout the pre-sales process. You will help customers establish strong architectural foundations, define project goals, and align on scope and responsibilities. As a trusted advisor, you'll bridge the gap between business needs and technical solutions, ensuring long-term success for each engagement. Your responsibilities include leading discovery and scoping sessions, providing architecture leadership across Salesforce and ERP systems, delivering product demos, and creating resource plans and proposals. You will also contribute to reusable assets and lead the sales-to-delivery handoff. This role requires expertise in Salesforce, ERP systems, and integration design, along with strong communication and collaboration skills.

Requirements

• Quote to Cash Process and Common Use Case Familiarity / Domain Knowledge
• LucidChart / Diagramming Knowledge - Business Processes and ERD
• SaaS Subscription Terminology Knowledge (ARR, TCV, LTV)
• Salesforce Revenue Cloud, Sales Cloud, Legacy Salesforce CPQ/Billing Expertise
• Revenue Recognition Terminology Familiarity (ASC606, VSOE, SSP)
• Force.com Platform Knowledge (Data Modeling, Flow, Apex)
• ERP Familiarity (NetSuite/WorkDay/Sage Intacct)
• Cross Cloud Capability Familiarity (Experience/Service/B2B)
• Integration Design & Patterns Familiarity
• Familiarity with Salesforce Agentforce

Responsibilities

• Be a Trusted Advisor in the PreSales Cycle to existing customers and prospects
• Provide industry best practice recommendations on functional and technical scenarios
• Lead Discovery and Scoping sessions with prospects to advise, recommend, and acquire scope requirements to determine estimations
• Provide architecture leadership across Salesforce and ERP Systems in the presales process in order to establish a guiding principle design for the project
• Own and deliver our standard product demo, guiding prospects through key features and workflows to showcase how our solution solves their business challenges
• Lead analysis of the customer’s current environment to detect critical deficiencies that could impact project success and determine Neocol roles necessary for success
• Collaborate with SD to identify and analyze enterprise business drivers to derive useful business context for program justification
• Create resource plans and proposals to co-present with SDs to prospects and customers
• Contribute to existing and create reusable assets and artifacts in the presales including scoping questions, decks, proposal formats, SOW templates / language
• Draft and create scope language for assumptions and in scope/out of scope for projects
• Lead Sales to Delivery Handoff to ensure the delivery team has customer overview, project goals, and scope details
• Articulate and present Program Roadmaps and provide / Program Oversight for Strategic Clients
• Exploring new Salesforce products and presenting POVs / Brownbag Sessions / Webinars
• Identify and participate in creation of Commercialization Strategy to solve common customer use cases and pain points
• Be aware of technology industry (AppExchange Apps, Salesforce Apps, Third Party Solutions) and market trends (Subscription, Consumption, Analytics) to determine their potential impact on system architectures

Preferred Qualifications

Platform App Developer Certification

Benefits

• Fully remote workforce ensures that you have the tools you need to successfully perform your job and create a proper balance of work and personal life
• Employer match 401(k) plan
• Medical, vision & dental benefit offerings
• Adoption Assistance Program
• Flexible PTO
• $140/month for home office expenses