Role Description
We are seeking a Sales Engineer with strong Salesforce expertise to support active sales cycles in a healthcare technology environment. You will partner closely with Sales to lead technical conversations with prospective clients, shape solution direction, and ensure deals are technically validated before close. This is a client-facing, revenue-support role focused on discovery, solutioning, and helping drive deal momentum. It is not a build or implementation position.
Important Note for Applicants:
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This role requires experience working closely with Sales during active deal cycles, including discovery and solutioning.
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This role does not involve hands-on development or implementation. Candidates focused primarily on coding or configuration delivery will not be a fit.
What Youβll Own:
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Act as the technical partner to Sales throughout the deal cycle.
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Lead and support client-facing discovery and solutioning conversations.
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Translate client requirements into clear, Salesforce-based solutions.
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Help shape solution direction based on client needs and system constraints.
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Identify technical risks and constraints early.
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Support Sales in building client confidence and maintaining deal momentum.
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Create presales deliverables (solutions, assumptions, risks).
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Align internally with Product and Engineering before commitments.
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Help standardize and scale the presales process.
Key Responsibilities
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Lead technical discovery conversations with prospective clients.
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Understand workflows, data needs, and compliance considerations.
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Understand system boundaries, integrations, and data flows to validate feasibility.
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Design high-level Salesforce solutions (configuration-first).
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Evaluate tradeoffs between configuration and customization.
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Contribute to solution discussions that balance client needs and feasibility.
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Document requirements clearly for internal teams.
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Ensure a smooth transition from sales to implementation.
Qualifications
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5+ years in Sales Engineering, Pre-Sales, Solutions Engineering, or closely related roles.
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Experience supporting sales cycles, including discovery and solutioning.
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3+ years hands-on Salesforce experience.
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Proven experience participating in client-facing technical conversations.
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Ability to translate business needs into scalable solutions.
Requirements
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Strongly Preferred:
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Experience contributing to later-stage deal conversations (demos, solution alignment, or closing support).
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Experience in healthcare or regulated industries.
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Familiarity with compliance, data privacy, or patient workflows.
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Salesforce certifications.
What Weβre Looking For
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Strong client presence and communication skills.
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Comfort operating in ambiguous situations and asking the right questions.
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Ability to simplify complexity for non-technical stakeholders.
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Commercial awareness and understanding of how deals progress.
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High ownership and ability to operate with limited structure.
What Success Looks Like
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Strong technical validation during sales cycles.
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Improved deal confidence and smoother solution alignment.
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Reduced implementation friction post-sale.
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Clear alignment across teams before deals close.
Not a Fit If You
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Primarily have a Salesforce developer or admin background without client-facing experience.
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Have not participated in sales cycles or discovery conversations.
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Prefer highly structured, pre-defined requirements over ambiguous problem-solving.