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Planhat · 2 months ago

Enterprise Sales Engineer - Americas

Boston, MA

Full-time

Hybrid

Senior Level

5+ years exp

Planhat is a customer platform focused on acquiring, servicing, and growing lifelong customers. The Enterprise Sales Engineer will deliver technical expertise to transform complex enterprise prospects into successful customers, partnering with Account Executives to enhance customer relationships.

AnalyticsB2BCRMCustomer ServiceEnterprise SoftwareInformation TechnologySaaS

Responsibilities

Own technical discovery & solution design: Conduct deep technical discovery sessions with enterprise prospects to understand their customer success infrastructure, data architecture, integration requirements, and business objectives. Translate complex requirements into tailored Planhat solutions that demonstrate clear ROI

Deliver compelling Product Demonstrations: Create and lead customized product demos that showcase how Planhat's platform addresses the prospect’s specific challenges

Technical objection handling & RFP Support: Address sophisticated technical questions and objections throughout the sales cycle. Contribute to RFP/RFI responses with detailed technical specifications, architecture diagrams, and security documentation (in collaboration with tech and security teams)

Enablement & knowledge sharing: Train Account Executives on technical selling techniques and product capabilities. Develop reusable technical assets, demo environments, and battle cards that elevate the entire sales organization

Contribute to customer outcomes: Collaborate with implementation and customer success teams to ensure seamless post-sale transitions, technical feasibility validation, and customer onboarding success

Qualification

Pre-Sales ExperienceSolutions ArchitectureData IntegrationCRM SystemsTechnical CommunicationCollaboration Skills

Required

5+ years in Pre-Sales, Sales Engineering, Solutions Architecture, or similar role in B2B SaaS, with deep understanding of customer success platforms, CRM systems, data warehousing, APIs, and enterprise software architecture

Experience with modern data integration approaches including ETL, webhooks, RESTful APIs, and authentication protocols (OAuth, SSO)

Ability to quickly assess integration feasibility, technical requirements, and navigate enterprise tech stacks

Proven track record supporting complex, multi-stakeholder enterprise deals including presenting to senior executives, delivering technical demos, and leading POCs

Ability to qualify technical opportunities, align solutions with business outcomes, and navigate procurement processes, security reviews, and compliance requirements

Outstanding presentation and written communication skills, with ability to translate technical concepts for non-technical audiences and create compelling RFP responses, documentation, and solution proposals

Strong consultative mindset focused on solving customer problems while thriving in cross-functional, collaborative environments