Pre-Sales Engineer Job Description (Responsibilities, Skills, Duties & Sample Template)

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If you’ve Googled “Pre-Sales Engineer job description template,” you’ve probably seen dozens of articles already. The problem? Most of them don’t actually teach you how to attract a great Pre-Sales Engineer—they just give you generic filler content: a few bullet points, some recycled requirements, and a bland “apply here” line at the end.

But here’s the truth: top candidates don’t get excited by generic posts. They want to know what they’ll be doing, why it matters, and what your company stands for. If your job description reads like everyone else’s, the best people will simply scroll past you.

That’s why I recommend you start with our full guide on how to write a job post that attracts top talent , Link https://workscreen.io/how-to-write-a-job-post/ . It breaks down why the old way of writing job descriptions fails, and how to create posts that connect with real people—not just fill space.

In this article, we’re going to take those principles and apply them specifically to the Pre-Sales Engineer role. You’ll get a plain-English definition of what the role really is, examples of strong job posts (and why they work), a copy-paste template you can customize, and even a breakdown of common mistakes to avoid.

By the end, you won’t just have a job description—you’ll have a tool to attract the right kind of Pre-Sales Engineer who can bridge technical expertise with customer value, and help your sales team win deals.

Build a winning team—without the hiring headache.

WorkScreen helps you hire fast, confidently, and without second-guessing.

What a Pre-Sales Engineer Actually Is - Their Role Explained

A Pre-Sales Engineer is the bridge between your sales team and your technical team. They help potential customers understand how your product or service actually works, why it matters, and how it solves their problems.

In simple terms:
 They’re the person who can translate technical features into business value.

Instead of just pitching, they dive into the details—running demos, answering tough technical questions, tailoring solutions to each customer, and making sure what’s promised in the sales process is realistic and achievable.

That means the best Pre-Sales Engineers aren’t just technically sharp—they also have strong communication, problem-solving, and relationship-building skills. They know how to talk to both engineers and executives, and they bring credibility to your sales conversations.

So while a job description might list out duties like “conduct product demos” or “assist sales with technical requirements,” the real role goes much deeper:
 👉 A Pre-Sales Engineer is your trusted advisor in the sales process, helping customers see the value of your solution while making sure your team can actually deliver it.

Two Great Pre-Sales EngineerJob Description Templates

We’ll provide two tailored job description options:

1.✅ Option 1: For employers looking to hire an experienced candidates with prior experience.

2.Option 2: For employers open to hiring entry-level candidates or those willing to train someone with potential.

Option 1: Experienced Pre-Sales Engineer

Job Title: Pre-Sales Engineer — SaaS Solutions (Remote, US)
 💼 Full-Time | 🌍 Remote | 💲 $95,000–$115,000 + Performance Bonus

📹 Meet the Team (2-min video intro from our Sales Director & Engineering Lead)
 (Insert Loom/YouTube link here — e.g., “Watch this quick video to hear directly from the team you’ll be working with.”)

About NexaTech Solutions

At NexaTech Solutions, we build cloud-based workflow software that helps mid-size businesses automate operations and scale faster. With 400+ clients across the US and Europe, we’re known for combining technical excellence with world-class customer support.

What You’ll Be Doing

As our Pre-Sales Engineer, you’ll partner with Account Executives to engage prospects, uncover pain points, and tailor product demonstrations to show how NexaTech delivers value. You’ll be the trusted technical voice in customer conversations.

Your key responsibilities:

  • Lead product demos, solution walkthroughs, and technical deep-dives.

  • Collaborate with Sales to design proposals and technical architectures.

  • Respond to RFPs and security questionnaires with precision and confidence.

  • Partner with Product and Engineering to ensure customer feedback influences roadmap decisions.

  • Provide hands-on technical expertise during proof-of-concept phases.

What We’re Looking For

  • 3+ years experience in a Pre-Sales Engineer, Solutions Engineer, or Technical Consultant role.

  • Strong background in SaaS platforms (bonus if in workflow automation or cloud services).

  • Excellent communication skills—you can explain complex tech to non-technical buyers.

