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