Full-Time

CPQ Solutions Engineer

Posted on 9/11/2024

PandaDoc

PandaDoc

501-1,000 employees

Digital document management and eSigning platform

Enterprise Software
Cybersecurity

Compensation Overview

$150k - $175kAnnually

Junior, Mid

Remote in USA

Category
Solution Engineering
Sales & Solution Engineering
Required Skills
Hubspot
Salesforce
REST APIs
Requirements
  • Computer Science or related Bachelor's Degree
  • 2+ years SaaS experience in SaaS solutions, concepts, and business models
  • Strong presentation skills and customer-facing acumen
  • Experience building and leading bespoke technical demos
  • Advanced familiarity with system integration methods such as web services, SDKs, & REST APIs
  • Experience using spreadsheet formulas and ability to interpret previous formulas
  • Experience with Salesforce, Dynamics, Hubspot, and other CRM solutions
  • Experience working with business functional areas including Sales, Customer Success, Customer Support, or Development
  • Experience with CPQ solutions is a plus
  • High Degree of Business Empathy
  • High Degree of Self-Awareness
  • Self Starter
  • Team Player
  • Communication
Responsibilities
  • Participate in Sales delivering technical reviews and technical demo’s to prospects via calls and video meetings; high level of collaboration with PandaDoc customers and internal teams.
  • Understand and map out client’s use cases for leveraging a CPQ solution: Review client-provided spreadsheets containing relevant formulas, Write detailed documentation of client’s use cases and how to deliver against objectives, Create flow chart to diagram step-by-step processes
  • Understand and map out complex customer issues in related to their business process and deliver trusted, long-term, high ROI solutions
  • Build relationships with Product & Program Management, Engineering, and other parts of the Sales organization to increase technical/ business expertise and provide customer-centric feedback.
  • Establish confidence in recommendations via product expertise, custom product demonstrations, technical phone calls, workflow outlines, product roadmap discussions & business process diagrams
  • Provide Tier III technical support; triage/troubleshoot escalations with New Business prospect

PandaDoc provides a platform for digital document management, allowing users to create, manage, track, and eSign documents. The platform features customizable templates and real-time tracking, making it easier for businesses to handle their documentation efficiently. PandaDoc integrates seamlessly with other business tools, which helps streamline workflows and enhance productivity. Unlike many competitors, PandaDoc offers a subscription-based model with various pricing tiers to meet the needs of small businesses, enterprises, and individual professionals. The company's goal is to optimize document-related processes for its clients, addressing the growing demand for secure and efficient document management solutions.

Company Stage

Series B

Total Funding

$59.5M

Headquarters

San Francisco, California

Founded

2011

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

-13%
Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for integrated payment solutions boosts PandaDoc's market potential.
  • Rising adoption of remote work tools increases demand for PandaDoc's digital document solutions.
  • Expansion of API integrations enhances PandaDoc's platform connectivity and user productivity.

What critics are saying

  • Emerging startups with affordable solutions threaten PandaDoc's market share.
  • Rapid AI advancements may outpace PandaDoc's current document automation capabilities.
  • Data privacy concerns with payment integration could impact PandaDoc's reputation.

What makes PandaDoc unique

  • PandaDoc offers a fully integrated CPQ solution for HubSpot, enhancing sales processes.
  • The acquisition of Denario expands PandaDoc's payment capabilities, streamlining proposal-to-cash workflows.
  • PandaDoc's Rooms feature provides a unique digital space for sales content organization and sharing.

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