  • Ability to manage multiple opportunities and deadlines under pressure.

  • Problem-solver who thrives in fast-paced, collaborative environments.

Why Join Us?

  • 💲 Competitive Pay + Bonus — Transparent salary range + performance incentives.

  • 🚀 Growth Opportunities — We promote from within and invest in continuous training.

  • 🧑‍💻 Modern Remote Culture — Flexible work with virtual collaboration and quarterly in-person meetups.

  • ❤️ Respectful Hiring Process — We review every application, reply to everyone, and keep you updated throughout.

How to Apply
 We use WorkScreen.io to ensure a fair, skills-based hiring process. Click the link below to apply. You’ll go through a quick skills evaluation designed to showcase your strengths beyond your résumé.

👉 Apply Now via WorkScreen [insert application link]

Option 2: Entry-Level / Willing-to-Train Pre-Sales Engineer

Job Title: Junior Pre-Sales Engineer (We’ll Train You) — SaaS Solutions (Remote, US)
 💼 Full-Time | 🌍 Remote | 💲 $60,000–$75,000 + Performance Bonus

📹 Meet the Team (short video from a current Junior Pre-Sales Engineer + Manager)
 (Insert Loom/YouTube link here — e.g., “Hear from someone who started in this exact role last year and grew quickly.”)

About NexaTech Solutions

At NexaTech Solutions, we believe in hiring for potential, not just experience. We create cloud-based workflow software that helps businesses scale faster, and we know our people are at the heart of everything we do.

What You’ll Be Doing

This role is designed for someone who’s curious, coachable, and excited to grow into a Pre-Sales Engineer career. You’ll start with training and mentorship, then quickly get hands-on experience supporting live customer conversations.

Your key responsibilities:

  • Shadow senior Pre-Sales Engineers on customer demos and calls.

  • Learn how to explain complex technology in simple terms.

  • Support the sales team by preparing demo environments and documentation.

  • Collect and share customer feedback with our Product team.

  • Over time, lead your own demos and customer interactions with confidence.

What We’re Looking For

  • Strong interest in technology, SaaS, or IT (formal degree not required).

  • Excellent communication and presentation skills.

  • Problem-solving mindset—curious, resourceful, and eager to learn.

  • Coachable attitude with the drive to grow into a client-facing technical role.

  • Bonus: exposure to sales, customer service, or technical support.

Why Join Us?

  • 📚 We Train You — Full onboarding, mentorship, and continuous coaching.

  • 🚀 Career Growth — Clear pathway to becoming a full Pre-Sales Engineer within 12–18 months.

  • 💲 Fair Pay + Transparency — Clear salary band so you know exactly what to expect.

  • 🌍 Flexible Remote Culture — Work from anywhere with a supportive team.

  • ❤️ Respectful Hiring Process — We review every application and give everyone closure.

How to Apply
 We use WorkScreen.io to make our hiring process fair and efficient. Click the link below to apply. You’ll go through a quick, practical evaluation so we can get a real sense of your potential—not just what’s on your résumé.

👉 Apply Now via WorkScreen [insert application link]

Don’t let bad hires slow you down.

WorkScreen helps you find the right people—fast, easy, and stress-free. 

Breakdown of Why These Pre-Sales Engineer Job Descriptions Work

1. Clear, Specific Job Titles

  • Instead of just “Pre-Sales Engineer,” the experienced role is titled “Pre-Sales Engineer — SaaS Solutions (Remote, US)” and the junior role is “Junior Pre-Sales Engineer (We’ll Train You).”

  • These titles signal the level, context, and scope right away—making it easy for candidates to see if it fits them.

2. Warm, Human Intros With Context

  • Both roles start with a quick “Meet the Team” video. This immediately gives the posting personality, puts faces behind the job, and builds trust.

  • The introductions frame the job not just as tasks, but as a mission-driven role inside a real team.

3. Transparent Salary & Perks

  • Both listings include a clear salary range—something many job descriptions still avoid.

  • Transparency builds trust and attracts serious applicants who value fairness and clarity.

