Own the product story across SaaS sales cycles by leading discovery, tailored demos, technical scoping, and proposal support, then ensuring a smooth handoff to onboarding and customer success.
Solutions Advisor | Hybrid CDMX
📜 Description
- Join discovery calls, ask technical and workflow questions, and assess product fit against customer needs.
- Set up, deliver, and debrief tailored demos for senior living communities and product scopes.
- Answer integration, configuration, and product-fit questions; lead technical scoping for larger deals.
- Maintain demo environments, scripts, and sales collateral; support proposals, contracts, and RFP responses.
- Coordinate with onboarding and customer success to ensure scoped solutions are deliverable and handoffs are clear.
- Qualify inbound leads, maintain accurate CRM data, support new sales hires, and share customer feedback with product teams.
🛠️ Requirements
- 2–4+ years in a SaaS pre-sales, solutions consulting, sales engineering, or technical account role — senior living, healthcare, or hospitality tech strongly preferred
- Deep product curiosity — you want to understand every feature, every integration, every edge case, and you'll put the time in to get there
- Commercial instinct — you can read a room, identify the real objection, and adjust your demo on the fly without a script
- Strong written and verbal communication — proposal quality and discovery depth are both part of what prospects are evaluating
- Self-directed — you see an inbound lead and you handle it without waiting to be told
- Ability to manage multiple concurrent sales cycles without sacrificing quality
- Comfortable in a lean, fast-moving remote team where your role will grow quickly
- Pipedrive or equivalent CRM experience
- Background in or exposure to senior living operations — activities, dining, maintenance, transport
- Experience presenting to multi-stakeholder buying committees (ED, CFO, COO, clinical leadership)
✨ Benefits
- Christmas Bonus: 30 days, to be paid in December.
- Major Medical Expense Insurance: Coverage up to $25,000,000.00 MXN.
- Dental Insurance: Always smile with confidence!
- Life Insurance: (Death and MXN Disability)
- Vacation Days: 12 vacation days in accordance with Federal Labor Law + Floating Holidays: 3 floating holidays in addition to the 7 official holidays in Mexico.
- Cell Phone Reimbursement & Transportation Subsidy.
- Hybrid Scheme: Enjoy the best of both worlds, remote and in-office work.
- Multicultural Exposure: Work with operations within Mexico and the United States.
- MezTal Internal Events: Strike a healthy balance between your professional and personal goals.
- Exclusive Discounts: Benefits with different companies for being part of MezTal.
Full job description
This is a commercial pre-sales role, sometimes called Solutions Consultant, Solutions Engineer or Sales Engineer elsewhere. You join discovery, demo and technical scoping calls alongside our Sales Directors, so they can focus on relationships and progressing the deal while you own the product story. One Solutions Advisor supports two to three sales colleagues, from first discovery through to a signed agreement. You will shadow our team on demos in your first 90 days, and by month four you run them yourself.
To be clear about what this role is not: it is not a quota-carrying seat, and it is not outbound prospecting. Lead generation sits with our marketing team.
Responsibilities
- Join discovery calls with our Sales Directors, ask the technical and workflow questions that qualify fit, and keep the customer's real needs at the center.
- Own the demo layer: set up, run and debrief tailored demos by community type (independent living, assisted living, memory care, CCRC) and scope (engagement, services, hospitality, POS).
- Handle integration, configuration and product-fit questions live, and lead technical scoping calls for larger and multi-community deals.
- Build and maintain demo environments, scripts and sales collateral.
- Support proposals, pricing and contracts: build and track proposals, help with contract drafting and admin together with legal and finance, and contribute to RFP responses.
- Make sure what we scope is deliverable: partner with onboarding and customer success, and hand each deal over cleanly.
- Help qualify inbound leads and keep deal data in our CRM accurate.
- Be the product-knowledge backstop for every new sales hire, and share what customers tell you with our product team.
Requirements
- 2–4+ years in a SaaS pre-sales, solutions consulting, sales engineering, or technical account role — senior living, healthcare, or hospitality tech strongly preferred
- Deep product curiosity — you want to understand every feature, every integration, every edge case, and you'll put the time in to get there
- Commercial instinct — you can read a room, identify the real objection, and adjust your demo on the fly without a script
- Strong written and verbal communication — proposal quality and discovery depth are both part of what prospects are evaluating
- Self-directed — you see an inbound lead and you handle it without waiting to be told
- Ability to manage multiple concurrent sales cycles without sacrificing quality
- Comfortable in a lean, fast-moving remote team where your role will grow quickly
Nice to have
- Pipedrive or equivalent CRM experience
- Background in or exposure to senior living operations — activities, dining, maintenance, transport
- Experience presenting to multi-stakeholder buying committees (ED, CFO, COO, clinical leadership)
- Familiarity with EHR/PMS integration conversations (PointClickCare, MatrixCare, Yardi, Eldermark)
Benefits
Why Join MezTal?
At Meztal, we prioritize innovation, collaboration, and personal growth. You’ll have the opportunity to work on meaningful projects, be part of a supportive team, and enjoy a culture that values work-life balance and professional development.
- Christmas Bonus: 30 days, to be paid in December.
- Major Medical Expense Insurance: Coverage up to $25,000,000.00 MXN.
- Dental Insurance: Always smile with confidence!
- Life Insurance: (Death and MXN Disability)
- Vacation Days: 12 vacation days in accordance with Federal Labor Law + Floating Holidays: 3 floating holidays in addition to the 7 official holidays in Mexico.
- Cell Phone Reimbursement & Transportation Subsidy.
- Hybrid Scheme: Enjoy the best of both worlds, remote and in-office work.
- Multicultural Exposure: Work with operations within Mexico and the United States.
- MezTal Internal Events: Strike a healthy balance between your professional and personal goals.
- Exclusive Discounts: Benefits with different companies for being part of MezTal.
- Academic Agreements: Access to national universities and language schools.
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Atue em vendas técnicas de soluções de ar-condicionado, desenvolvendo relacionamentos com clientes e parceiros, negociando no canal VRV/Applied, prospectando novos parceiros e oferecendo treinamentos.
