Sales Engineer

Sales Engineers—sometimes called Technical Sales Engineers or Pre-Sales Engineers—bridge the gap between sales and technology, supporting the sales team with technical knowledge and solutions. Their primary responsibilities include:

  • Explaining Complex Products Simply: They translate complex technical information into clear business value for clients and prospects.
  • Product Demonstrations: Running live or virtual demos to showcase how a product can solve customer pain points.
  • Customer Needs Analysis: Engaging with customers to understand their challenges and proposing tailored solutions.
  • Collaboration: Working closely with both the sales and product development teams to relay customer feedback and optimize offerings.

Example: When a tech company pitches its AI platform to a large manufacturer, the Sales Engineer explains how the technology will integrate with existing systems and answers in-depth technical questions during meetings—making the deal possible.

Skills
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Sales Engineering

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CRM Software

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Product Demonstrations

Technical Expertise, Communication Skills, Problem-Solving, Relationship Building, Time Management

Responsibilities

Job Title

Choose based on your candidate pool needs:

  • Specialized: Automation Solutions Sales Engineer
  • Broad: Sales Engineer

Job Summary

The Sales Engineer bridges technical expertise and sales, analyzing client needs, delivering product demonstrations, and designing solutions that fit customer requirements. This role ensures a seamless customer journey from first pitch to technical onboarding and supports revenue goals by aligning tailored solutions with business challenges.

Key Responsibilities

  • Deliver technical product demonstrations and presentations to prospective clients.
  • Analyze customer technical requirements and recommend optimal product solutions.
  • Collaborate with sales, product, and engineering teams to relay client feedback and implement improvements.
  • Respond to RFPs (Requests for Proposal) and provide documentation or proposals.
  • Support the sales cycle by acting as a technical liaison and trusted advisor.
  • Create solution designs and conduct proof-of-concept trials where needed.
  • Develop and maintain strong client relationships post-sale for ongoing support.

Requirements

  • Bachelor’s degree in Engineering, Computer Science, or a related technical field.
  • 2–4 years of experience in a technical sales or sales engineering role.
  • Strong knowledge of [relevant technology/product] (customize as needed).
  • Excellent presentation and communication skills.
  • Demonstrated ability to solve complex customer problems with technology and business solutions.

Must Have

  • Prior experience as a Sales Engineer or technical sales professional.
  • Proven technical troubleshooting and consultative sales record.
  • Proficiency with CRM tools (e.g., Salesforce, HubSpot).
  • Ability to turn technical features into business benefits during customer interactions.

Soft Skills

  • Outstanding verbal and written communication
  • Customer relationship management
  • Analytical thinking and problem-solving
  • Time management across multiple deals or projects
  • Teamwork and ability to collaborate cross-functionally

Hard Skills

  • Product demonstration and solution selling techniques
  • Technical consultation for enterprise/B2B solutions
  • Familiarity with CRM and sales enablement software
  • Technical documentation and RFP response writing
  • Industry-specific technology know-how (e.g., software, hardware, automation)

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