Solutions Engineer

Job description

SOLUTIONS ENGINEER

As a Solutions Engineer, you will play a key role in helping our clients understand the value of our CRM consulting services. You’ll work closely with Sales and Program Success teams to scope requirements, define high-level solutions, and estimate project efforts. Your expertise in CRM solutions and implementation best practices will help craft proposals that are both compelling and feasible.

Key Responsibilities

1. Collaborate with Sales & Program Success to understand client needs and define tailored CRM solutions.
2. Lead technical discovery sessions with prospects and existing clients to gather high-level requirements.
3. Assess the client’s current AS-IS state and propose a future TO-BE state that aligns with their business goals, outlining a phased approach for implementation.
4. Perform no-code/CRM process modeling and re-engineering for the TO-BE processes.
5. Provide consulting advice for an optimal system architecture.
6. Define high-level solution designs that align with client's business goals and technical environments and ensure alignment with the delivery team.
7. Estimate implementation efforts, including project scope, timeline, and resource needs.
8. Support sales cycles by providing technical expertise, scoping documents, and solution recommendations.
9. Ensure feasibility by aligning proposed solutions with the capabilities of the delivery team.
10. Create pre-sales assets, such as proposal templates, technical scoping guides, and demo materials.
11. Participate in handovers to the delivery team, ensuring clarity and continuity between pre-sales and project execution.
12. Continuously improve estimation accuracy by incorporating lessons learned from completed projects.
13. Communicate the Metrix implementation processes to the prospects and existing customers.

Qualifications & Experience

1. 8+ years of experience in CRM implementation, solution design, or technical consulting.
2. Strong knowledge of solution architecture, process design, system integrations, and data models.
3. Experience in effort estimation, pre-sales consulting, or professional services scoping.
4. Ability to communicate technical solutions in a business-friendly manner.
5. Background in technical delivery, CRM consulting, or pre-sales engineering.
6. Strong understanding of CRM capabilities and integration best practices.
7. Strong communication skills to engage with both technical and business stakeholders.
8. Must have – Must be eligible to travel to Canada and the USA.
9. The job could involve travel up to once a month in North America.

Nice to Have

1. Hands-on experience with CRM configuration or integrations.
2. Familiarity with CRM Agile delivery methodologies.
3. Experience in developing solutions in Creatio.
4. Professional-level French language is an asset.