CX Solutions Engineer
Summary
Remote (US, MST/PST preferred) pre-sales solutions engineer at IT advisory firm Bridgepointe: qualifying opportunities and leading discovery and scoping for UCaaS, CCaaS, CX, AI, and BPO deals, then writing proposals, presenting to clients, and logging findings in Salesforce. Requires 7+ years enterprise sales experience in contact center/UC tech; $140k-$170k base plus variable.
Based in Silicon Valley, Bridgepointe was founded in 2002 on the principle that businesses need a strategic partner and advocate when procuring, implementing, and maintaining IT services and infrastructure. The Company’s IT Strategists offer business leaders direct access to a large portfolio of vendor-agnostic solutions, employing a six-step model that starts with getting to know a client’s business, challenges, and goals and culminates in recommendations and support around supplier selection. Bridgepointe’s expert IT Strategists help clients achieve optimal IT results without costly consulting agreements.
- Support the development of sales opportunities in a highly collaborative, fast-paced environment by providing technical consultancy that helps customers define business objectives, operational requirements, and solution priorities.
- Partner with Bridgepointe Sales Agents to understand customer needs, assist with opportunity qualification, and map requirements to appropriate Bridgepointe supplier products, services, and solution portfolios.
- Lead or support customer discovery sessions, including meetings and presentations that may require minimal advance preparation, by quickly identifying key client pain points, asking effective scoping questions, capturing detailed technical notes, documenting current-state environments, and defining functional, technical, integration, reporting, compliance, and operational requirements.
- Provide detailed scoping support across a large volume of simultaneous UCaaS, CCaaS, CX, AI, BPO, workforce engagement, analytics, and managed services opportunities, including documenting assumptions, dependencies, integrations, deployment considerations, supplier engagement requirements, and recommended next steps.
- Update Salesforce Opportunities with clear technical notes, discovery findings, opportunity engagement details, next steps, and information needed to support sales team and supplier follow-up.
- Author technical sections of customer proposals, solution summaries, scope narratives, requirements responses, and related sales-support documentation.
- Collaborate with supplier sales engineering, solution architecture, and product teams to validate recommended solutions, clarify technical fit, and define acceptable proposal approaches.
- Develop and deliver polished, customer-ready presentations that clearly communicate requirements, solution options, supplier positioning, scope considerations, and recommended next steps.
- Demonstrate the ability to pivot quickly during client discussions, adapt discovery paths based on customer responses, and fully lead scoping conversations when the opportunity requires deeper technical or operational guidance.
- Attend supplier meetings, briefings, and enablement sessions to remain current on marketplace offerings, technical capabilities, roadmap updates, differentiation, and positioning.
- Complete supplier trainings as needed to broaden UCaaS, CCaaS, CX, AI, workforce engagement, analytics, and managed services product expertise.
- Assist Marketing and practice leadership with the creation of technical job aids, supplier comparison materials, internal enablement content, customer-facing collateral, and practice development assets.
- Leverage prior experience to support the ongoing development of the UCaaS and CCaaS practice, including refinement of discovery methods, scoping templates, proposal content, and sales enablement processes.
- Contact Center Performance Optimization
- Cloud-based interaction management, and routing solutions
- Interaction routing design across multiple blended channels
- Workforce Management/Optimization solutions
- Customer Experience design, and enablement
- Self-service strategy
- Customer Care strategy
- Outbound Dialer design, and deployment
- CRM strategy
- CRM vendor selection/solution design
- Workforce Management vendor selection/solution design
- Company subsidized Medical, Dental, and Vision Care benefits
- HSA Plan
- Short-term and Long-term Disability
- Company-paid AD&D and Life Insurance
- Competitive Pay
- 401k plan
- Flexible PTO
- Flexible and innovative work environment
