Support sales by leading technical discovery, designing scalable solutions, delivering tailored demos, creating proposals and SOWs, and aligning Sales, Product, and Delivery for smooth customer handoffs across Core, Energy, and Healthcare portfolios.
Job Summary & Responsibilities
The Pre‑Sales Engineer is responsible for delivering high‑quality technical expertise, solution guidance, and sales support throughout the customer buying journey. This role partners closely with Sales, Product, and Delivery to translate customer needs into clear, scalable, and commercially sound solutions across Access’ Core, Energy, and Healthcare portfolios.
The Pre‑Sales Engineer ensures strong discovery, compelling demonstrations, and disciplined technical validation to improve win rates and accelerate sales velocity
Core Responsibilities
- Technical Discovery & Solution Design
- Lead high‑quality discovery sessions to understand customer requirements, use cases, and desired outcomes.
- Translate business needs into clear technical recommendations aligned to Access’ product portfolio.
- Design solutions that are operationally feasible, scalable, and aligned with internal standards and governance.
- Support the development of solution documentation, diagrams, and scoping materials.
- Customer Engagement & Demo Delivery
- Deliver compelling product demonstrations tailored to each customer’s industry, maturity, and challenges.
- Serve as the technical subject matter expert in customer meetings, workshops, and evaluations.
- Translate complex concepts into simple, value‑focused narratives.
- Proposal Support & Deal Execution
- Partner with Sales to develop proposals, statements of work, and configuration guidance.
- Participate in deal qualification, aligning technical engagement to validated opportunities.
- Ensure all technical deliverables meet established quality, pricing, and scope standards.
- Collaboration With Product & Delivery
- Provide structured feedback on customer trends, feature gaps, and competitive insights.
- Support alignment between Sales → Pre‑Sales → Delivery to ensure a smooth customer handoff.
- Collaborate with Product on roadmap discussions and demo environment improvements.
- Vertical & Portfolio Expertise
- Maintain deep working knowledge across Access’ solutions, with additional specialization where assigned (Core, Energy, Healthcare).
- Understand relevant regulatory and operational factors that influence customer requirements.
- Stay current on industry trends, competitor offerings, and customer use cases.
$140,000-$150,000
Access | Information Management Woburn, Massachusetts, USA Office
500 Unicorn Park Dr,, Woburn, MA, United States, 01801
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