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Professional Services Solutions Engineer
Professional Services Solutions EngineerUnily • New York, NY, US
Professional Services Solutions Engineer

Professional Services Solutions Engineer

Unily • New York, NY, US
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Professional Services Solutions Engineer – Unily

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Overview

Unily partners with the world's largest and most complex enterprises to power Organizational Velocity through digital Employee Experience transformation. Iconic brands, including Estée Lauder Companies, CVS Health, and British Airways, use Unily's market-leading Employee Experience platform to improve productivity, streamline communication, and foster a highly connected workplace.

Unily is recognized as a Leader in the 2024 Gartner Magic Quadrant for Intranet Packaged Solutions, the 2024 Forrester Wave : Intranet Platforms, and the IDC MarketScape : Worldwide Experience-Centric Intelligent Digital Workspaces 2024. The company continues to grow and expand its employee community with people who are passionate about joining on this exciting journey.

Job Purpose

The Professional Services Solutions Engineer will serve as a technical expert and strategic advisor during the pre-sales process, specializing in designing and articulating complex Professional Services solutions for prospective and existing clients. Reporting to the Director, Solutions Engineering, this role will lead technical discovery, architect comprehensive solutions, and create compelling proposals for complex, value-driven Professional Services engagements. The ideal candidate will combine deep technical expertise, advanced consultative skills, and strategic thinking to drive revenue growth while ensuring proposed solutions are technically sound and deliverable.

Main Responsibilities

  • Technical Sales Support : 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; address technical questions during client meetings and proposal discussions; articulate the value proposition of our Professional Services offerings; contribute to RFP / RFI responses with detailed technical implementation approaches.
  • Solution Scoping & Design : Lead technical discovery sessions; assess client technical requirements and professional services needs; design initial solution architectures and approach; estimate level of effort and resource requirements; identify technical risks and dependencies; collaborate with Professional Services team to validate technical approaches.
  • Proposal Development : Validate use of specific Professional Services SKUs / offerings; create custom statements of work; develop detailed scope definitions; collaborate with Sales on pricing strategies; define clear roles and responsibilities; document assumptions and prerequisites; create compelling technical narratives.
  • Client Relationship Building : Establish trust through technical expertise; conduct discovery sessions; present PS approaches to client stakeholders including at C-level; address feasibility concerns; support contract negotiations; facilitate smooth transition from sales to PS for won opportunities.
  • Delivery Alignment & Knowledge Transfer : Document technical requirements for delivery teams; conduct handoff meetings; provide contextual client environment information; remain available during initial delivery; ensure alignment between sold scope and delivery approach; gather feedback to improve scoping accuracy.
  • Continuous Improvement & Market Intelligence : Analyze win / loss outcomes; track actual PS effort versus estimates; stay current on product features and best practices; refine SKUs, methodologies, and tools; share knowledge with pre-sales and delivery teams; identify market opportunities for new offerings.

Requirements

Experience

  • 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
  • Technical Skills

  • 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
  • Sales & Business Skills

  • 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
  • Communication & Presentation

  • 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
  • Problem-Solving & Analytical Skills

  • Strong analytical thinking and problem-solving capabilities
  • Ability to understand client business problems and technical needs quickly
  • Experience designing solutions to address complex requirements
  • Risk assessment and mitigation planning
  • Balance client needs with implementation feasibility
  • Attention to detail in requirements gathering and solution design
  • Additional Skills

  • Self-motivated with ability to work independently
  • Collaborative approach 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
  • Education & Certifications

  • Bachelor's degree or commensurate experience; 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
  • Travel & Location

  • 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) or Europe (GMT / CET)
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