Workplace Solutions - Sales Engineer, Associate

Sales Engineer 

The Sales Engineer will play a key role in the Sales team, ensuring seamless coordination, effective support, high performance, and excellence in execution across the following key areas:

Requests for Proposal (RFP)

• Serve as the primary liaison between the RFP team and Sales team.
• Review proposals to ensure accuracy and alignment with client needs.
• Draft responses where specialized sales team knowledge is required.

Field Sales Support

• Deliver comprehensive demo support, including leading technical proofs of concept and product demonstrations.
• Present key system functionalities (Admin System, Participant Experience, Reporting) as needed.
• Provide additional information to enhance sales efforts.
• Develop and maintain field sales resources and training programs to improve sales cycle efficiency.
• Maintain up-to-date process documentation and coordinate training for new or updated sales processes.
• Collaborate with regional sales teams to ensure consistent process communication.
• Partner with Marketing to update client presentations, proposal/LOI documents, product videos, and event/conference materials.

Sales Administration and Process Improvement

• Support the Product Review Group (PRG) and contribute to ongoing sales process enhancements.

Product/Sales Liaison

• Review all new product release notes to understand functionality and assess client/participant impact.
• Collaborate with Product and CRM teams to determine appropriate content for client-facing roadmaps and release notes.
• Coordinate training for the Sales team on new product features, including setup, functionality, and effective sales strategies.

Required Qualifications

• Bachelor’s degree in Business, Finance or a related field.
• Proven experience in sales engineering, sales enablement, or a similar role.
• Strong leadership and team management skills.
• Excellent communication and collaboration abilities.
• Deep understanding of sales processes and technical product knowledge.
• Demonstrated ability to drive process improvement and training initiatives.
• Experience with proposal development and client presentations.
• Proficiency in CRM and sales enablement tools.