4. Company Overview With Personality

  • NexaTech’s overview isn’t a generic corporate paragraph—it’s short, simple, and emphasizes values (“hiring for potential, not just experience” / “technical excellence with world-class customer support”).

  • This makes the company feel authentic and approachable.

5. Responsibilities That Show Impact, Not Just Tasks

  • Instead of vague lists, responsibilities are framed in terms of impact and contribution:

    • “Be the trusted technical voice in customer conversations.”

    • “Help prospects see how NexaTech delivers value.”

  • This connects the role to the bigger picture of helping customers succeed and supporting the sales team.

6. Qualifications Without Gatekeeping

  • The senior role asks for specific experience (3+ years, SaaS background).

  • The junior role keeps requirements open, focusing on potential and coachability—which encourages more diverse applicants to apply.

  • Both approaches avoid unnecessary gatekeeping that filters out great candidates.

7. Respectful, Candidate-Centric Hiring Process

  • Explicitly stating “We review every application” and “We’ll keep you updated” makes a huge difference.

  • Many job posts leave candidates in the dark—this reassurance helps you stand out.

8. Personal Touch With Video

  • Including a Loom or YouTube link humanizes the hiring process.

  • Candidates get to see real people (future managers or peers), which builds trust and connection before they even apply.

9. Why This Role Is Worth Their Time

  • The “Why Join Us” section sells the opportunity clearly: pay, culture, growth, respect.

  • For the junior role, the emphasis on training and growth path is especially powerful—it shows you value career development, not just immediate skills.

10. Strong Call-to-Action (With WorkScreen)

  • Instead of a cold “Apply Here,” the CTA highlights why WorkScreen is used (fair, skills-based, not résumé-only).

  • This shows candidates that you respect their time and want a level playing field.

Example of a Bad Pre-Sales Engineer Job Description (And Why It Falls Short)

Job Title: Pre-Sales Engineer
 Company: GlobalSoft Inc.
 Job Type: Full-Time
 Location: Remote

Job Summary

GlobalSoft Inc. is looking to hire a Pre-Sales Engineer to support the sales team. The successful candidate will conduct product demonstrations, assist with proposals, and handle technical questions from customers.

Key Responsibilities

  • Provide product demonstrations.

  • Support sales with technical information.

  • Respond to RFPs.

  • Communicate with customers.

  • Assist with technical documentation.

Requirements

  • Bachelor’s degree in Computer Science, IT, or related field.

  • 5 years of pre-sales or sales engineering experience.

  • Strong technical and communication skills.

  • Ability to multitask and work under pressure.

How to Apply

Send your résumé and cover letter to hr@globalsoft.com. Only shortlisted candidates will be contacted.

❌ Why This Pre-Sales Engineer Job Post Falls Short

1. Generic Job Title

  • Just “Pre-Sales Engineer” with no context (industry, level, remote/on-site).

  • Doesn’t help the right candidate self-identify.

2. Cold, Lifeless Introduction

  • The summary is one sentence, with zero story, mission, or context.

  • Candidates don’t get a sense of why this role matters or why they should care.

3. No Salary or Benefits Mentioned

  • Hiding compensation feels outdated and signals a lack of transparency.

  • High-quality candidates will scroll past jobs that don’t disclose pay.

4. Responsibilities Are Too Broad

  • The bullet points are vague and could describe almost any tech role.

  • Nothing shows how this role impacts the customer or sales team.

5. Rigid, Exclusionary Requirements

  • Demanding “5 years of experience” for what’s often a coachable role filters out great junior talent.

  • No mention of flexibility, transferable skills, or growth opportunities.

6. No Culture, No Values

  • Nothing about what the company stands for, how the team works, or why someone would want to join.

  • Reads like a formality, not an opportunity.

7. Cold, Dismissive Application Process

  • “Only shortlisted candidates will be contacted” feels disrespectful and outdated.

  • Creates anxiety and discourages good candidates from applying.

8. Zero Personality in the CTA

  • Just “send your résumé.”

No sense of excitement, respect, or fairness in the application process.


