Sales Engineer

Role Overview

The ideal candidate has previous experience as a Sales Engineer, Solutions Engineer, or Pre-Sales Engineer within a Managed Services Provider (MSP) or technology consulting environment. This individual has a proven track record of partnering with Account Executives to conduct technical discovery, scope infrastructure and security solutions, and guide customers through complex technology decisions. This is not a post-sales implementation role. The Solutions Engineer partners directly with Account Executives to design and position technical solutions throughout the sales process and acts as a trusted advisor to prospective customers.

Role Focus

• Primary Objective:Design and support successful customer infrastructure and security solutions while driving technical alignment throughout the sales cycle
• Approach:Consultative, technical, customer-focused, and solution-oriented engagement
• Core Skills:Solution architecture, technical discovery, customer relationship management, and proposal development
• Solution Profile: Managed IT infrastructure, managed security services, Microsoft Azure Public Cloud, Microsoft 365, networking, server, endpoint, and cybersecurity solutions.
• Success Metrics:Solution win rates, customer satisfaction, account growth, technical alignment, and proposal delivery accuracy
• Challenges:Managing diverse customer environments, translating technical complexity into business value, and balancing multiple opportunities simultaneously

Main Responsibilities

• Partner with Account Executives to support both new logo acquisition and existing account growth through technical solution consulting.
• Lead technical scoping sessions and develop solution architectures for Microsoft Azure (required), Microsoft 365, networking, and managed security services.
• Present technical recommendations and solution demonstrations to executive and technical audiences.
• Support account management activities by identifying technology refresh, optimization, and expansion opportunities within existing customer environments.
• Serve as a trusted technical advisor to both prospective and existing customers by building strong professional relationships
• Review customer environments to identify areas for technology refreshes, optimization, expansion, or additional support
• Educate customers on technology standards, operational risks, and alignment between business goals and technical strategy
• Support customer business reviews by combining operational and technical insights from internal delivery teams
• Drive adoption of RedHelm services through strategic technical guidance and upsell identification
• Maintain expertise across RedHelm services and third-party partner technologies to support customer recommendations
• Translate technical concepts and requirements into clear, business-focused recommendations for both technical and non-technical stakeholders
• Collaborate closely with sales, engineering, operations, and leadership teams to support customer success and solution delivery
• Ensure customer data and information are handled securely and in accordance with all RedHelm Information Security Policies
• Maintain accurate documentation, customer records, opportunity updates, and technical information within CRM platforms
• Will require occasional travel for business purposes

Required Experience

• 3+ years of experience designing, deploying, and/or supporting IT infrastructure and/or IT security environments
• 2+ years of experience in a pre-sales engineering or solutions engineering role within managed IT services, infrastructure, or cybersecurity
• 2+ years of experience supporting customer account management or customer-facing technical engagements
• Experience partnering with sales teams to support technical solution development and customer presentations
• Experience architecting and supporting technologies including but not limited to:
  
  • Microsoft Azure Public Cloud (required)
  • Microsoft 365
  • Managed IT Infrastructure Services
  • Managed IT Security Services
  • Public and Private Cloud Solutions
  • Network and Server Architecture
  • Endpoint Architecture

Required Skills

• Strong consultative and customer-facing communication skills
• Technical expertise in managed IT infrastructure and/or managed security services environments
• Strong solution architecture, discovery, requirements gathering, and proposal development capabilities
• Ability to effectively communicate technical information to non-technical stakeholders and executive audiences
• Strong analytical, problem-solving, and decision-making skills
• Ability to establish credibility and rapidly build trusted customer relationships
• Strong organizational skills with the ability to manage multiple priorities and deadlines simultaneously
• Excellent written communication, presentation, and documentation skills
• Ability to collaborate effectively across technical, operational, and sales teams
• Highly organized with disciplined CRM usage and opportunity management
• Ability to work independently while also contributing effectively within a team environment
• Strong attention to detail and commitment to delivering a high-quality customer experience

Required Qualifications and Certifications

• Bachelor's degree in Information Technology, Cybersecurity, Engineering, or a related field preferred
• Relevant technical certifications in infrastructure, cloud, networking, or cybersecurity platforms preferred
• Willingness and a