Presales Engineer

Sorry, this job was removed at 06:20 p.m. (CST) on Thursday, Aug 28, 2025
Hiring Remotely in USA
Remote
Consulting • Financial Services
The Role
The Presales Engineer is responsible for presenting sales solution demos and webinars to prospects and supporting the sales team in the lead discovery and qualification process. They may also be asked to represent RKL eSolutions at prospect tradeshows, RKL Industry Groups, and publisher events.Success FactorsResponsibilities
  • Participate in sales discovery process to identify and document current systems, business challenges, and opportunities for innovation and improvement

  • Collaborate with sales and consulting teams to design and configure a proof-of-concept demonstration environment around critical requirements outlined in Summary of Findings

  • Present proof-of-concept solution presentations to prospects and follow up regarding any open functional and technical questions

  • Provide pre sales support and share best practices across the team. Participate and provide input during services scoping and statement of work preparation

  • Facilitate a smooth transition from sales to consulting by attending project kick off meetings (internal and customer facing) and providing sufficient background about the customer and their requirements to consultants.

  • Assist with post sale customer care engagements as needed

  • Acquire and maintain necessary product certifications and sales methodology training to keep up to date with subsequent enhancements, as well as industry changes

  • Maintain on-going awareness regarding relevant add-on products that support customer requirements and compliment primary product offerings

  • Demonstrate excellent customer service

  • Develop and nurture relationships with prospects and Sage Account Executives

  • Other duties as assigned

People Management/Relationships
  • Take initiative to be a team player (seeks out opportunities to help others)
  • Treat everyone with respect and develop loyalty and trust with team
  • Successfully adapt to different personalities and working styles
  • Proactively and effectively communicate information regarding status issues to team members
  • Hold self accountable for assigned work; seek continuous feedback to learn and develop in role; is open to new ideas and suggestions
Required Skills
  • Ability to shift focus and adapt to change
  • Situational fluency to demonstrate software capabilities
  • Strong listening, presentation and communication skills
  • Ability to translate technical requirements/features to a non-technical audience when necessary
  • Ability to relate to the prospect and focus on their specific needs
  • Technically oriented possessing an aptitude for rapidly learning complex software applications
  • Great communicator and quick at learning and understanding new technology skills with an aptitude for public speaking
  • Ability to rapidly assimilate and distil complex topics in the form of a presentation
Education, Experience and Certifications
  • Bachelor of Science in Information Systems, Business Management, Engineering, Marketing or related field
  • 2+ years’ experience in B2B marketing/sales role with software demonstration background
  • Sage product certified
  • Knowledge of sales execution methodology with product implementation expertise
  • Industry expertise and awareness of key technical and accounting business processes
     
Essential Functions
  • Must be able to remain in a stationary position as needed
  • The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
  • Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
  • Ability to communicate in a professional manner and exchange information with internal and external customers as needed
  • Ability to lift/carry up to 20 pounds
  • Ability to work outside of normal business hours and weekends as needed
  • Ability to travel to local and non-local clients as needed, overnight travel may be required
  • This job description is subject to change at any time and employee will be given additional responsibilities as assigned.

Salary Range:

Similar Jobs

Motorola Solutions Logo Motorola Solutions

Presales Engineer

Artificial Intelligence • Hardware • Information Technology • Security • Software • Cybersecurity • Big Data Analytics
Remote or Hybrid
New Jersey, USA
23000 Employees
100K-130K Annually

Motorola Solutions Logo Motorola Solutions

Sr. Presales Engineer

Artificial Intelligence • Hardware • Information Technology • Security • Software • Cybersecurity • Big Data Analytics
Remote or Hybrid
Washington, DC, USA
23000 Employees
90K-105K Annually
Remote
United States
206 Employees

Hewlett Packard Enterprise Logo Hewlett Packard Enterprise

Systems Engineer

Artificial Intelligence • Cloud • Information Technology • Consulting
Remote
Hawaii, USA
61628 Employees
146K-343K Annually
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
Chambersburg, , Pennsylvania ,
561 Employees

What We Do

We are RKL, a leading advisory firm focused on delivering solutions that help organizations navigate everyday complexities and get to the next level, however they define it.

We tap into a wide range of services — tax, accounting, financial management, workforce strategies, private wealth, technology and more — to deliver solutions that help organizations and their leaders navigate everyday complexities and get to the next level, however they define it. Fueled by the talent and dedication of nearly 600 professionals, we're consistently ranked among the nation's top firms and Pennsylvania's "Best Places to Work," and earned a Best of Accounting Client Satisfaction award for our world-class Net Promoter Score. Learn more at rklcpa.com.

Follow us on LinkedIn for the latest insights, trends and strategies from RKL experts, as well as firm news and community engagement. You can also connect with us on Twitter (@RKLcpa) and Facebook (https://www.facebook.com/rklcpa).

Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.

Similar Companies Hiring

Amplify Platform Thumbnail
Fintech • Financial Services • Consulting • Cloud • Business Intelligence • Big Data Analytics
Scottsdale, AZ
62 Employees
Rain Thumbnail
Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
80 Employees
Granted Thumbnail
Mobile • Insurance • Healthtech • Financial Services • Artificial Intelligence
New York, New York
23 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account