Sales Engineer
AI Summary
Role focuses on designing, positioning, and supporting customer technology solutions in a consultative, customer-facing pre-sales capacity, translating technical concepts into business value.
About this role
RedHelm is redefining what it means to be a technology partner. We deliver industry-leading offensive and defensive cybersecurity alongside full-stack IT services that are integrated by design — protecting, powering, and accelerating our clients’ success.
Our teams operate at the intersection of security and technology, combining deep technical expertise with a holistic, client-centered approach. By aligning security strategy, infrastructure, and operational excellence, we help organizations stay resilient in an increasingly complex threat landscape.
At RedHelm, we are building an environment where innovation, accountability, and collaboration drive meaningful outcomes, both for our clients and for the professionals who support them.
Role Overview
The Solutions Engineer is responsible for designing, positioning, and supporting customer technology solutions that align with business and technical objectives. This is a consultative, customer-facing role focused on evaluating infrastructure and security needs, architecting solutions, and partnering closely with Account Executives throughout the sales process. The ideal candidate combines strong technical expertise with relationship-building skills and the ability to translate complex technical concepts into practical business solutions.
Role Focus
- Primary Objective: Design and support successful customer infrastructure and security solutions while driving technical alignment throughout the sales cycle
- Approach: Consultative, technical, customer-focused, and solution-oriented engagement
- Core Skills: Solution architecture, technical discovery, customer relationship management, and proposal development
- Solution Profile: Managed IT infrastructure, managed security services, cloud, networking, server, and endpoint solutions
- Success Metrics: Solution win rates, customer satisfaction, account growth, technical alignment, and proposal delivery accuracy
- Challenges: Managing diverse customer environments, translating technical complexity into business value, and balancing multiple opportunities simultaneously
Main Responsibilities
- Partner closely with Account Executives to evaluate customer environments and develop tailored infrastructure and security solutions
- Participate in customer meetings by leading technical discussions, conducting discovery, and identifying solution opportunities
- Perform technical discovery, architect solution designs, and create formal proposals and recommendations
- Serve as a trusted technical advisor to both prospective and existing customers by building strong professional relationships
- Review customer environments to identify areas for technology refreshes, optimization, expansion, or additional support
- Educate customers on technology standards, operational risks, and alignment between business goals and technical strategy
- Support customer business reviews by combining operational and technical insights from internal delivery teams
- Drive adoption of RedHelm services through strategic technical guidance and upsell identification
- Maintain expertise across RedHelm services and third-party partner technologies to support customer recommendations
- Translate technical concepts and requirements into clear, business-focused recommendations for both technical and non-technical stakeholders
- Collaborate closely with sales, engineering, operations, and leadership teams to support customer success and solution delivery
- Ensure customer data and information are handled securely and in accordance with all RedHelm Information Security Policies
- Maintain accurate documentation, customer records, opportunity updates, and technical information within CRM platforms
- Will require occasional travel for business purposes
Required Experience
- 3+ years of experience designing, deploying, and/or supporting IT infrastructure and/or IT security environments
- 2+ years of experience in a pre-sales engineering or solutions engineering role within managed IT services, infrastructure, or cybersecurity
- 2+ years of experience supporting customer account management or customer-facing technical engagements
- Experience partnering with sales teams to support technical solution development and customer presentations
- Experience architecting and supporting technologies including but not limited to:
- Managed IT Infrastructure Services
- Managed IT Security Services
- Public and Private Cloud Solutions
- Network and Server Architecture
- Endpoint Architecture
- Experience working within fast-paced, customer-driven environments with multiple concurrent opportunities
Required Skills
- Strong consultative and customer-facing communication skills
- Technical expertise in managed IT infrastructure and/or managed security services environments
- Strong solution architecture, discovery, requirements gathering, and proposal development capabilities
- Ability to effectively communicate technical information to non-technical stakeholders and executive audiences
- Strong analytical, problem-solving, and decision-making skills
- Ability to establish credibility and rapidly build trusted customer relationships
- Strong organizational skills with the ability to manage multiple priorities and deadlines simultaneously
- Excellent written communication, presentation, and documentation skills
- Ability to collaborate effectively across technical, operational, and sales teams
- Highly organized with disciplined CRM usage and opportunity management
- Ability to work independently while also contributing effectively within a team environment
- Strong attention to detail and commitment to delivering a high-quality customer experience
Required Qualifications and Certifications
- Managed IT Infrastructure Services
- Managed IT Security Services
- Public and Private Cloud platforms
- Network and Server Architecture <