Recommend and scope standard integration patterns for each prospect’s ERP or accounting system and trading partner requirements, using Cleo reference architectures and templates
Demonstrate the value of Cleo solutions through presentations and demonstrations on-site and remote
Complete the technical sections of RFI/RFPs and security questionnaires
Explain Cleo’s AI capabilities accurately in customer conversations
Apply AI tools across the sales cycle and in day-to-day work, from researching new concepts and understanding customer scenarios to sharpening discovery hypotheses and producing customer-facing assets and demonstration proof points
Manage a high volume of concurrent opportunities with short cycle times
Recognize when an opportunity falls outside the standard patterns, and flag it to Sales and Solutions leadership early so it is qualified and staffed correctly
Collaborate with Product Management to provide voice-of-the-customer feedback, influencing the roadmap based on patterns observed across prospect engagements
Partner with Customer Success and Professional Services to ensure smooth technical handoffs post-close, with clear documentation of customer architecture and agreed use cases
Contribute to the SA knowledge base by building reusable assets, demo scripts, and POC frameworks that scale pre-sales team capacity
Supply Chain Fluency
This role calls for working knowledge of how supply chains, trading partner compliance programs, and common systems of record operate, enough to advise a small or mid-market customer on standard use cases.
AI Fluency Competencies
The role has an AI dimension on two fronts: using AI tools to do pre-sales work faster and better, and explaining Cleo’s AI-powered capabilities to prospects.
Uses AI tools daily for discovery prep, call summaries, demo and POC builds, and customer documentation, and validates the output before it goes to a customer
Explains Cleo’s AI-powered capabilities accurately and credibly to technical and business audiences, and connects them to a customer’s specific problem
Knows the limits of the product’s AI capabilities and does not overstate them
Prerequisites
Bachelor’s degree in Computer Science, Computer Information Systems, or a related field, or equivalent relevant experience
2+ years in a pre-sales, solutions engineering, implementation, technical support, or other customer-facing technical role within a B2B SaaS, iPaaS, EDI, or supply chain software environment
Working knowledge of EDI (X12 or EDIFACT) and common B2B protocols such as AS2 and SFTP
Understanding of core supply chain processes including Order-to-Cash and Procure-to-Pay
Working knowledge of REST/SOAP APIs and JSON/XML data structures
Demonstrated ability to run discovery calls, demonstrations, and POCs independently, and to manage the technical track of a sales cycle from start to close
Comfort using AI tools in daily work and explaining AI-powered product capabilities clearly to customers
Nice to Have
Hands-on experience with AI/ML-powered SaaS features, including LLM applications, agentic AI workflows, or intelligent automation
Familiarity with systems common at small and mid-market companies, such as accounting packages and mid-market ERPs, and with retail or distribution trading partner compliance programs
A few things we offer
Compensation: $75,000 to $85,000 + Bonus potential
Great Healthcare + Dental + Vision
Flexible PTO
Culture of support, encouraging Life-Work balance
401k match
FSA and HSA options
Employee Assistance Program
Paid Parental Leave
Hybrid work environment
Accelerated title and salary growth potential
A fun and energetic work environment that makes you excited to go to work every day
We use artificial intelligence (AI) tools to assist in certain stages of our recruitment process, such as resume screening and candidate matching. These tools are designed to support fair and consistent evaluations. If you have questions about this process or would like to request an alternative assessment method, please contact us at hr@cleo.com.
Cleo Communications US, LLC is an equal opportunity/affirmative action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
