Inside Solutions Architect - Services & Tools Engineer

Presidio • ,

7d

About The Position

The Inside Solutions Architect supports Presidio’s Inside PreSales Support Team by helping configure, support, and continuously improve the XaitCPQ platform and related presales workflows. These workflows are used to create Professional Services scopes, pricing documents, Project Change Requests, and proposal deliverables.

This is a platform ownership and enablement role requiring technical curiosity, business awareness, clear communication, and a service-oriented mindset. The role helps users get answers, resolve issues, improve accuracy, reduce friction, and make XaitCPQ more effective for the teams that depend on it. It also offers exposure to solution scoping and sales processes, and may provide a stepping-stone to broader roles in solution architecture, presales operations, platform administration, sales engineering, or services strategy.

Requirements

• Associate or bachelor’s degree in Information Technology, Computer Science, Business, or a related field, or equivalent professional or military experience.
• 2–4+ years of relevant experience in presales, technical support, platform administration, professional services, IT operations, or a related field.
• Strong written communication skills and the ability to communicate professionally through email, tickets, documentation, and live conversations.
• Attention to detail, particularly regarding accuracy in scoping, pricing, proposals, and customer-facing deliverables.
• Ability to learn new tools and processes quickly and apply that knowledge to support others.
• Ability to take ownership of issues and follow them through to resolution.
• Ability to translate technical or process issues into practical user guidance, investigate root causes, document findings, and work across teams.
• Ability to balance daily support requests with longer-term improvement work.

Nice To Haves

• Experience in presales, solution architecture, professional services, sales operations, platform support, or a related technical support function.
• Familiarity with XaitCPQ, Salesforce, ServiceNow, proposal tools, CPQ platforms, or services scoping workflows.
• Understanding of Professional Services concepts such as statements of work, scope definition, pricing inputs, deliverables, assumptions, and change requests.
• Exposure to infrastructure, cloud, security, data center, collaboration, or managed services technologies.
• Experience creating training materials, process documentation, user guides, or knowledge base articles.
• Comfort with automation, reporting, APIs, AI tools, scripting, or process improvement.
• Knowledge and experience with programming, scripting, web APIs, and/or Delphi.
• Industry or manufacturer certifications.

Responsibilities

• Serve as a primary support and ownership resource for Presidio’s XaitCPQ platform, handling user questions, issue investigation, bug triage, configuration support, and process guidance.
• Assist Solution Architects, Inside Sales, and presales teams with XaitCPQ usage, Professional Services scope creation, service pricing documents, proposal workflows, and Project Change Requests.
• Identify, document, and communicate platform issues, including reproduction steps, business impact, temporary workarounds, and recommended fixes.
• Partner with internal stakeholders, platform administrators, vendors, and technical teams to resolve bugs, improve workflows, and support enhancements.
• Create and maintain documentation, job aids, FAQs, and training materials to help users complete work accurately and efficiently.
• Support onboarding, mentoring, and user enablement for XaitCPQ, Salesforce-related presales processes, and Professional Services scoping best practices.
• Identify opportunities to simplify processes, reduce repeat questions, improve data quality, and make the platform more intuitive for presales users.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree