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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 DoRevenue & 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.
- 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.
- 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.
- 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.
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, best in class perks and benefits. We hire collaborative, customer obsessed, problem solvers and give you ample opportunity to grow and succeed.
If you are passionate about data, proactive in your approach, and excited to make a difference, we'd love to hear from you.
PandaDoc empowers more than 60,000 growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document workflow automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more. For more information, please visit https://www.pandadoc.com.
Company Culture:We're known for our work-life balance, kind co-workers, & virtual team bonding events. Although our Pandas are located remotely across the globe, we stay connected with the help of technology and ensure that everyone on our team feels, well, like a team.
Pandas work best when they're happy. We retain our talent by upholding our values of integrity & transparency, and selling a product that changes the lives of our customers.
Check out our LinkedIn to learn more.
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, and 12 company paid holidays off per year.
The annual range for this role is $130k OTE, with an 80/20 base-to-variable split.
PandaDoc is an Equal Opportunity Employer. We are committed to equal treatment of all employees without regard to race, national origin, religion, gender, age, sexual orientation, veteran status, physical or mental disability or other basis protected by law.
Application deadline 02/29/26
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