Solutions Engineer III

PDI Technologies•Dallas, TX

About The Position

At PDI Technologies, Solutions Engineer III supports PDI POS solutions and serves as a technical advisor and product expert during the pre-sales process. The role collaborates with sales, product, and implementation teams to understand customer challenges, architect tailored solutions, and demonstrate how PDI POS technology can address business needs. This mid-senior-level position calls for deep product knowledge, technical acumen, and the ability to communicate complex solutions clearly to technical and non-technical stakeholders. The role includes working directly with customers, both onsite and virtually, to gather feedback, conduct discovery workshops, and guide solution architecture. It also partners with cross-functional teams to confirm solution feasibility and support smooth transitions after a sale.

Requirements

  • 5–8 years of experience in Solutions Engineering, Sales Engineering, or a technical pre-sales role in the fintech, POS, or payment processing industry.
  • Proficiency with POS systems, payment processing flows, API integrations, and enterprise solution design.
  • Excellent written and verbal communication skills, including the ability to explain technical topics to diverse audiences.
  • Strong project coordination and problem-solving skills.
  • Ability to prepare and deliver high-impact technical presentations and demonstrations.
  • Skill with CRM tools such as Salesforce, demo environments, and proposal platforms.

Nice To Haves

  • Certification in pre-sales methodologies or POS systems, such as Certified Solutions Engineer, PMP, or ITIL.

Responsibilities

  • Work with sales and product teams to identify client needs and design scalable POS solutions aligned with operational and business objectives.
  • Deliver advanced product demonstrations and technical presentations tailored to customer use cases.
  • Participate in and lead technical responses to RFPs, RFIs, and customer proposals.
  • Track industry trends, competitive offerings, and emerging technologies in the payments and POS ecosystem, and share insights to guide solution strategy.
  • Advise the Sales team by translating customer requirements into detailed solution blueprints and supporting sales conversations with technical expertise.
  • Collaborate with Product Management, Implementation, and Customer Support to ensure solution feasibility and smooth post-sales transitions.
  • Engage customers onsite and virtually to gather feedback, facilitate discovery workshops, and guide solution architecture.

Benefits

  • Competitive salary
  • Market-competitive benefits
  • Quarterly perks program
  • Ample time off
  • Hybrid working arrangements where appropriate
  • Continuous learning
  • Professional certifications
  • Leadership development opportunities
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