Solutions Engineer

Solutions Engineer at PandaDoc

As a Solutions Engineer at PandaDoc, you will own the technical and solution strategy alongside your selling partners, from first discovery call through close. This is not a demo-runner seat or a support role. You are an equal partner in how deals are won.

PandaDoc sits at the center of document workflow, CPQ, and revenue operations. Our SEs need to be as comfortable mapping a prospect’s contract lifecycle into a PandaDoc solution as they are walking that prospect’s engineering team through our REST API.

What You’ll Do

• Partner with AEs to run the full technical sales cycle: discovery, solution design, demo, and close.
• Lead consultative discovery to uncover business pain, map processes, and define measurable success criteria.
• Build and deliver tailored, outcome-driven demos that connect PandaDoc’s platform to the customer’s actual workflows and CRM ecosystem.
• Proactively surface deal risks and objections, and propose clear paths forward.
• Develop deep product expertise across document workflows, CPQ, APIs, integrations, and automation.
• Build AI-powered workflows and tools that improve your own efficiency and raise the bar for the team.

What We’re Looking For

• Pre-sales or solutions engineering experience, or a strong blend of technical and customer-facing work in a revenue environment. You think in business outcomes, not feature lists. You move quickly, build trust fast, and take ownership without being managed.
• Experience running consultative sales cycles in a SaaS environment.
• Working knowledge of integrations, APIs (REST, JSON, SDKs), and CRM platforms like Salesforce, HubSpot, or Dynamics.
• Ability to translate complex technical concepts into clear, compelling narratives for any audience.
• Genuine curiosity about AI and a track record of building with it — whether that is workflow automation, internal tools, or something else entirely.

Bonus Points

• Hands-on experience with document workflows, contract processes, or CPQ.
• Experience building and delivering story-driven demos for complex, multi-stakeholder deals.
• CS degree or equivalent technical background.

Company Overview

PandaDoc empowers more than 53,000 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, & creative virtual team-bonding events. And although our Pandas are located 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

Our benefits include tremendous career growth opportunities, a competitive salary, health and commuter benefits, company-paid life & disability, 20+ PTO days, 401K and FSA plans, and of course, a fun team of Pandas to work with!

The annual OTE for this role is up to $130k OTE (base + variable tied to revenue outcomes).

PandaDoc is an Equal Opportunity Employer.

Key skills/competency

• Solutions Engineering
• Technical Sales
• SaaS
• APIs
• Integrations
• CRM
• Salesforce
• Consultative Selling
• AI
• Document Workflow