The Pre‑Sales Engineer is responsible for delivering high‑quality technical expertise, solution guidance, and sales support throughout the customer buying journey. This role partners closely with Sales, Product, and Delivery to translate customer needs into clear, scalable, and commercially sound solutions across Access’ Core, Energy, and Healthcare portfolios.
The Pre‑Sales Engineer ensures strong discovery, compelling demonstrations, and disciplined technical validation to improve win rates and accelerate sales velocity
Core Responsibilities
- Technical Discovery & Solution Design
- Lead high‑quality discovery sessions to understand customer requirements, use cases, and desired outcomes.
- Translate business needs into clear technical recommendations aligned to Access’ product portfolio.
- Design solutions that are operationally feasible, scalable, and aligned with internal standards and governance.
- Support the development of solution documentation, diagrams, and scoping materials.
- Customer Engagement & Demo Delivery
- Deliver compelling product demonstrations tailored to each customer’s industry, maturity, and challenges.
- Serve as the technical subject matter expert in customer meetings, workshops, and evaluations.
- Translate complex concepts into simple, value‑focused narratives.
- Proposal Support & Deal Execution
- Partner with Sales to develop proposals, statements of work, and configuration guidance.
- Participate in deal qualification, aligning technical engagement to validated opportunities.
- Ensure all technical deliverables meet established quality, pricing, and scope standards.
- Collaboration With Product & Delivery
- Provide structured feedback on customer trends, feature gaps, and competitive insights.
- Support alignment between Sales → Pre‑Sales → Delivery to ensure a smooth customer handoff.
- Collaborate with Product on roadmap discussions and demo environment improvements.
- Vertical & Portfolio Expertise
- Maintain deep working knowledge across Access’ solutions, with additional specialization where assigned (Core, Energy, Healthcare).
- Understand relevant regulatory and operational factors that influence customer requirements.
- Stay current on industry trends, competitor offerings, and customer use cases.
$140,000-$150,000
Skills Required
- Lead technical discovery sessions to capture customer requirements and use cases.
- Translate business needs into technical recommendations and design scalable solutions.
- Deliver tailored product demonstrations and act as technical subject matter expert.
- Support proposal development, statements of work, and deal qualification.
- Collaborate with Product and Delivery to ensure alignment and smooth handoffs.
- Maintain deep working knowledge of Access solutions and specialize in assigned verticals (Core, Energy, Healthcare).
- Understand relevant regulatory and operational factors affecting customer requirements.
What We Do
Access is the fastest growing information management provider, globally. We’ve grown through our commitment to exceeding the expectations of our clients, company and community every day. We’re dedicated to delivering the very best customer experience to our clients, growth opportunities for our team members and active involvement and service to our local communities. For businesses requiring secure, cost-effective management of paper and digital documents, Access is the responsive partner with the proven expertise to help leverage your information assets. Access delivers extensive paper and digital document services with powerful technologies, analytics, and metrics to manage the lifecycle of your documents and, unlike traditional document storage options or technology offerings that only provide a partial solution, we provide comprehensive solutions and the very best service that advance the way our 27,500 clients manage information.