Bonus Tips to Make Your Pre-Sales Engineer Job Description Stand Out

Even with a strong job description, small details can make a big difference in how candidates perceive your company. Here are some advanced touches you can add to your Pre-Sales Engineer job post to attract the right people and build trust:

1. Add a Security & Privacy Notice

Show candidates you respect their safety and data. A simple statement like this builds confidence:

“We take applicant privacy seriously. We will never ask for payment, bank details, or personal financial information at any stage of the hiring process.”

This reassurance makes your company feel more professional and trustworthy.

2. Mention Leave Days or Flex Time

Pre-Sales Engineers often balance customer demos across multiple time zones, which can get intense. Highlighting flexibility will resonate strongly:

“Enjoy up to 20 flexible leave days per year so you can recharge and perform at your best.”

This signals that you care about work-life balance, which is especially attractive to technical candidates.

3. Highlight Training & Growth Opportunities

Even experienced candidates want to grow. Show them they’ll get more than just a paycheck:

“At NexaTech, we invest in you. You’ll get access to ongoing product training, mentorship programs, and professional development allowances to help you advance your career.”

This reassures entry-level hires and excites senior hires who want to level up.

4. Add a Loom or YouTube Video for Trust

A short 2–3 minute video from a manager or teammate does wonders for authenticity. Candidates can see the real people behind the role. For example:

📹 “Watch this quick video from our Sales Director and Engineering Lead on what it’s like to collaborate with them.”

This humanizes your hiring process and gives your post an edge over faceless, corporate-style ads.

Here is an example that we used in our master guide on how to write a great job post description , you can check it out here https://www.loom.com/share/ba401b65b7f943b68a91fc6b04a62ad4

5. Share a Customer or Team Story

Instead of just saying “we’re mission-driven,” give an example:

“Last year, one of our Pre-Sales Engineers helped a client cut their onboarding time by 40% with a custom integration. That’s the kind of impact we’re looking for—and it’s the kind of work you’ll be doing here.”

Stories like this inspire candidates and show them what success actually looks like in the role.

Should You Use AI to Write a Pre-Sales Engineer Job Description?

AI tools can feel like a shortcut when you’re busy. Just type “Write me a Pre-Sales Engineer job description” and boom—you get something in seconds. The problem? It looks exactly like every other generic post online.

Here’s why relying on AI alone can hurt your hiring:

  • Generic Output: You’ll end up with vague, lifeless content that doesn’t sell your role or company.

  • Wrong Candidates: A bland template attracts “apply-to-everything” applicants—not mission-driven Pre-Sales Engineers.

  • Bad First Impression: Your job description is often the first touchpoint with candidates. A copy-paste AI output makes your company look uninspired and careless.

✅ The Right Way to Use AI

AI can be powerful if you treat it as a collaborator, not a replacement.

Instead of one-click prompts like:

“Write me a Pre-Sales Engineer job description.”

Feed AI the raw ingredients:

  • What your company does

  • Your values and culture

  • The unique impact of the Pre-Sales role in your sales process

  • The benefits, salary, and perks you offer

  • The kind of candidate traits you actually want

Then prompt it like this:

“Help me draft a Pre-Sales Engineer job description for our company, NexaTech Solutions. We’re hiring someone to conduct demos, support Account Executives, and act as the technical voice in sales conversations. Our culture is collaborative and customer-first, and we want candidates who are strong communicators and problem-solvers. We offer $95,000–$115,000 base + bonus, remote flexibility, and growth opportunities. Here’s a story about how our Pre-Sales team made an impact last year [insert example]. Please make the tone warm, conversational, and inspiring. Here are the additional notes I’ve written [paste notes]”

With this approach, AI becomes a polishing tool that organizes your ideas, smooths the tone, and sharpens the structure—without stripping away your company’s personality.

Bottom line: Don’t let AI write your job posts for you. Use it to help you refine, not replace, your unique voice.

Smart Hiring Starts Here

WorkScreen simplifies the hiring process, helping you quickly identify top talent while eliminating low-quality applications. By saving you countless hours and reducing the risk of bad hires, it empowers you to build a team that delivers results

Need a Quick Copy-Paste Pre-Sales Engineer Job Description Template?

