Solutions Engineer

The Solutions Engineer role at PandaDoc is a revenue-driving, customer-facing partner who serves as a trusted advisor throughout the sales cycle. You will work alongside Sales, Account Management, and Product teams to help prospects understand how PandaDoc solves real business problems, accelerates revenue, and drives measurable ROI.

This role sits at the intersection of sales strategy, technical expertise, and business consulting. You will deeply understand PandaDoc’s platform, including APIs, CPQ, integrations, and workflows while excelling at discovery, value articulation, and outcome-based demonstrations that move deals forward.

Successful Solutions Engineers at PandaDoc are not just technical experts they are strategic selling partners who know how to influence decisions, navigate complex buying groups, and align PandaDoc’s capabilities to a customer’s strategic initiatives.

What You’ll Do

Revenue & Sales Impact

• 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.

Solution Design & Technical Excellence

• 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.
  
  

About You

Sales & Business Mindset

• 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.
  
  

Technical Foundation 

• 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.

Personal Attributes

• 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.
  
  

It’d Be Great If You Have

• 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.

Why PandaDoc?

At PandaDoc, we are building a data-driven future where analytics are at the heart of our decision-making processes. As the Senior Manager of Revenue Analytics, you will play a critical role in shaping that future, leading a team that directly impacts our growth and success.
Through PandaDoc, we offer employees competitive compensation, be