Pre-Sales Solutions Consultant
About The Position
TrueLoyal is looking for a high-impact client-facing Solutions Consultant to partner directly with our Account Executives and serve as the technical and product expert throughout the sales cycle. This is a fully in-office role, Monday through Friday, based at the Scaleworks office in Downtown San Antonio — where tight collaboration with Sales, Product, and Support is core to our culture and our speed. You’ll own the demo experience, guide client prospects through technical evaluations, translate customer requirements into actionable product insights, and help ensure a frictionless handoff to our Support and Customer Success teams. If you love simplifying complexity, telling a compelling product story, and working cross-functionally in a fast-paced environment, this role is for you.
Requirements
- 5+ years in Pre Sales Engineering, Solutions Consulting, Product Specialist, or similar client-facing technical role.
- Strong understanding of SaaS products, integrations, APIs, and typical enterprise evaluation cycles.
- Excellent presentation skills — able to simplify complex systems and tell a compelling story.
- Comfort working with both technical and non-technical audiences.
- Strong collaborator who thrives in cross-functional environments.
- Curiosity, initiative, and a bias for action.
Nice To Haves
- Experience in loyalty, customer engagement, CRM, analytics, or Martech ecosystems.
- Background supporting mid-market/enterprise sales teams.
- Light hands-on technical skills (SQL, BI tools, integrations, APIs).
Responsibilities
- Partner with AEs to run high-impact, customized product demos that map TrueLoyal’s capabilities to prospect goals.
- Serve as the technical point-of-contact in pre-sales conversations, RFP responses, security questionnaires, and solution validation.
- Collaborate on deal strategy, objection handling, and competitive differentiation.
- Assist AEs in identifying and quantifying business value for each prospect.
- Act as the “voice of field” to Product — clearly communicating customer requirements, feature requests, and market trends.
- Maintain deep knowledge of the TrueLoyal platform and upcoming releases; translate product updates into sales-ready messaging.
- Participate in roadmap discussions and advocate for enhancements that improve sales velocity and customer outcomes.
- Ensure tight handoffs from Sales to Support/Implementation, documenting requirements, configurations, and expectations.
- Collaborate with Support on technical investigations that inform future sales engagements.
- Build feedback loops with Product to ensure customer issues and market gaps are understood and prioritized.
- Continuously refine demo scripts, workflows, and environments to improve clarity, storytelling, and conversion.
- Create reusable assets: demo videos, solution briefs, technical guides, FAQs, and internal enablement content.
- Support sales onboarding by training new reps on product functionality and demo best practices.
Benefits
- Premier Health Insurance plan with $0 deductible and $0 co-pay
- Dental and vision insurance plans
- Medical and dependent care flexible spending accounts
- Open PTO - we like to keep this simple...making time for life is important!
- 9 paid standard holidays each year in addition to open PTO
- 401(k) savings plan with Employer Matching
- Company-paid Life, AD&D, and Disability coverage
- A collaborative, entrepreneurial learning environment with a proven playbook
- Be part of a high-growth company revolutionizing customer loyalty
- Work with cutting-edge technology and innovative products
- Competitive salary, benefits, and growth opportunities
- Fun work atmosphere
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
