About Rocketlane

Rocketlane is a high-growth SaaS company on a mission to deliver chaos-free, consistent, and delightful B2B client project delivery. The platform empowers customer-facing teams - especially in B2B SaaS and professional services - to deliver a modern, collaborative, and outcome-driven onboarding and delivery experience. Rocketlane helps businesses shorten time-to-value, drive accountability, improve margins, and accelerate expansion conversations.

Founded in April 2020 by second-time entrepreneurs Srikrishnan, Vignesh, and Deepak (creators of Freshchat, acquired by Freshworks), Rocketlane has grown into a category-defining Professional Services Automation (PSA) platform. It has consistently been recognized as a Leader on G2 across Customer Onboarding, Client Portal, PSA, and Project Management categories. In 2022, Rocketlane was named a Gartner Cool Vendor.

Today, Rocketlane powers over 500 global services teams, including those at OpenGov, LivePerson, Zenoti, Sprinklr, and Chargebee. Rocketlane raised $24M in Series B funding in 2024, bringing the total capital raised to $45M from leading global investors such as 8VC, Matrix Partners India, Nexus Venture Partners, and super-angels like Girish Mathrubootham and Gokul Rajaram. Rocketlane continues to lead innovation in the space with its AI-powered delivery features (like auto-generated notes, risk detection, and resource recommendations), enterprise-grade compliance, and a modern client portal experience. The team is building a global and diverse workplace that thrives on ownership, curiosity, and a passion for helping companies transform their post-sales journey.

What You’ll Do

Pre-Sales Responsibilities

• Lead discovery sessions with senior stakeholders to understand business goals, pain points, and process gaps.
• Craft solution strategies and deliver high-impact, tailored product demonstrations.
• Own and execute Proof-of-Concepts (POCs) that validate fit and de-risk buying decisions.
• Serve as a trusted technical advisor throughout the sales cycle - leading objection handling, security reviews, and integration discussions.
• Drive successful RFP/RFI responses with clarity, precision, and stakeholder alignment.

Strategic Collaboration

• Partner cross-functionally with Product, Engineering, and Customer Success to influence roadmap and customer outcomes.
• Document and share best practices for demos, POCs, and solution architectures.
• Help build repeatable assets - solution playbooks, templates, and demo environments.
• Contribute to hiring, onboarding, or mentoring junior Solutions Engineers as we scale.

What You Bring

• 5+ years of experience in a Solutions Engineering / Pre-Sales / Solutions Consulting role, ideally in a fast-paced SaaS environment.
• Proven success in owning complex, multi-stakeholder deals with technical depth andbusiness alignment.
• Strong understanding of APIs, integration architectures, and troubleshooting techniques.
• Experience working closely with CRM, project management, or implementation tools (Salesforce, Jira, etc.).
• Exceptional written and verbal communication skills, with experience in RFPs, SOWs, and diagramming tools.
• Ability to efficiently leverage modern AI tools (e.g., ChatGPT, Claude, etc.) to enhance productivity, accelerate problem-solving, and deliver high-quality pre-sales outputs.
• A mix of strategic thinking and tactical execution; comfortable working with both executives and practitioners.
• Self-starter with a high sense of ownership, customer empathy, and a collaborative mindset.

Bonus Points For:

• Deep knowledge of the professional services industry and delivery models.
• Experience using or selling PSA, project management, or customer onboarding tools.
• Integration experience with ERP or financial systems like NetSuite, QuickBooks, or Sage.
• Familiarity with embedded iPaaS tools like Workato, Zapier, or Boomi.
• Comfort with creating mockups, scripts, or light automation to demonstrate product extensibility.
• Understanding of Salesforce data models, integration strategies, and usage within post-sales teams.

Why Rocketlane?

Make a Real Impact: Help category-defining companies transform how they onboard and support their customers.

Work with the Best: Collaborate with seasoned founders and a high-caliber team that values excellence, humility, and hustle.

Grow with Us: We’re in hyper-growth mode - you’ll have room to lead initiatives and evolve your career rapidly.

Culture of Trust: High ownership, low hierarchy, and lots of autonomy to innovate and execute.