Sales Engineer to support MSP practice serving SMBs.
Play a key role in the pre-sales process - partnering with Account Executives and Service Delivery teams to assess client needs, design tailored IT solutions, and ensure seamless onboarding.
Core Responsibilities
Pre-Sales Support : Provide technical expertise during the sales cycle, ensuring client needs are fully understood and met with the right solutions.
Client Discovery : Conduct discovery sessions (onsite, video, or phone) to assess customer environments, identify needs, and scope opportunities.
Solution Design : Research, scope, and deliver customized IT and cloud solutions. (Account Executives handle pricing and negotiation.)
Network Assessments : Gather requirements, process data, and analyze infrastructure to identify weaknesses, vulnerabilities, and optimization opportunities.
Project Scoping : Collaborate with engineering to define project requirements and ensure accurate delivery expectations.
Renewal Engagements : Participate in renewal discussions and ensure customers remain satisfied with ongoing services.
Handoff & Documentation : Ensure a smooth transition from pre-sales to onboarding with complete and accurate documentation.
Culture : Contribute positively to a fun, collaborative team environment.
Skills & Experience
Proven ability to engage external customers, research technical solutions, and communicate effectively across technical and business audiences.
MSP experience strongly preferred — familiarity with supporting multiple clients across varied environments.
Hands-on technical background (L1–L3 support experience) — understanding of customer pain points, workflows, and IT integration into business operations.
Experience migrating on-prem environments to cloud (Azure / O365).
Solid networking knowledge: DNS, DHCP, VLANs, routing, firewalls, etc.
Experience with Microsoft Entra ID (Azure AD), O365, licensing, and Azure.
Exposure to ConnectWise (RMM, PSA, CPQ).
Active Directory management, Server upgrades and virtualization (VMware), Microsoft Exchange support
Understanding of cybersecurity best practices — EDR, MFA, security audits, etc.
Demonstrated stability and success in prior roles.
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