Solution Engineer - UK/I

ABOUT PLEO Messy spend management is tricky business. And tedious processes are a lose-lose situation for all involved, not just finance. At Pleo, we're changing that. We build spend solutions that make managing money seamless, empowering, and surprisingly effective for finance teams and employees alike - with a vision to help all businesses ‘go beyond’. The word ‘Pleo’ actually means ‘more than you’d expect’, and living by that mantra has been the secret to our success over the last 10 years. Now, we’re at a pivotal moment in our journey; every move we make has a direct impact on our 40,000+ customers, our business, and our collective success. We need people who take pride in uncovering customer needs, who turn complex problems into simple solutions, challenge the way things are done (respectfully), and always aim high. With great ambitions driving us forward, we can’t say we’ve got this whole thing figured out. And frankly, that’s half the fun! What we can say is that we’re a driven, progressive, and, importantly, a kind bunch of 850+ people from over 100 nationalities, all committed to delivering the future of business spending, together. ABOUT THE ROLE We're looking for a Solution Engineer to join our Commercial org at Pleo. In this role, you'll help articulate the value of our solution and be part of the pre-sales team as we scale Solutions at Pleo. If you're excited about driving sales success by providing technical and accounting expertise and are passionate about B2B SaaS and optimising financial workflows, then this is the opportunity for you! WHO YOU’LL BE WORKING WITH AND REPORTING TO You’ll report to our Solutions Manager and work closely with teams in Commercial. Our team of 3 is highly collaborative, dedicated to accelerating the sales cycle and ensuring continuous product improvement. You’ll also have the chance to partner with teams across GTM & Product to ensure success. WHAT YOU’LL BE DOING As a Pleo Pre-sales Solution Engineer, you will: - Conduct generic or tailored product demonstrations, presentations, and workshops. - Develop and deliver technical proposals, RFPs, responses, trials, and Proof of concepts. - Understand customer objectives, technical environment, and accounting needs. - Provide feedback and insights to product and engineering teams. - Ensure a smooth transition from pre-sales to implementation or onboarding. WHAT YOU BRING You’ll thrive in this role if you have: - 3+ years of experience in a solutions or pre-sales role. - In-depth understanding of B2B SaaS products, APIs and relevant technologies, including configuration, integrations, and troubleshooting. - Familiarity with accounting principles & financial workflows. - Strong problem-solving skills, attention to detail, and the ability to think on your feet during customer interactions or changing requirements. - Excellent planning, prioritisation, and risk management abilities to handle multiple pre-sales engagements simultaneously. - A background in demonstrated success in customer-facing roles and relationship-building skills, with a customer-centric mindset. WHY THIS ROLE IS A GOOD FIT FOR YOU This role is a good fit for you if: - You want to drive revenue growth, minimise sales cycle length, and accelerate the sales process. - You thrive on providing both technical and accounting expertise. - You enjoy influencing product development by generating actionable insights for engineering and product teams. This role is not a good fit for you if: - You prefer a purely technical or purely accounting role over a mixed customer-facing pre-sales role. - You do not enjoy the constant customer-facing element and the pressure of sales cycle acceleration. - You prefer working in isolation over a highly collaborative, cross-functional environment. HOW YOU’LL DEVELOP IN THIS ROLE In your first 3 months at Pleo, you’ll: - Lead product demos and trials to drive impact in sales velocity and new revenue generation. - Collaborate with Product teams to improve product feature sets and integration capabilities. - Grow your skills in data analysis and predictive sales trending, taking on new challenges as the company continues to scale. We’re committed to helping you develop your career, whether that means taking on bigger projects, stepping into leadership, or acquiring new skills in advanced technical proposal development and risk management. The location Please note: We can hire hybrid or in-person set-up in any of the locations listed on the advert but you will need to be physically based in the country of your choice with a valid right to work. We are unable to offer visa sponsorship for this role in any of the listed locations. SHOW ME THE BENEFITS - Your own Pleo card (no more out-of-pocket spending!) - Lunch is on us for your work days - enjoy catered meals or receive a lunch allowance based on your local office - Comprehensive private healthcare - depending on your location, coverage options include Vitality, Alan or Médis - We offer 25 days of holiday + your public holidays - For our Team, we offer hybrid working options - We use MyndUp to give our employees access to free mental health and well-being support with great success so far - Paid parental leave - we want to make sure that we're supportive of families and help you feel that you don't have to compromise your family due to work THE INTERVIEW PROCESS We want to ensure you are set-up for success and understand what will be expected of you. If your application is successful, our interview process is as follows: 1. Intro call: A 30-minute chat with our Talent Acquisition Partner to discuss the role and your background. 2. Hiring Manager Interview: A 45 minute chat to deep dive into your experience 3. Challenge & Team Interview: We will send you a take home test and invite you to present during a 60 minute team interview. This is an opportunity to show us how you would handle the day to day of the role 4. Final Interview: a 45 minute final interview with our VP of Commercial Transparency is important to us so we also wanted to share some insights about what we’re looking for in applications to ensure you can set yourself up for success! Last time we hired a Solution Engineer, we received a vast number of applications but only a few were selected for an intro call. With this in mind, we want to help you understand what we really care about when reviewing your application: - CV writing and content: we receive a lot of CVs, and many of them are AI-generated. We love seeing people leverage AI—it’s a big focus for us internally too—but without human intervention, these CVs can sometimes become generic and fail to show a candidate in the best light. What we're really looking for is the specific details of real impact that only you—not AI—know from your previous experience. A top tip from us is to use the “Achieved X, as measured by Y, by doing Z” formula (credit: Laszlo Bock, ~2014) to give a really clear picture of what you’ve worked on. A final note: including links to your previous companies' websites is a huge help and allows us to truly understand your background. - Application care: every single application we receive is reviewed by a human (yes, hundreds of them) because we believe that candidates' efforts should be matched by an equal level of human care. This means that we expect a similar level of attention put into your application. Read and answer the application questions carefully, they make a huge difference in our decision-making process. - Profile to role fit: highlight most important aspects of the role, points that might get misunderstood, any specific industry requirements etc. ABOUT YOUR APPLICATION - English first. Since it's our company language, please submit your application in English. You’ll be using it a lot if you join us. - A fair look for everyone. Our talent team reads every single application to ensure the process is fair. To keep things running smoothly, we only accept applications through our system—our support team can’t pass on calls or emails. - Diversity drives us. We can only reach our goals if our team reflects the world around us. That starts with you hitting apply, even if you don't tick every single box. We encourage people from all backgrounds and experiences to join us. - Interview at your best. We want you to feel comfortable throughout the process. If you have any accessibility requirements or need a specific format, email belonging@pleo.io. We’ll design a process that works for you. - Your data is safe. When you apply, we process your personal data as a data processor. For more information on how Pleo processes personal data, read our Privacy Policy here https://www.pleo.io/en/legal. - Applying for multiple roles? Nothing is stopping you, and we assess every role independently. However, we do look for alignment, so make sure you can explain why your interest and experience are right for each specific role. - Reapplying. If you’re applying for the same role again, please wait six months from your last decision before hitting submit.