CPQ Solutions Engineer

January 8

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PandaDoc

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PandaDoc is a comprehensive document management solution that helps businesses streamline their document workflows. It offers a range of features including custom agreement generation, eSignatures, CPQ (configure, price, quote) capabilities, and real-time collaboration tools. PandaDoc is designed for ease of use, enabling teams to automate document creation and management processes, thus improving efficiency and reducing errors. The platform integrates with popular CRM systems, payment gateways, and other tools to facilitate seamless business operations. Focused on security and compliance, PandaDoc supports legal and secure electronic transactions, making it ideal for businesses looking to optimize their agreement management processes.

Sales Automation • Contact Management • Document Management • Digital Signage • SaaS

501 - 1000 employees

Founded 2011

☁️ SaaS

🤝 B2B

⚡ Productivity

💰 Series C on 2021-09

📋 Description

• The Solutions Engineer at PandaDoc is a technical resource that bridges the gap between sales and technology. • This role supports the PandaDoc revenue teams as their trusted technical advisor. • You will be an expert on the PandaDoc platform, PandaDoc API, and our integrations. • This is a Revenue and Customer-focused position that plays an integral role in the long-term success of organizations who may have the resources to grow on the PandaDoc. • You will be responsible for translating business, technical requirements, and customer pain points into a working PandaDoc demo. • Answering technical and business questions to instill trust within PandaDoc and our revenue teams. • Participate in Sales delivering technical reviews and technical demo’s to prospects via calls and video meetings; high level of collaboration with PandaDoc customers and internal teams. • Understand and map out client’s use cases for leveraging a CPQ solution. • Review client-provided spreadsheets containing relevant formulas. • Write detailed documentation of client’s use cases and how to deliver against objectives. • Create flow chart to diagram step-by-step processes. • Understand and map out complex customer issues in related to their business process and deliver trusted, long-term, high ROI solutions. • Build relationships with Product & Program Management, Engineering, and other parts of the Sales organization to increase technical/ business expertise and provide customer-centric feedback. • Establish confidence in recommendations via product expertise, custom product demonstrations, technical phone calls, workflow outlines, product roadmap discussions & business process diagrams. • Provide Tier III technical support; triage/troubleshoot escalations with New Business prospect.

🎯 Requirements

• Computer Science or related Bachelor's Degree • 2+ years SaaS experience in SaaS solutions, concepts, and business models • Strong presentation skills and customer-facing acumen • Experience building and leading bespoke technical demos. • Advanced familiarity with system integration methods such as web services, SDKs, & REST APIs • Experience using spreadsheet formulas and ability to interpret previous formulas • Experience with Salesforce, Dynamics, Hubspot, and other CRM solutions • Experience working with business functional areas including Sales, Customer Success, Customer Support, or Development • Experience with CPQ solutions is a plus • High Degree of Business Empathy: We are an extension of the businesses of our clients. • High Degree of Self-Awareness: You embody the ability to realize your actions, your strengths, and your weaknesses. • Self Starter: You embody the ability to become a PandaDoc product expert. • Team Player: You value team success as much as you value your own. • Communication: You will work closely with customers to identify solutions for their business.

🏖️ 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 • 10 company paid holidays off per year