Sales Engineer

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Formstack

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2006

☁️ SaaS

⚡ Productivity

🤝 B2B

💰 $425M Private Equity Round on 2021-11

SaaS • Productivity • B2B

Formstack is a workplace productivity platform that helps organizations digitize information, automate workflows, and optimize processes without requiring coding skills. It provides tools for building online forms, generating documents, and facilitating electronic signatures. Integrated seamlessly with CRMs and other business systems, Formstack enables data collection, management, and analysis, enhancing data integrity and reducing manual task dependency. With its robust suite of solutions, Formstack serves over 32,000 organizations across industries such as healthcare, finance, and education, while also offering specialized tools for Salesforce users.

📋 Description

• Partner with Account Executives throughout the sales cycle to identify customer business challenges and align Intellistack solutions to measurable outcomes. • Conduct discovery sessions to uncover technical requirements, integration needs, business objectives, and expansion opportunities. • Deliver compelling product demonstrations, solution walkthroughs, and technical presentations tailored to customer use cases. • Build and present solution architectures, proof-of-concepts (POCs), and technical validation plans. • Respond to technical objections and provide competitive positioning during evaluations and procurement cycles. • Support RFP/RFI responses and security/compliance discussions with enterprise prospects. • Collaborate with Customer Success to identify upsell and cross-sell opportunities within existing accounts. • Assist in expanding platform adoption across departments, business units, and use cases. • Contribute directly to achieving team quota goals related to: Net new ARR, Expansion ARR, and Customer retention and platform adoption. • Enable partners through product training, demo support, technical workshops, and solution positioning. • Assist partners in identifying and qualifying opportunities that generate net new customer acquisition, expansion revenue within shared accounts, and multi-product adoption opportunities.

🎯 Requirements

• 3+ years of experience in Sales Engineering, Solutions Consulting, Solutions Architecture, or Technical Pre-Sales. • Experience supporting SaaS, AI, automation, integration, or enterprise software solutions. • Strong presentation and customer-facing communication skills. • Ability to translate technical concepts into business value. • Experience supporting enterprise sales cycles. • Familiarity with APIs, integrations, automation platforms, cloud technologies, or data workflows. • Experience working with channel partners, resellers, or strategic alliances. • Strong problem-solving and consultative selling abilities. • Ability to work effectively in an ambiguous environment. • Empowered to make calculated decisions.

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Remote work options