Full-Time
Professional Services Sales
Posted on 9/4/2025
Unily
201-500 employees
Employee experience and collaboration platform
No salary listed
New York, NY, USA
Hybrid
Hybrid role; travel up to 40% (domestic and international).
 Sales & Account Management (1) |
|---|
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- Willingness to travel up to 20-40% (domestic and international) to support client engagements and sales activities
- Flexible with preference for major business hubs in North America (ET)
- 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
- 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
- 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
- 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
- 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
- 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 the 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
- 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
- Willingness to travel up to 20-40% (domestic and international) to support client engagements and sales activities
- Location flexibility with preference for major business hubs in North America (Eastern Time)
- 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
Unily is a digital platform that enhances the employee experience within large organizations. It operates in the internal communications and collaboration space, helping multinational companies connect, inform, and engage employees across locations and devices. The platform supports targeted multilingual communications, bridging head office and frontline workers, and enables non-desk workers to stay connected on the go. It integrates multiple applications into a single digital experience and provides centralized access to information through a powerful search, reducing knowledge silos. Unily also offers extranet experiences for partners, customers, investors, alumni, contractors, and more. The business model is subscription-based, with a free demo option for potential clients.
Company Size
201-500
Company Stage
Late Stage VC
Total Funding
$68M
Headquarters
Guildford, United Kingdom
Founded
2005
Simplify's Take
What believers are saying
- Agent Orchestrator positions Unily as multi-agent orchestration layer amid enterprise AI adoption.
- Feature Store plug-and-play integrations reduce implementation friction and accelerate customer time-to-value.
- Insight Center governs multiple AI assistants, capturing enterprise AI governance market opportunity.
What critics are saying
- Microsoft Viva's 70% adoption and native 365 integration directly commoditizes Glass capabilities.
- OpenAI's May 2026 enterprise agent framework offers free Workday/ServiceNow integrations, eroding subscription moat.
- CEO Lokdeep Singh's concurrent Talkwalker role diverts focus from AI Futures roadmap execution.
What makes Unily unique
- AI-native execution layer Glass eliminates app-switching, saving employees 15+ minutes daily.
- Frontline-first design serves non-desk workers across retail, manufacturing, and distributed enterprises.
- Unified integration framework connects 50+ enterprise systems including Workday, ServiceNow, Salesforce seamlessly.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Unlimited Paid Time Off
Paid Vacation
Paid Sick Leave
Hybrid Work Options
401(k) Retirement Plan
401(k) Company Match
Employee Referral Bonus
Growth & Insights and Company News
6 month growth
↑ 0%1 year growth
↑ 1%2 year growth
↑ 2%Unily named a Leader in latest Intranet Platforms report. Apr 09, 2026, 10:00 ET LONDON, April 9, 2026 /PRNewswire/ - Unily, the award-winning employee experience platform, today announced it has been named a Leader in The Forrester Wave(TM): Intranet Platforms, Q1 2026. Published by Forrester, the report evaluates the most significant intranet platform providers across criteria including current offering, strategy, and customer feedback. The Wave provides an independent assessment of the market, helping enterprise leaders compare solutions and select platforms aligned to their digital workplace needs. The recognition positions Unily among the most significant intranet platform providers. The report states, "Unily's architecture provides strong overall content repository and metadata capabilities along with strong support for mobile and the needs of frontline workers." Unily achieved the highest possible scores across 11 criteria, including developer resources, frontline worker support, content and metadata management, audience segmentation, experience touchpoints, employee journeys, branding and templating, delegated administration, and roadmap and supporting services. According to the report, Unily "serves the needs of large and midsize enterprises." The evaluation notes that, "tools for delegating administrative roles and providing branding/templating for different lines of business will appeal to large, complex organizations, and audience segmentation capabilities are flexible." We believe the recognition comes at a time of significant transformation in the intranet market. Organizations are moving beyond static communication tools toward AI-native platforms that connect people, information, and work. Increasingly, intranet platforms are expected to find, synthesize, and act on validated information, reflecting a broader shift toward more intelligent, action-oriented digital workplaces. As AI becomes central to enterprise technology strategy, the report notes Unily's "bring-your-own-AI-assistant/agent approach," and that "Unily is executing on a roadmap that will transform it into an AI-native platform." These capabilities are