The IT Sales Engineer is responsible for supporting the organization’s sales objectives by leading technical discovery for prospects and clients, partnering closely with the sales team, and designing right‑fit technology solutions. This role translates customer business and technical requirements into scalable, secure, and cost‑effective solutions that align with MSP service offerings and best practices.
Reporting to the Director of Sales Engineering, this role sits at the intersection of Sales, Service Delivery, Customer Success and Technical Leadership. The Sales Engineer is responsible for coordinating presales technical activities, supporting sales team opportunities, and refining sales engineering processes to improve efficiency and customer experience. While not a post‑sales escalation point, this position plays a key role in team enablement, onboarding and training coordination, solution alignment, and operational support across the sales engineering function.
Assess customer business and IT requirements through discovery sessions and recommend appropriate technology solutions, including hardware, software, cloud, and managed services
Design and architect end‑to‑end IT solutions leveraging technologies from vendors such as Microsoft (Azure, Microsoft 365, Entra ID, Intune), Dell, EMC, Cisco, Meraki, VMware, Citrix, Fortinet, SonicWall, and other leading partners
Partner closely with Sales Consultants and Sales Leadership to support the full presales lifecycle, including account strategy, opportunity qualification, and technical validation
Conduct customer meetings, sales calls, and presentations—independently or alongside Sales Consultants—to articulate solution value and business outcomes
Deliver technical demonstrations, proof‑of‑concepts, and solution walkthroughs to showcase capabilities and differentiate offerings
Provide trusted technical guidance throughout the sales cycle, from initial discovery through proposal development and deal close
Collaborate with internal delivery and operations teams to ensure proposed solutions are feasible, scalable, and aligned with implementation best practices
Create accurate, customized proposals, solution designs, and supporting documentation in a timely and efficient manner
Assist Sales Consultants in leveraging company‑provided and partner‑generated leads to expand existing customer relationships and drive net‑new business
Maintain working knowledge of CRM and quoting platforms (ConnectWise CPQ and ConnectWise Manage, Microsoft Dynamics CRM) to support opportunity tracking and proposal generation
Stay current on industry trends, emerging technologies, and partner offerings through ongoing research, training, and hands‑on testing
Serve as a technical resource for follow‑up questions, solution clarification, and customer communications
Participate in continuous improvement of sales engineering processes, tools, and standards
Perform other related duties as assigned by Sales Engineering or Sales Leadership
Experience in an MSP or IT services environment supporting multiple customers across diverse industries and technology stacks
Strong understanding of MSP sales motions, including managed services, cloud services, security offerings, and lifecycle‑based solutions
Ability to balance technical depth with speed and efficiency in a high‑volume, fast‑paced sales environment
Strong interpersonal and consultative skills, enabling effective collaboration with Sales Consultants, service delivery teams, and vendor partners
Proven ability to manage multiple opportunities simultaneously, meet sales deadlines, and perform effectively under pressure
High energy level, motivation, and initiative, with a customer‑first mindset and strong sense of ownership
Strong technical aptitude and attention to detail, ensuring accuracy in solution design, scope definition, pricing, and proposal documentation.
Benefits: Dental insurance, Health insurance, Vision insurance, PTO, 401(k)
Disclaimer: This document outlines the key responsibilities and expectations for the Sales Engineer role. Responsibilities may evolve based on company priorities, sales organization needs, and business requirements.
EEO Statement:
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
