Sales Engineer
ConnectWise

Job Title: Sales Engineer
General Summary:
The Sales Engineer is responsible for assessing the potential application of products or services and offers solutions
that meet customer needs. This role works in partnership with the Sales team to drive Sales support, generate
pipeline, and help create an overall successful adoption of the products and services all the way to implementation
and onboarding.
Essential Duties & Responsibilities:
• Provides support to the Sales team(s), with a high attention to detail
• Researches, analyzes, and documents findings
• Researches and presents reports showing potential customers the cost benefit of purchasing company
products or services
• Provides technical training to clients and communicates customer feedback for future product
developments
• Represents both technical and functional aspects of our suite of products/services and proposes how
these benefit prospective customers
• Provides exemplary technical expertise and independent creative discretion in producing technical and
product demonstrations and presentations
• Executes proof of concepts with prospects at both a technical and business level to show value
• Exercises discretion and judgement regarding product specifications required to address customer
requirements, assesses customers’ needs, and recommends solutions that optimize value
• Works independently or as part of a sales team with customers to position technology to both business
and technical users in a consultative manner and through product capability assessments
• Prepares, researches, and provides input into technical RFPs/RFQs
• Acts as a key point of contact for cross-functional teams to provide product knowledge and technology
expertise through training, coaching, and product support
• Pursues and maintains professional and technical knowledge through ongoing training and education
• May coach and review the work of other team members
Knowledge, Skills, and/or Abilities Required:
• Ability to manage projects and processes independently with limited supervision
• Advanced knowledge of applicable work area
• Ability to situationally adapt and understand new technology/processes as per partner requirement
• Proven sales track record of success
• Ability to identify opportunities and leverage internal and external resources appropriately
• Understanding of relevant products and services
• Excellent communication and interpersonal skills
• Team player with willingness to work both in a team environment as well as independently
Educational/Vocational/Previous Experience Recommendations:
• Bachelor’s degree in related field or equivalent business experience
• 3+ years of relevant experience
• Experience with a business process or management application
• Experience with a CPQ tool
• Experience with a CRM, such as Salesforce
• Preferred: Consultant experience
• Preferred: Experience in relevant channels such as MDP, VAR, OE, TSP, Internal IT, and/or MSP+
Working Conditions:
• Onsite depending on location
• 20-30% travel may be required
• May require occasional work outside of normal business hours (conferences, events, securing deals, etc.)
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