We get it—sometimes you just need something fast.
 Maybe you’ve already gone through this guide and understand what a strong job post looks like. But you also want a solid starting point you can copy, paste, and tailor to your company in just a few minutes.

That’s what this is.

✏️ Important Reminder:
 Don’t copy this word-for-word and expect magic.
 This is a foundation, not a final draft.
 Add a Loom video, inject your team culture, and edit the details to reflect your actual company.

In this section, you’ll find two ready-to-use job description templates for quick copy-paste use — but please remember, like we mentioned above, don’t just copy them word-for-word and expect results.

Think of these as starting points, not final drafts.

  • Option 1: A more conversational, culture-first job description that highlights personality and team fit.
  • Option 2: A more structured format, including a Job Brief, Responsibilities, and Requirements for a traditional approach.

 

✅ Option 1: Conversational, Culture-First Style

Job Title: Pre-Sales Engineer — SaaS Solutions (Remote)
 💼 Full-Time | 💲 $XX–$XX + Bonus | 🌍 Remote-Friendly

📹 Watch this quick intro from our Sales Director & Engineering Lead (Insert Loom/YouTube link here)

Who We Are
 At [Company Name], we help mid-size businesses automate workflows with easy-to-use cloud software. Our Pre-Sales team is the heartbeat of our sales process—making complex tech simple, and helping customers see how our product transforms their business.

What You’ll Do
 You’ll partner with Account Executives to lead demos, solve technical challenges, and be the trusted advisor in sales conversations. From tailoring solutions for clients to sharing product feedback with our engineering team, you’ll play a key role in turning prospects into long-term partners.

What We’re Looking For

  • X+ years of Pre-Sales / Solutions Engineering experience (SaaS background preferred)

  • Strong communication skills—you can talk to both engineers and executives

  • Problem-solver with the ability to adapt quickly

  • Comfortable running demos and answering technical questions live

Why Join Us

  • 💲 Transparent pay + performance bonus

  • 🚀 Growth opportunities with training and mentorship

  • 🌍 Remote-friendly culture with quarterly meetups

  • ❤️ Respectful hiring process (we review and respond to every application)

👉 How to Apply
 We use WorkScreen.io to ensure a fair, skills-based hiring process. Click below to apply:
 Apply Now via WorkScreen [Insert application link]

📑 Option 2: Structured Format

Job Title: Pre-Sales Engineer — SaaS Solutions
 Location: Remote (US)
 Type: Full-Time
 Salary: $XX–$XX + Bonus

Job Brief
 We are seeking a skilled Pre-Sales Engineer to support our sales team and act as the technical expert during the sales cycle. You will help prospects understand our product, design tailored solutions, and ensure a seamless handoff to implementation.

Key Responsibilities

  • Conduct product demonstrations and technical presentations.

  • Support Account Executives with proposals, RFPs, and customer meetings.

  • Respond to technical questions and objections with clarity and confidence.

  • Collaborate with Product and Engineering teams to integrate customer feedback.

  • Lead proof-of-concept projects and ensure technical feasibility.

Requirements

  • Bachelor’s degree in IT, Computer Science, or equivalent experience.

  • X+ years in a Pre-Sales Engineer, Solutions Consultant, or Technical Sales role.

  • Strong SaaS knowledge, with ability to explain technical concepts simply.

  • Excellent communication, problem-solving, and presentation skills.

Perks & Benefits

  • Transparent salary range + bonus

  • Remote-friendly work culture

  • Health, dental, and vision insurance

  • Paid time off and flexible leave options

  • Growth opportunities with mentorship and training

👉 Apply Now
 We use WorkScreen.io to evaluate candidates fairly based on skills, not just résumés. Apply here:
 Apply Now via WorkScreen [Insert application link]

What Happens After You’ve Written the Job Post? Let Workscreen Handle The Rest

Writing a great job description is only the first step. The real challenge comes when the applications start rolling in. How do you quickly identify the best Pre-Sales Engineer candidates without getting buried under résumés—or worse, wasting time on applicants who aren’t serious?

That’s where WorkScreen.io comes in.

