SOP: Sales Engineer

Sales Engineer SOP (Charlie) 

Objective: Drive technical sales solutions, support complex sales processes, and bridge the gap between technical capabilities and customer business needs.

Key Responsibilities:

• Provide in-depth technical product demonstrations and presentations to potential clients.

• Develop and deliver customized technical solutions that address specific client challenges.

• Collaborate closely with sales team to understand client requirements and technical constraints.

• Conduct comprehensive technical evaluations and proof-of-concept demonstrations.

• Prepare detailed technical proposals, solution architectures, and implementation roadmaps.

• Support pre-sales activities, including technical discovery calls and client consultations.

• Assist in creating technical documentation, case studies, and product collateral.

• Provide post-sales technical support and ensure successful client onboarding.

• Maintain deep understanding of company's AI-powered PSA and automation solutions.

• Continuously update technical knowledge of product capabilities and market trends.

• Participate in product feedback loops and contribute to product development insights.

• Develop and maintain strong technical credibility with potential and existing clients.

Technical Competencies:

• Advanced understanding of AI technologies and business automation solutions

• Strong communication skills across technical and non-technical audiences

• Proficiency in solution architecture and technical problem-solving

• Ability to translate complex technical concepts into business value propositions

Sales and Client Engagement Expectations:

• Maintain a weekly pipeline of potential technical demonstrations

• Participate in weekly sales team pipeline review meetings

• Track and report on technical win rates and solution effectiveness

• Develop and maintain relationships with key technical decision-makers in target organizations

Performance Metrics:

• Number of successful technical demonstrations

• Conversion rates of technical presentations to sales opportunities

• Client satisfaction scores for technical solutions

• Contribution to sales pipeline and revenue generation

Reporting To: CEO
Daily Tasks:

• Review and prepare for scheduled client technical presentations

• Update sales opportunity tracking system with technical insights

• Respond to technical inquiries from sales team and potential clients

• Collaborate with product development team on technical feedback and improvements

• Conduct research on emerging technologies relevant to company's solutions

Continuous Learning:

• Allocate minimum 2 hours per week to technical training and skill development

• Stay updated on latest AI, CRM, and automation technology trends

• Participate in internal and external technical workshops and conferences