designed to help organizations surface knowledge faster, automate workflows, and enable employees to take action within the flow of work. Lokdeep Singh, CEO of Unily, commented: "The intranet is being redefined from a destination for information to a system that helps employees take action. To me, being named a Leader in The Forrester Wave reflects how we're building for that shift. Enterprises don't just need better communication tools, they need platforms that can connect people, knowledge, and workflows, and increasingly, do that intelligently. Our focus is on delivering that next generation of experience, where AI helps cut through complexity and enables employees to move faster with confidence. We see this recognition as acknowledgment of that vision and the role the intranet can play at the center of the digital workplace." The report states that "Enterprises, including those with a need to support mobile-first deskless workers and those that have an established AI strategy with preferred agents and assistants, should consider Unily." Beyond product capabilities, Unily continues to invest in its global customer and partner community, enabling organizations to share best practices and accelerate digital workplace transformation. Katy Hiller, CMO at Unily, added: "What's exciting is not just the recognition itself, but what it signals to us about the future of the market. Employee experience is increasingly defined by how effectively organizations connect people, information, and action across the workplace. Through initiatives like Unite, we're bringing together a global community of leaders to share ideas and shape what's next. That collaboration is essential to turning technology into meaningful business impact." Unily is positioned among top intranet platforms in the market. It will support intranet and employee experience platform requirements for enterprises navigating increasing complexity and AI-driven transformation. Forrester does not endorse any company, product, brand, or service included in its research publications and does not advise any person to select the products or services of any company or brand based on the ratings included in such publications. Information is based on the best available resources. Opinions reflect judgment at the time and are subject to change. For more information, read about Forrester's objectivity here. About Unily Unily is the leading AI-native employee experience platform that delivers an employee app, employee intranet, and internal communications solutions for global enterprises with 1k to 1m employees. Unily provides a unified digital workplace experience that connects people, content, and tools across desk-based and frontline teams. Unily's award-winning employee app and employee intranet reduce friction to improve productivity and engagement at scale. Industry leaders like Shell, CVS Health, and American Airlines use Unily to accelerate transformation, streamline internal communications, and strengthen collaboration across the organization. Recognized as a Leader by Gartner, Forrester, and IDC, Unily is shaping the future of work for millions of employees worldwide. About The Forrester Wave(TM) The Forrester Wave(TM) is a proprietary evaluation framework developed by Forrester to assess technology providers within specific markets. Vendors are evaluated against a defined set of criteria, including current offering and strategy, and positioned based on their relative strengths. The Forrester Wave(TM): Intranet Platforms, Q1 2026 report provides enterprise leaders with an independent view of the market, helping organizations compare solutions and make informed decisions about their digital workplace and employee experience strategies. Access the report A complimentary copy of The Forrester Wave(TM): Intranet Platforms, Q1 2026 report is available here: [https://www.unily.com/resources/reports/the-forrester-wave-intranet-platforms] SOURCE Unily
Unily has announced the availability of Unily Glass, an AI-native conversational execution layer that enables employees to complete tasks across enterprise systems without switching applications. The platform, generally available from 31 March 2026, transforms Unily's employee experience platform from an information hub into an execution environment. Unily Glass allows employees to retrieve information and execute actions across integrated applications including Workday, Salesforce, ServiceNow, Microsoft 365 and Google Workspace through natural language. The platform offers over 60 executable actions, enabling tasks such as raising IT tickets and requesting time off within a single interface. Early participants in Unily's Lighthouse Programme estimate the platform saves over 15 minutes per employee daily. The launch represents the first capability under Unily Futures, with additional features planned for July 2026.
ScreenCloud have partnered with Unily, the leading Employee Experience Platform (EXP) recognized by Gartner, Forrester and IDC, to release a groundbreaking study into the challenges with frontline workers in major global enterprise.
NEW YORK, Sept. 9, 2025 /PRNewswire/ - Unily, the award-winning employee experience platform (EXP), has announced the launch of Agent Orchestrator, a future-focused innovation designed to help enterprises navigate the rise of AI agents within the workplace.
LONDON, UNITED KINGDOM, June 13, 2025 / EINPresswire.com / - Unily, the award-winning Employee Experience Platform powering the world's most iconic enterprises, today announced the appointment of Lokdeep Singh as Chief Executive Officer, effective immediately.