À propos
The ideal candidate combines deep payroll and compliance knowledge with strong business and technical acumen. You will partner closely with Sales leadership to drive technical discovery, deliver customized demonstrations, validate solution fit, and support complex opportunities through close.
This is a highly collaborative, customer‑facing role that plays a critical part in revenue growth and value realization.
Key Responsibilities Pre‑Sales Responsibilities
Serve as the technical subject matter expert during the sales cycle.
Deliver customized, consultative demonstrations of:
Apex HCM solutions
AccountantsWorld product suite
myPay Solutions offerings
Partner with Sales Representatives and Sales Managers to develop and execute opportunity strategies.
Participate in key stages of the sales process, including:
Discovery calls
Technical demos
Post-demo Q&A sessions
Proposal reviews
Objection handling and negotiation
Conduct pre-demo preparation and post-demo debrief sessions with Sales.
Translate prospect payroll, tax, and compliance requirements into tailored solution presentations.
Provide proof-of-concept validation when needed.
Liaise internally with Onboarding, Training, Support, Operations, and Product teams to gather technical answers and ensure accurate positioning.
Post‑Sale Responsibilities
Provide technical scenario consultations for new customers during their first year, as needed.
Support proper solution positioning in partnership with Sales, Onboarding, Training, Support, and Product teams.
Participate in ongoing product training and cross‑functional education sessions.
Contribute feedback from the field to improve product positioning and messaging.
Opportunity Involvement Scope The Pre‑Sales Engineer will typically engage in:
100% of Apex HCM opportunities
AccountantsWorld opportunities at defined deal thresholds
myPay Solutions opportunities at defined client thresholds
Additional opportunities at Sales Manager discretion
Required Qualifications
5+ years of experience in Payroll, HCM, or Workforce Management solutions.
Strong understanding of:
Federal, State, and Local payroll tax compliance
Payroll processing workflows
HCM systems and integrations
Experience supporting SaaS or technology‑based payroll solutions.
Proven ability to conduct professional software demonstrations.
Strong business acumen with the ability to translate technical functionality into business value.
Excellent communication and presentation skills.
Ability to collaborate cross‑functionally in a fast‑paced sales environment.
Preferred Qualifications
Experience working in a pre‑sales, solutions consultant, or sales engineering capacity.
Prior experience with Apex HCM, AccountantsWorld, or similar payroll platforms.
Background supporting accounting firms or multi‑client payroll environments.
CRM and sales cycle management experience.
Performance Metrics & KPIs
Demos conducted per week
Monthly pipeline influence ($)
Opportunity close rate
Revenue contribution and deal support effectiveness
Specific targets will be defined in alignment with Sales Leadership.
Compensation Compensation structure, including base salary and performance incentives, will be discussed during the interview process.
Why Join Us?
High‑impact, revenue‑driving role
Direct collaboration with Sales leadership
Opportunity to shape solution strategy and positioning
Growth within a fast‑moving payroll and HCM technology environment
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Compétences linguistiques
- English
Avis aux utilisateurs
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