About the role
PandaDoc empowers more than 65,000 organizations to take the work out of document workflow. Our all-in-one platform helps fast-scaling teams create, manage, and sign proposals, quotes, contracts, and more. We are known for our work-life balance, kind and direct culture, and a product that changes how customers do business.
What they're looking for
- 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
More about this role
PandaDoc sits at the center of document workflow, CPQ, and revenue operations. As a Solutions Engineer, you will navigate heavily integrated, multi-stakeholder environments with confidence, whether that means mapping a prospect's contract lifecycle into a PandaDoc solution or walking their engineering team through our APIs and integrations.
You will partner with our upmarket sellers and customers on their most complex challenges, owning the technical and solution strategy from the first discovery call through close. This is not a demo-runner seat or a support role. You are an equal partner in how deals are won and a force multiplier for the team around you.
- 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...
Browse similar: Startup jobs · Remote jobs