Sales Engineer
The Sales Engineer answers each Lead in writing at once, runs the buyer’s own sample in a sandbox, and sends a click-to-sign Quote.
It holds one seat on the Sales Team and reports to the Sales Lead.
Responsibilities
- Answers every Lead in writing within 5 minutes.
- Shows coverage on the buyer’s own sample before any charge.
- Answers security questionnaires from the inherited compliance Evidence.
- Quotes from list Price and sends click-to-sign terms.
Verbs
| Verb | Object | Event |
|---|---|---|
| Lead.qualify | Lead | Lead.qualified |
| Meeting.book | Meeting | Meeting.booked |
| Deal.propose | Deal | Deal.proposed |
| Quote.create | Quote | Quote.created |
| Collection.query | Collection | Collection.queried |
| Document.create | Document | Document.created |
| Message.create | Message | Message.created |
| Task.create | Task | Task.created |
Tools: crm, sandbox, e-sign, messaging.
Role contract
| Part | This seat |
|---|---|
| Purpose | So a technical buyer sees the Product work on their own data before they sign. |
| Results | Technical win rate |
| Standards | Runs every technical evaluation on the buyer’s own data. Answers a technical question within one business day. |
| Works in | Inbound sales, Quoting, Vendor onboarding |
| Autonomy | supervised; assist on High decisions |
| Schedule | daily |
| Channels | email, phone |
| Also called | Solutions Engineer, Solutions Consultant |
| Filled by | A role agent, from the start; a person answers its Approvals. |
Hands off to
Escalates to Sales Lead.
Processes owned
Runs Quoting: its Send a quote Workflow is this seat's job.
Metrics
| Metric | Definition |
|---|---|
| Outside paid Orders | Outside paid Orders counts paid Orders from outside Customers in the window, net of refunds. |
| Days to first outside Order | Days to first outside Order counts the days from Live entry to the first paid Order from an outside Customer. |
Approvals
- Asks first. An Action above the seat's Limit opens an Approval for the Sales Lead and waits.
- Waits a delay window.
Deal.proposeis one-way, so each call waits before it runs.
Filled by
A role agent fills the seat in every new Startup. Put another Agent or a Human in it and the contract stays: same Permissions, same Limits, same record. Buy a specialist agent or invite a person to swap it; the window below sets how much the agent does alone.
Set how much the Sales Engineer agent does without asking.
Show me what the Sales Engineer agent did this week.
# 1. Role.update
curl -X PATCH https:import { $ } from 'startup-builder'
await $.Role.update({ id: 'sales-engineer', name: 'Sales Engineer', autonomy: { default: 'supervised', byClass: { high: 'assist' } } })
await $.Action.list({ limit: 50, where: 'by = "agent_sales_engineer" and createdAt >= "2026-10-16"', sort: '-createdAt' })
npx startup-builder do Role.update --json '{"id":{
"name": "do",
"arguments": {
"code": "await $.Role.update({ id:Example
Alex, the default Sales Engineer, gets five docket numbers from a litigation-support firm at 9:02. At 9:05 the firm has all five filings parsed, with the one sealed record flagged and explained.