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RKL

Presales Engineer

Posted 5 Days Ago
Remote
Hiring Remotely in USA
2-3
Junior
Remote
Hiring Remotely in USA
2-3
Junior
The Presales Engineer presents sales demos, supports lead discovery, manages client relationships, and collaborates with teams for solutions, ensuring customer satisfaction.
The summary above was generated by AI
The Presales Engineer is responsible for presenting sales solution demos and webinars to prospects and supporting the sales team in the lead discovery and qualification process. They may also be asked to represent RKL eSolutions at prospect tradeshows, RKL Industry Groups, and publisher events.Success FactorsResponsibilities
  • Participate in sales discovery process to identify and document current systems, business challenges, and opportunities for innovation and improvement

  • Collaborate with sales and consulting teams to design and configure a proof-of-concept demonstration environment around critical requirements outlined in Summary of Findings

  • Present proof-of-concept solution presentations to prospects and follow up regarding any open functional and technical questions

  • Provide pre sales support and share best practices across the team. Participate and provide input during services scoping and statement of work preparation

  • Facilitate a smooth transition from sales to consulting by attending project kick off meetings (internal and customer facing) and providing sufficient background about the customer and their requirements to consultants.

  • Assist with post sale customer care engagements as needed

  • Acquire and maintain necessary product certifications and sales methodology training to keep up to date with subsequent enhancements, as well as industry changes

  • Maintain on-going awareness regarding relevant add-on products that support customer requirements and compliment primary product offerings

  • Demonstrate excellent customer service

  • Develop and nurture relationships with prospects and Sage Account Executives

  • Other duties as assigned

People Management/Relationships
  • Take initiative to be a team player (seeks out opportunities to help others)
  • Treat everyone with respect and develop loyalty and trust with team
  • Successfully adapt to different personalities and working styles
  • Proactively and effectively communicate information regarding status issues to team members
  • Hold self accountable for assigned work; seek continuous feedback to learn and develop in role; is open to new ideas and suggestions
Required Skills
  • Ability to shift focus and adapt to change
  • Situational fluency to demonstrate software capabilities
  • Strong listening, presentation and communication skills
  • Ability to translate technical requirements/features to a non-technical audience when necessary
  • Ability to relate to the prospect and focus on their specific needs
  • Technically oriented possessing an aptitude for rapidly learning complex software applications
  • Great communicator and quick at learning and understanding new technology skills with an aptitude for public speaking
  • Ability to rapidly assimilate and distil complex topics in the form of a presentation
Education, Experience and Certifications
  • Bachelor of Science in Information Systems, Business Management, Engineering, Marketing or related field
  • 2+ years’ experience in B2B marketing/sales role with software demonstration background
  • Sage product certified
  • Knowledge of sales execution methodology with product implementation expertise
  • Industry expertise and awareness of key technical and accounting business processes
     
Essential Functions
  • Must be able to remain in a stationary position as needed
  • The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
  • Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
  • Ability to communicate in a professional manner and exchange information with internal and external customers as needed
  • Ability to lift/carry up to 20 pounds
  • Ability to work outside of normal business hours and weekends as needed
  • Ability to travel to local and non-local clients as needed, overnight travel may be required
  • This job description is subject to change at any time and employee will be given additional responsibilities as assigned.

Salary Range:

Top Skills

Business Management
Engineering
Information Systems
Sage Software

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