PandaDoc · 2 days ago
Solutions Engineer
PandaDoc is a company that empowers organizations to streamline their document workflows. The Solutions Engineer will act as a trusted advisor throughout the sales cycle, collaborating with sales and product teams to help prospects understand how PandaDoc addresses their business challenges and drives ROI.
Contact ManagementDocument ManagementE-SignatureSaaSSales AutomationSoftware
Responsibilities
Partner closely with selling partners to own the technical and solution strategy across the full sales cycle, from discovery through close
Lead consultative discovery conversations to uncover customer pain points, business drivers, and success metrics
Translate customer goals into compelling, outcome-based PandaDoc demonstrations that clearly articulate value and ROI
Help unblock deals by proactively identifying risks, objections, and gaps, and proposing paths forward
Serve as a PandaDoc platform expert across: Document workflows, CPQ (Configure, Price, Quote), APIs, integrations, and automation, CRM ecosystems (Salesforce, HubSpot, Dynamics, etc.)
Design and deliver bespoke demos, workflow diagrams, and solution architectures tailored to each prospect’s environment
Explain complex technical concepts in clear, business-friendly language for both technical and non-technical audiences
Collaborate with Product and Engineering to stay ahead of roadmap developments and technical capabilities
Qualification
Required
Customer-facing, pre-sales experience in a Solutions Engineer / Sales Engineer role, or a blend of technical and sales-adjacent experience
Strong business empathy: you care deeply about customer outcomes and think in terms of ROI, impact, and value realization
Comfortable influencing stakeholders, navigating objections, and supporting deal strategy in partnership with Sales
Able to make the complex sound simple and compelling
Experience with SaaS platforms, business applications, and cloud-based solutions
Familiarity with integrations, APIs, REST, SDKs, JSON, or similar technologies
Experience working with or alongside CRM systems such as Salesforce, HubSpot, or Dynamics
Ability to understand and map customer business processes into scalable technical solutions
AI Fluency: Ability to build applications, solutions, and enhancements with AI for both internal use cases and external use cases
Self-starter: you take initiative, move quickly, and don't wait for perfect information
High self-awareness: open to feedback, continuously improving, and committed to learning
Team-oriented: you value shared success, knowledge-sharing, and collaboration
Preferred
Bachelor's degree in Computer Science or a related field
2+ years of experience in customer facing technical role
Experience building and delivering custom, story-driven demos for complex use cases
Exposure to sales workflows across Sales, Customer Success, Support, or Development teams
Benefits
Employees may be able to purchase company stock (or receive annual bonuses)
Employees (and their families) may enroll in the company's medical, dental, vision, short & long term disability, life insurance, FSA and 401k plans.
Employees will also receive 13.34+ hours of paid time off per month
6 self care days
Birthday PTO day
12 company paid holidays off per year.
Company
PandaDoc
PandaDoc enables users to create, deliver, and manage their teams’ quotes, proposals, contracts, and other sales collateral.
H1B Sponsorship
PandaDoc has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2023 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$56.94MKey Investors
Indico Capital PartnersOne PeakRembrandt Venture Partners
2025-12-16Series Unknown· $5.88M
2021-09-22Series C
2020-08-05Series B· $30M
Recent News
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2025-12-18
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Company data provided by crunchbase