The Solutions Engineer serves as a critical technical resource to Sales, acting as a trusted advisor to prospective customers throughout the sales cycle. This role is responsible for understanding customer business challenges, mapping technical requirements, and demonstrating how Microsoft 365–based solutions—particularly Power Platform automation—can deliver meaningful outcomes. Through live demos, solution walkthroughs, and technical discovery sessions, the Solutions Engineer helps customers envision practical, scalable solutions aligned to their goals.
In addition to customer‑facing activities, this role collaborates closely with Sales, Technical Success, Customer Success, and Product teams to ensure solutions presented during pre‑sales can be successfully implemented post‑sale. The Solutions Engineer contributes to proposal development, proof‑of‑concepts, architecture validation, and feedback loops that influence product improvements. Strong communication, presentation, and stakeholder engagement skills are essential, as this role frequently presents to technical and non‑technical audiences across various industries.
What you’ll be doingAct as a trusted technical advisor to prospective customers during the pre‑sales cycle.
Partner closely with Sales to support discovery calls, solution positioning, and deal strategy.
Design and demonstrate solutions leveraging Microsoft 365, Power Automate, Power Apps, and related Power Platform services.
Create and deliver live product demonstrations, proof‑of‑concepts, and technical walkthroughs tailored to customer use cases.
Gather and translate customer requirements into solution architectures and automation workflows.
Support RFPs, RFIs, and technical documentation required for sales opportunities.
Clearly articulate technical concepts to both technical and non‑technical stakeholders.
Provide feedback from pre‑sales engagements to Product and Customer Success teams to support continuous improvement.
Maintain awareness of Microsoft ecosystem updates and evolving automation best practices.
2+ years of experience in a Solutions Engineer, Solutions Consultant, Pre-sales engineer, or similar technical customer‑facing role.
Strong hands‑on experience with Microsoft Office 365, including SharePoint, Teams, and Outlook.
Practical experience building or designing solutions using Power Automate and Power Apps.
Demonstrated experience supporting sales motions, including discovery, demos, and technical presentations.
Excellent verbal and written communication skills, with the ability to present confidently to diverse audiences.
Strong analytical and problem‑solving skills, with the ability to map business needs to technical solutions.
Comfort working in fast‑paced, collaborative environments alongside Sales and technical teams.
Experience explaining integration concepts, workflows, or automation logic in a clear and structured way.
Nice to Have (Not Required):
Familiarity with Power BI or basic data visualization concepts.
Exposure to CRM systems (Dynamics, Salesforce) or enterprise SaaS platforms.
Prior experience in B2B software, SaaS, or consulting environments.
Time for Life: We offer employees 25 days of PTO plus 11 federal holidays, and we provide 6 months of paid leave for primary caregivers and 4 months for secondary caregivers.
401(k) that stands out: We match up to 6% from day one. Your future, growing faster.
Health cover that starts day 1: We pay 70% of medical, dental, and vision premiums for you and your family, with two plans plus HSA.
We provide 6 months of paid leave for primary caregivers and 4 months for secondary caregivers.
Learning: 10% of your working time dedicated to development. Built in, not squeezed in.
Peace of mind: Company-paid life insurance (2× salary), disability cover, and AD&D.
Wellbeing perks: Free Headspace family plan, fitness membership (gyms, yoga, apps), and a 24/7 support line with counselling.
About usZensai is a growing global company creating the Human Success Platform—an AI-powered suite built natively into Microsoft 365 that helps people Learn, Engage, and Perform. We're here to support meaningful, measurable growth for individuals and businesses alike.
Learn more about how we hire at Zensai here!
Skills Required
- 2+ years as a Solutions Engineer, Solutions Consultant, Pre-sales Engineer, or similar customer-facing technical role.
- Hands-on experience with Microsoft 365 / Office 365, including SharePoint, Teams, and Outlook.
- Practical experience building or designing solutions using Power Automate and Power Apps.
- Experience supporting sales motions: discovery, demos, proof-of-concepts, and technical presentations.
- Excellent verbal and written communication and presentation skills for technical and non-technical audiences.
- Strong analytical and problem-solving skills to map business needs to technical solutions.
- Comfort working in fast-paced, collaborative environments alongside Sales and technical teams.
- Ability to explain integration concepts, workflows, and automation logic clearly and structured.
- Familiarity with Power BI or basic data visualization concepts.
- Exposure to CRM systems (Dynamics, Salesforce) or enterprise SaaS platforms.
- Prior experience in B2B software, SaaS, or consulting environments.
What We Do
Zensai provides the Human Success Platform—an AI-powered, Microsoft 365‑native suite (Learn365, Engage365, Perform365) that unites employee learning, engagement and performance. Embedded in Teams, Outlook and SharePoint, it delivers training, continuous check‑ins, recognition and real‑time goals to boost adoption, align personal development with business outcomes, and replace outdated review cycles with ongoing, data-informed people success.
