Pre-Sales Engineer
Core
Pre-Sales Engineer supporting the sales team with technical expertise, product demonstrations, and RFP/RFI responses to accelerate deal cycles.
Role type
Pre-Sales Engineer (SaaS)
Builds
Tailored product demonstrations, POCs, and technical solutions for enterprise revenue technology customers
Domain
SaaS / Revenue Technology / Agentic AI (via careerplan.io/jobs/86-005-26-46D-pre-sales-engineer)
Deliverable
product features
Required skills
SaaS architecture knowledge, API integrations, CRM platforms (Salesforce, HubSpot), RFP/RFI response management, technical consulting, objection handling, cross-functional collaboration
Preferred skills
CPQ solutions experience, sales enablement tools experience, RFP/RFI response software (RFPIO, Loopio)
Technologies
Salesforce, HubSpot, CPQ, RFPIO, Loopio
Responsibilities
Partner with Account Executives to strategize sales processes; Develop and present tailored product demonstrations and POCs; Engage with prospects to define needs and recommend platform configurations; Serve as technical resource for platform capabilities, integrations, security, and scalability; Assist with RFP/RFI responses; Collaborate with Product, Engineering, and Customer Success teams
Seniority
Mid-level, hands-on IC
