Professional Services Solutions Engineer

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Overview

The Professional Services Solutions Engineer will serve as a technical expert and strategic advisor during the pre-sales process, specializing in designing and articulating complex Professional Services solutions for prospective and existing clients. Reporting to the Director, Solutions Engineering, this role leads technical discovery, architects comprehensive solutions, and creates compelling proposals for complex, value-driven Professional Services engagements. The ideal candidate combines deep technical expertise, advanced consultative skills, and strategic thinking to drive revenue growth while ensuring proposed solutions are technically sound and deliverable.

Responsibilities

• Technical Sales Support: participate in the pre-sales process to provide technical expertise and Professional Services guidance; collaborate with Sales Team and Solutions Engineers to qualify opportunities and understand client requirements; support the development of technical presentations and demonstrations for prospective clients; address technical questions and concerns during client meetings and proposal discussions; articulate the value proposition of our Professional Services offerings from a business goal and technical perspective; contribute to RFP/RFI responses with detailed technical implementation approaches.
• Solution Scoping & Design: lead technical discovery sessions with prospective clients to understand complex requirements; assess client technical requirements and Professional Services needs; design initial solution architectures and Professional Services approach; estimate level of effort and resource requirements for Professional Services projects; identify technical risks and dependencies in potential engagements; collaborate with Professional Services team to validate technical approaches.
• Proposal Development: validate use of specific Professional Services SKUs/offerings; create custom statements of work for Professional Services engagements where necessary; develop detailed scope definitions that clearly outline deliverables and exclusions; collaborate with Sales on pricing strategies for PS proposals; define clear roles and responsibilities for both client and PS teams; document assumptions and prerequisites for successful PS engagements; create compelling technical narratives that differentiate our PS approach.
• Client Relationship Building: establish trust and credibility with prospective clients through technical expertise; conduct discovery sessions to understand client requirements and objectives; present PS approaches to client stakeholders at various levels including C-level; address client concerns regarding feasibility and approach; support contract negotiations on Professional Services matters; facilitate smooth transition from sales to PS for won opportunities.
• Knowledge Transfer & Delivery Alignment: document technical requirements and client expectations for delivery teams; conduct handoff meetings with PS teams for won opportunities; provide contextual information about client environment and requirements; remain available as a resource during initial phases of delivery; ensure alignment between sold scope and delivery approach; gather feedback from delivery teams to improve future scoping accuracy.
• Continuous Improvement: analyze win/loss outcomes to identify improvement opportunities in pre-sales approach; track actual Professional Services effort versus estimates to improve scoping accuracy; stay current on product features, capabilities, and Professional Services best practices; contribute to ongoing refinement and optimization of Professional Services SKUs, methodologies and tools; share knowledge and insights with the broader pre-sales and delivery organizations; identify patterns in client requirements to inform service offering development.
• Market Intelligence & Competitive Analysis: stay current on industry trends, competitor offerings, and emerging market needs; develop competitive intelligence on Professional Services offerings, pricing models, and delivery approaches; analyze win/loss data to refine solution approaches and proposal strategies; identify market opportunities for new service offerings or solution packages; provide insights to Professional Services team and leadership on market dynamics and competitive positioning.

Qualifications & Skills

Experience

• 5+ years of experience in technical consulting, solution engineering, or related roles
• Proven track record in pre-sales or technical sales support for software solutions
• Experience with software implementation or other Professional Services projects and methodologies
• Background in solution design and scoping for enterprise implementations
• History of successful collaboration with sales teams on complex opportunities
• Experience creating technical content for proposals and client presentations

Technical Skills

• Strong understanding of our software platform, features, and technical capabilities
• Knowledge of implementation methodologies and best practices
• Understanding of integration approaches and system interoperability
• Familiarity with cloud infrastructure and deployment models
• Ability to quickly assess technical environments and requirements
• Experience estimating Professional Services effort and complexity

Sales & Business Skills

• Understanding of the sales cycle and opportunity qualification process
• Experience developing services proposals and statements of work
• Ability to translate technical capabilities into business value
• Skills in solution pricing and scope definition
• Understanding of services contracting and engagement models
• Experience supporting contract negotiations from a technical perspective

Communication & Presentation

• Excellent verbal and written communication abilities
• Strong presentation skills for technical and business audiences
• Ability to explain complex technical concepts to non-technical stakeholders
• Experience leading discovery and scoping sessions with clients
• Skills in creating compelling technical narratives and proposals
• Confident and articulate in client-facing situations

Problem-Solving & Analytical Skills

• Strong analytical thinking and problem-solving capabilities
• Ability to quickly understand client business problems and technical needs
• Experience designing solutions to address complex requirements
• Skills in risk assessment and mitigation planning
• Capacity to balance client needs with implementation feasibility
• Attention to detail in requirements gathering and solution design

Additional Skills

• Self-motivated with ability to work independently
• Collaborative approach to working with sales and delivery teams
• Adaptability to changing requirements and priorities
• Strong time management and organizational abilities
• Business acumen and understanding of implementation economics
• Proactive and solution-oriented mindset

Education & Certifications

• Bachelor's degree or commensurate experience preferred; degree in Computer Science, Information Technology, or related field a plus
• Technical certifications relevant to our platform or technologies
• Project management or solution design certifications a plus
• Sales methodology training beneficial

Travel Requirements

• Willingness to travel up to 20-40% (domestic and international) to support client engagements and sales activities

Location

• Flexible with preference for major business hubs in North America (ET) or Europe (GMT/CET)

We are united by a shared purpose and are committed to truly understanding each other. We know that everyone is unique and has their own story. We strive to have a diverse workforce that embraces and celebrates one another.

Why Work For Unily?

• Our awesome team culture: results-focused, collaborative, and supportive.
• Industry-leading product with ongoing evolution and internal usage to build expertise.
• Flexible, hybrid work model and emphasis on work/life balance.
• Modern office spaces and pet-friendly environments where possible.
• Extensive benefits: UK and US offerings described by country, including holidays, health cover, pensions, and more.
• Commitment to sustainability and community impact, including volunteering opportunities.

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