Professional Services Sales

Unily•New York, NY

168d•Hybrid

About The Position

Reporting to the SVP, Professional Services, this role will be responsible for leading technical discovery, architecting comprehensive solutions, and creating compelling proposals for complex, value-driven Professional Services engagements. This role will serve as a technical expert and strategic advisor during the pre-sales process, specializing in designing and articulating complex Professional Services solutions for prospective and existing clients. The ideal candidate will combine deep technical expertise, advanced consultative skills, and strategic thinking to drive revenue growth while ensuring proposed solutions are technically sound and deliverable.

Requirements

5+ years of experience in technical consulting, solution engineering, or related roles
Proven track record in pre-sales or technical sales support for software solutions
Experience with software implementation or other Professional Services projects and methodologies
Background in solution design and scoping for enterprise implementations
History of successful collaboration with sales teams on complex opportunities
Experience creating technical content for proposals and client presentations
Strong understanding of our software platform, features, and technical capabilities
Knowledge of implementation methodologies and best practices
Understanding of integration approaches and system interoperability
Familiarity with cloud infrastructure and deployment models
Ability to quickly assess technical environments and requirements
Experience estimating Professional Services effort and complexity
Understanding of the sales cycle and opportunity qualification process
Experience developing services proposals and statements of work
Ability to translate technical capabilities into business value
Skills in solution pricing and scope definition
Understanding of services contracting and engagement models
Experience supporting contract negotiations from a technical perspective
Excellent verbal and written communication abilities
Strong presentation skills for technical and business audiences
Ability to explain complex technical concepts to non-technical stakeholders
Experience leading discovery and scoping sessions with clients
Skills in creating compelling technical narratives and proposals
Confident and articulate in client-facing situations
Strong analytical thinking and problem-solving capabilities
Ability to quickly understand client business problems and technical needs
Experience designing solutions to address complex requirements
Skills in risk assessment and mitigation planning
Capacity to balance client needs with implementation feasibility
Attention to detail in requirements gathering and solution design
Self-motivated with ability to work independently
Collaborative approach to working with sales and delivery teams
Adaptability to changing requirements and priorities
Strong time management and organizational abilities
Business acumen and understanding of implementation economics
Proactive and solution-oriented mindset

Nice To Haves

Bachelor's degree or commensurate experience preferred; degree in Computer Science, Information Technology, or related field a plus
Technical certifications relevant to our platform or technologies
Project management or solution design certifications a plus
Sales methodology training beneficial

Responsibilities

Technical Sales Support
Participate in the pre-sales process to provide technical expertise and Professional Services guidance
Collaborate with Sales Team and Solutions Engineers to qualify opportunities and understand client requirements
Support the development of technical presentations and demonstrations for prospective clients
Address technical questions and concerns during client meetings and proposal discussions
Articulate the value proposition of our Professional Services offerings from a business goal and technical perspective
Contribute to RFP/RFI responses with detailed technical implementation approaches
Solution Scoping & Design
Lead technical discovery sessions with prospective clients to understand complex requirements
Assess client technical requirements and professional services needs
Design initial solution architectures and Professional Services approach
Estimate level of effort and resource requirements for Professional Services projects
Identify technical risks and dependencies in potential engagements
Collaborate with Professional Services team to validate technical approaches
Proposal Development
Validate use of specific Professional Services SKUs/offerings
Create custom statements of work for Professional Services engagements where necessary
Develop detailed scope definitions that clearly outline deliverables and exclusions
Collaborate with Sales on pricing strategies for PS proposals
Define clear roles and responsibilities for both client and PS teams
Document assumptions and prerequisites for successful PS engagements
Create compelling technical narratives that differentiate our PS approach
Client Relationship Building
Establish trust and credibility with prospective clients through technical expertise
Conduct discovery sessions to understand client requirements and objectives
Present PS approaches to client stakeholders at various levels including C-level
Address client concerns regarding feasibility and approach
Support contract negotiations on Professional Services matters
Facilitate smooth transition from sales to PS for won opportunities
Knowledge Transfer & Delivery Alignment
Document technical requirements and client expectations for delivery teams
Conduct handoff meetings with PS teams for won opportunities
Provide contextual information about client environment and requirements
Remain available as a resource during initial phases of delivery
Ensure alignment between sold scope and delivery approach
Gather feedback from delivery teams to improve future scoping accuracy
Continuous Improvement
Analyze win/loss outcomes to identify improvement opportunities in pre-sales approach
Track actual Professional Services effort versus estimates to improve scoping accuracy
Stay current on product features, capabilities, and Professional Services best practices
Contribute to the ongoing refinement and optimization of Professional Services SKUs, methodologies and tools
Share knowledge and insights with the broader pre-sales and delivery organizations
Identify patterns in client requirements to inform service offering development
Market Intelligence & Competitive Analysis
Stay current on industry trends, competitor offerings, and emerging market needs
Develop competitive intelligence on Professional Services offerings, pricing models, and delivery approaches
Analyze win/loss data to refine solution approaches and proposal strategies
Identify market opportunities for new service offerings or solution packages
Provide insights to Professional Services team and leadership on market dynamics and competitive positioning

Benefits

In addition to a generous base salary and discretionary company bonus, here are some things we think you will love:
Our awesome team culture. We are focused on achieving results as a team and having fun while we do it. You won’t find a friendlier or more dedicated bunch of people.
Our industry leading product. We are very proud of our ever-evolving product, naturally we use (and love) it internally and provide the tools and resources for you (and our clients) to become a Unily expert.
The flexibility that we offer. We don’t just mean working from home occasionally. We operate on a hybrid basis, and also recognize that life happens during the 9-5.30 and encourage a sustainable work/life balance.
Our bright and modern office spaces. When you need to be in the office we want it to be like being at home. We have a well-stocked kitchen and the option to bring your dog to work.
We offer a fantastic suite of benefits in the US: 23 vacation days plus an extra paid day off to enjoy your birthday, 10 sick days and 1 annual volunteer day. We offer medical, dental and vision coverage at $0 payroll cost at the employee-only coverage level and cover 50% for all other level. 1x your annual salary in Life and AD&D coverage at no cost to you. 5% match on your 401(k) and no vesting schedule after your first 90 days.
Our commitment to sustainability and giving back to the community. We know working for an organisation that takes its environmental & social impact seriously is important, and we are proud to offer 1 fully paid volunteering day per year, an employee matching charity donation scheme and options to lease an Electric Vehicle through our salary sacrifice scheme.

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