With WorkScreen, you can:

  • Quickly identify your most promising candidates.
    WorkScreen automatically evaluates, scores, and ranks applicants on a performance-based leaderboard—making it easy to spot top talent, save time, and make smarter, data-driven hiring decisions.

  • Easily run one-click skill tests.
    With Workscreen’s one-click skill tests, you can assess candidates on real-world Pre-Sales scenarios—like explaining a technical product to a non-technical buyer—so you hire based on ability, not just credentials.

  • Eliminate low-effort applicants.
    WorkScreen filters out low-effort applicants—including those who use AI Tools to apply, copy-paste answers, or rely on “one-click apply.” This way, you focus only on genuine, committed, and high-quality candidates—helping you avoid costly hiring mistakes.

  • Hire confidently and holistically.
    Look beyond résumés to evaluate adaptability, communication, and problem-solving—all traits that separate a good Pre-Sales Engineer from a great one.

💡 Bottom line: You’ve learned how to write a job post that attracts the right Pre-Sales Engineers. Now let WorkScreen help you evaluate them fairly, efficiently, and confidently.

👉 Start hiring smarter with WorkScreen.io

Frequently Asked Questions - Pre-Sales Engineer Job Description

A great Pre-Sales Engineer blends technical expertise with strong communication skills. They should be able to:

  • Explain complex technology in simple, business-focused terms.
  • Build trust with both technical and non-technical stakeholders.
  • Run engaging product demos and proof-of-concept projects.
  • Think on their feet, adapt quickly, and solve problems under pressure.
  • Collaborate effectively with sales, product, and engineering teams.
    Soft skills—like empathy, curiosity, and storytelling—are just as important as technical know-how.
  • According to recent data from Glassdoor and Indeed, the average salary for a Sales Engineer in the United States is between $85,000 and $110,000 per year, with experienced Pre-Sales Engineers at SaaS or enterprise software companies often earning $120,000+ base plus bonuses/commission.
     Location, company size, and technical specialization can all influence the salary band.

  • Pre-Sales Engineer: Works before the deal is closed. Focuses on demos, solution design, technical Q&A, and tailoring the product to the customer’s needs. They act as the trusted technical advisor during the sales process.
  • Sales Engineer (sometimes overlapping): In some companies, “Sales Engineer” means the same as Pre-Sales. But in others, it refers to engineers who remain involved after the deal—helping with implementation, training, or customer success.
    In short: Pre-Sales = convince and align. Post-Sales = deliver and support.

     

Pre-Sales Engineers are most common in:

  • SaaS and Cloud Software (Salesforce, AWS, etc.)
  • Cybersecurity

     

  • Telecoms and Networking

     

  • Manufacturing & Industrial Tech
    Anywhere complex products need to be sold to both business and technical buyers, Pre-Sales Engineers are in demand.

Sales reps focus on closing the deal and managing the commercial relationship. Pre-Sales Engineers focus on technical alignment—making sure the product actually solves the customer’s problem and can be implemented successfully. Together, they form a partnership that balances persuasion with technical credibility.

Traditional résumés don’t reveal if someone can handle live demos or explain tech under pressure. That’s why many companies use skills-based hiring platforms like WorkScreen.io to test real-world abilities—like presenting a mock demo, writing technical explanations, or problem-solving under a time limit. This ensures you hire based on ability, not just credentials.

Make Your Next Great Hire With WorkScreen

Easily streamline your hiring process with AI-powered applicant scoring, automated skill testing, and a credit-based system that ensures you only pay for quality applicants. Perfect for teams serious about hiring top talent.

Author’s Details

Mike K.

Mike is an expert in hiring with a passion for building high-performing teams that deliver results. He specializes in streamlining recruitment processes, making it easy for businesses to identify and secure top talent. Dedicated to innovation and efficiency, Mike leverages his expertise to empower organizations to hire with confidence and drive sustainable growth.

Hire Easy. Hire Right. Hire Fast.

Stop wasting time on unqualified candidates. WorkScreen.io streamlines your hiring process, helping you identify top talent quickly and confidently. With automated evaluations , applicant rankings and 1-click skill tests, you’ll save time, avoid bad hires, and build a team that delivers results.

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