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

• Collaborate with Sales & Program Success to understand client needs and define tailored CRM solutions.
• Lead technical discovery sessions with prospects and existing clients to gather high-level requirements.
• 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.
• Perform no-code/CRM process modelling and re-engineering for the TO-BE processes
• Provide consulting advice for an optimal system architecture
• Define high-level solution designs that align with client's business goals and technical environments and ensure alignment with the delivery team.
• Estimate implementation efforts, including project scope, timeline, and resource needs.
• Support sales cycles by providing technical expertise, scoping documents, and solution recommendations.
• Ensure feasibility by aligning proposed solutions with the capabilities of the delivery team.
• Create pre-sales assets, such as proposal templates, technical scoping guides, and demo materials.
• Participate in handovers to the delivery team, ensuring clarity and continuity between pre-sales and project execution.
• Continuously improve estimation accuracy by incorporating lessons learned from completed projects.
• Communicate the Metrix implementation processes to the prospects and existing customers

Qualifications & Experience

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

Nice to Have

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