Note: The job is a remote job and is open to candidates in USA. Rightworks provides intelligent cloud, managed IT, and application solutions for accounting firms and small businesses. The Strategic Sales Engineer serves as the technical backbone of the sales organization by conducting discovery, designing and scoping managed services and technology solutions, supporting sales engagements, and ensuring effective transitions to service delivery.
Responsibilities
- Partner with Strategic Account Executives during discovery, qualification, and opportunity strategy activities
- Conduct technical discovery sessions with SMB prospects and customers to assess infrastructure, Microsoft 365 environments, cloud posture, security controls, compliance requirements, operational workflows, and business continuity needs
- Perform technical assessments, security posture reviews, and risk assessments to identify gaps, modernization opportunities, and solution fit
- Translate business challenges into clear technical recommendations and solution options
- Identify opportunities to attach complementary Rightworks services during discovery and assessment activities
- Design and scope solutions across managed IT services, cybersecurity, Microsoft 365, cloud hosting, backup/disaster recovery, compliance, productivity, and AI-enabled offerings
- Create future-state solution recommendations that balance customer needs, technical feasibility, operational scalability, margin expectations, and service delivery readiness
- Document assumptions, dependencies, customer responsibilities, technical prerequisites, risk areas, and implementation considerations
- Work with service delivery and engineering teams to validate proposed architectures and reduce post-sale implementation risk
- Support solution bundling and platform adoption by identifying logical product combinations that solve broader customer problems
- Deliver technical presentations, product demonstrations, solution workshops, and architecture discussions for prospects and customers
- Participate in executive briefings and translate technical recommendations into business-relevant language for CEOs, CFOs, COOs, business owners, IT leaders, and operations stakeholders
- Respond to technical, security, compliance, integration, and implementation questions during the sales cycle
- Lead technical portions of RFP/RFI responses and provide accurate documentation for complex opportunities
- Design and support proof-of-concept or validation activities when required
- Develop Statements of Work (SOWs), technical solution designs, implementation assumptions, Bills of Materials (BOMs), and scope documentation
- Assist with pricing models, recurring revenue packaging, and margin review for complex or custom opportunities
- Collaborate with sales, finance, vendor partners, service delivery, and technical teams to ensure proposals are accurate, complete, and commercially viable
- Identify scope risks, service delivery constraints, and expectation gaps before contract execution
- Maintain reusable templates, documentation standards, and technical sales assets where appropriate
- Partner with account teams to identify expansion opportunities across Managed Microsoft, Business Security, Total Security, Cloud Hosting, Cloud Protect, WISP Compliance, Transaction Pro, Spark AI, and other Rightworks offerings
- Support account reviews focused on security, Microsoft 365, cloud modernization, compliance, AI, productivity, and managed services adoption
- Help customers understand the technical and business value of broader Rightworks solution adoption
- Provide technical credibility during cross-sell motions and expansion conversations
- Support attach-rate growth by validating solution fit and removing technical objections
- Ensure clean technical handoffs to onboarding, project management, engineering, and service delivery teams
- Provide complete implementation documentation, validated assumptions, technical requirements, and customer context
- Reduce post-sale implementation risk by ensuring solution scope, responsibilities, and timelines are clearly understood
- Support onboarding teams during project initiation when needed to preserve continuity from sales to delivery
- Maintain current knowledge of MSP best practices, Microsoft 365, cloud infrastructure, cybersecurity, compliance frameworks, SMB technology trends, and relevant vendor ecosystems
- Provide feedback to leadership on recurring technical objections, competitive gaps, packaging gaps, and service improvement opportunities
- Help improve messaging, sales enablement, technical documentation, and solution packaging based on field learnings
Skills
- 5+ years of experience as a Sales Engineer, Solutions Engineer, Solutions Architect, Pre-Sales Consultant, Technical Account Manager, senior MSP engineer, or related technical pre-sales role
- Experience in an MSP, managed services, cybersecurity, Microsoft, cloud services, VAR, or IT services environment
- Strong understanding of Microsoft 365, Microsoft security, cloud infrastructure, endpoint management, identity and access management, cybersecurity fundamentals, backup/disaster recovery, and managed service delivery models
- Experience scoping managed services agreements, professional services projects, cybersecurity solutions, Microsoft services, cloud hosting, and compliance-related engagements
- Ability to create SOWs, solution designs, pricing assumptions, technical documentation, and sales-to-service handoff materials
- Ability to translate technical complexity into clear business value for non-technical executives and SMB decision-makers
- Strong presentation, demonstration, discovery, documentation, and cross-functional collaboration skills
- Experience supporting recurring revenue sales organizations and working closely with Account Executives throughout the sales cycle
- Familiarity with CRM, quoting/CPQ, documentation, and MSP tools such as Salesforce, ConnectWise, Autotask, IT Glue, Quotewerks, or similar platforms
- This role is open to US Citizens or permanent residents authorized to work in the United States
- Due to specific state regulations, we are unable to accept applications from residents of California, Hawaii, or Alaska
- Relocation will not be offered for this position
- Prior hands-on experience in IT service delivery, systems administration, network engineering, cloud engineering, cybersecurity, or MSP operations before moving into a pre-sales role
- Microsoft, cybersecurity, cloud, networking, or MSP-related certifications such as MS-900, AZ-104, SC-900, CompTIA Network+, CompTIA Security+, CCNA, Fortinet, SentinelOne, or similar credentials
- Experience supporting SMB customers across professional services, healthcare, legal, manufacturing, construction, nonprofit, financial services, or other SMB-focused verticals
- Knowledge of NIST, FTC Safeguards Rule, WISP requirements, CMMC, PCI-DSS, HIPAA, or other compliance and risk frameworks relevant to SMBs
- Experience supporting cross-sell or expansion motions by identifying technical fit for additional services
- Bachelor's degree in Computer Science, Information Technology, Engineering, Business, or related field, or equivalent experience
Benefits
- Company-paid short and long-term disability insurance
- Company-paid life insurance
- A generous 401K match
- Highly affordable medical coverage
- Highly affordable dental coverage
- Highly affordable vision coverage
- Flexible PTO
- Numerous paid holidays
- Paid volunteer time off
Company Overview