You will do:
- Work with customers of all sizes—particularly enterprise and regulated organizations—to identify pain points and use cases that RecordPoint can address.
- Lead solution discovery and design, translating regulatory, operational, and technical requirements into clear customer outcomes.
- Present to customers and executives, both in person and remotely, demonstrating RecordPoint’s platform and value proposition.
- Design, build, and lead structured POCs with defined success criteria, timelines, and integration expectations, leveraging engineering support where required.
- Prepare and support commercial proposals, RFPs, RFIs, and other complex enterprise bid responses.
- Partner closely with Sales to qualify opportunities, progress deals through the pipeline, convert customers, and expand existing accounts.
- Identify novel use cases and contribute learnings to product, engineering, and marketing teams to improve market fit.
- Engage with customers post-sale to accelerate deployment and contribute to successful adoption outcomes.
- Promote RecordPoint and its developer platform at industry events, conferences, and user forums.
- Continuously develop and maintain technical sales assets, internal documentation, and enablement materials.
- Assist with technical lead qualification where deep domain or architectural expertise is required.
You'll be responsible for:
- Conversion – conducting technical discovery and validation that moves opportunities from Sales Qualified to Closed Won.
- Experience – driving customer confidence, satisfaction, and buy-in through your technical leadership.
- Enablement – supporting Sales, Product, and Engineering teams to ensure a cohesive and effective customer journey.
- Presentation – developing and delivering high-impact technical demonstrations that clearly articulate value.
- Value Analysis – qualifying and continuously assessing customer needs, fit, and roadmap alignment.
- Learning & Leadership – contributing thought leadership to RecordPoint’s pre-sales function and raising the overall SE bar.
- Preferred experience in Enterprise Content Management, Records Management, or data lifecycle governance, including retention, legal hold, defensible disposal, auditability, and privacy obligations.
You will bring:
- Previous experience in a Solutions Engineering or Sales Engineering role within a fast-growing SaaS company serving government, finance, or other highly regulated industries.
- A balance of strong technical capability and excellent interpersonal and communication skills.
- A commercial mindset with a passion for solving complex customer problems through technology.
- Strong executive-level presentation and demonstration skills.
- Ability to manage a high volume of complex activities with competing priorities.
- Excellent analytical and problem-solving abilities.
- Strong experience with enterprise architectures and integration patterns, including identity/SSO, APIs, databases, security controls, audit logging, and data residency considerations.
- Comfort operating across technical and non-technical stakeholders in complex enterprise environments
Your background might include:
- Experience in Enterprise Content Management or Content Services.
- Leading enterprise SaaS technical sales, implementations, and/or equivalent Professional Services engagements.
- Exposure to enterprise pricing, revenue management, and quote/bid processes.
- Deep knowledge of Records Management, Privacy, and Data Compliance principles.
- Experience working with enterprise customers in highly regulated industries (e.g., Government, Finance, Energy).
- Bachelor’s or Master’s degree in Computer Science or a related field.
Top Skills
What We Do
RecordPoint is the Data Trust Platform, bringing calm to the chaotic world of data.
We’re letting organizations discover, govern, and control their data for tighter compliance, more efficiency, and less risk. Businesses can trust that their data is accurate, private, and safe everywhere, all the time, for consistent confidence that’s backed by RecordPoint expertise and support. With RecordPoint, you can:
- Turn data chaos into data trust. Automatically manage all your data in place – wherever it lives – so you can make informed decisions that earn customer trust and give you a competitive advantage.
- Take data management off your daily to-do list. Know that your data is managed efficiently and consistently at scale with a platform that molds to how you do things (not the other way around).
- Work with an expert partner who gets your challenges. Trust starts with knowing deep down that your data is organized, secure and ready for work – and our whole team is here to support you along the way.
The customizable platform is comprised of records management and data lineage tools that work together to give you full context throughout the data lifecycle.
Know what data you have and where it is, with continuous data inventory and data categorization. Make better data migration and minimization decisions, and safeguard for privacy, security and governance.








