Pre Sales Engineer

Pre-Sales Engineer | Philippines

Job Title

Pre-Sales Engineer

Department

Sales / Pre-Sales

Reports To

Sales Manager

Location

Philippines

Entity

Link4 employing entity to be confirmed

Employment Type

contract term to be confirmed

Direct Reports

None

Date Prepared

06 October 2026

Job Summary

Link4 helps businesses exchange and process financial and business documents through eInvoicing and AP automation. The Pre-Sales Engineer provides technical expertise during discovery, solution design, and sales stages. The role is focused on connecting customer requirements with deliverable Link4 solutions. A strong background in software development, systems integration, or technical software delivery is essential. The role supports growth in the Philippines and other markets through accurate technical advice and effective implementation handovers.

Key Responsibilities

• Lead technical discovery with customers and partners: identify ERP versions, AP/AR workflows, document the customer requirements, integration interfaces, security requirements, regulatory needs and implementation constraints.

• Document the proposed integration method using supported Link4 APIs, SFTP and/or file-based interfaces. Define data flows, field mappings, attachments, business rules & validations, error handling and reconciliation requirements.

• Interpret API documentation and sample JSON, XML and CSV payloads; investigate routine technical questions and validate assumptions using approved test environments and tools during sales stages.

• Assess integration options for Oracle NetSuite, Microsoft Dynamics 365 (including Business Central), SAP and Oracle ERP / Fusion Cloud ERP. Identify required ERP configurations, customer access and implementation-partner dependencies.

• Conduct technical demonstrations and solution presentations tailored to customer needs. Explain integration options, limitations and responsibilities clearly to business and IT stakeholders.

• Prepare technical RFP, RFQ and tender responses, architecture diagrams and questionnaires. Verify statements against current product capabilities and supporting evidence before submission.

• Distinguish supported functionality, configuration and new development. Identify gaps, assumptions, risks and effort dependencies early, obtaining Product, Engineering or Project Delivery validation before commitments are made.

• Coordinate technical reviews within agreed sales and tender deadlines; track unresolved questions, accountable owners and decision dates, and escalate blockers early.

• Prepare a structured handover to Project Delivery covering agreed scope, systems, interfaces, mappings, testing and acceptance criteria, responsibilities, dependencies, risks and outstanding decisions.

• Develop knowledge of Link4 eInvoicing, Peppol and digital trade solutions and market-specific requirements. Maintain reusable technical knowledge and undertake related duties reasonably required for the role.

Key Performance Indicators

• Technical response timeliness: complete responses and reviews by agreed deadlines; escalate blocked items before those deadlines.

• Technical accuracy: track corrections and delivery rework caused by inaccurate or unvalidated pre-sales statements.

• Handover quality: obtain Project Delivery acceptance of required technical scope, dependencies and unresolved decisions before implementation starts.

• Risk identification and resolution: document material integration risks and capability gaps before proposals are committed.

• Technical contribution to sales: review outcomes of supported opportunities and demonstrations, alongside feedback from Sales, customers and Project Delivery. Targets are agreed with the manager.

Requirements

Qualifications & Experience

• Bachelor’s degree in Computer Science, Software Engineering, Information Technology, Information Systems or a related field, or equivalent demonstrable practical experience.

• Ideally three or more years in software development, systems integration, implementation, technical consulting, solutions engineering or enterprise software delivery.

• Technical project management experience is suitable where it includes practical responsibility for integration requirements, design reviews, testing and troubleshooting.

• Essential: experience implementing, integrating or supporting at least one ERP or significant enterprise business application; proven ability to interpret interfaces and investigate technical issues.

• Highly desirable: experience with Oracle NetSuite, Microsoft Dynamics 365 / Business Central, SAP or Oracle ERP / Fusion Cloud ERP. Expertise in all four platforms is not required.

• Highly desirable: eInvoicing, Peppol, EDI, AP/AR automation, procurement systems, financial modules, SaaS integrations or enterprise/government tenders. Candidates with strong technical capability can learn the eInvoicing domain.

Skills & Competencies

• Practical integration knowledge: REST APIs, endpoints and payloads, webhooks, SFTP, JSON, XML and CSV, field mapping and transformation, authentication, credentials and secure data exchange.

• Ability to read API specifications, interpret sample payloads, use API testing tools such as Postman or equivalent, and reason about validation, retries, duplicate prevention, error handling and troubleshooting.

• Understanding of cloud/SaaS applications, ERP document flows, software testing and technical requirements documentation; ability to produce clear integration diagrams and handover materials.

• Strong analytical judgment, attention to detail and initiative: investigate independently, identify missing information, and recognise when specialist technical approval is needed.

• Clear written and spoken English, confident customer communication and the ability to explain technical concepts to technical and non-technical audiences.

• Commercial awareness, collaborative working and disciplined management of deadlines, assumptions and decisions. Ability to use AI-assisted tools responsibly, validate outputs and protect customer information.

Working Relationships

Internal: Sales, Client Relations, Product, Engineering, Project Delivery, Customer Success and Support. Work with the CTO or nominated technical authority (Delivery or Engineering) on capability validation and solution approvals.

External: Prospective and existing customers, customer IT and finance teams, ERP vendors, implementation partners, and other technology partners.

Work Environment & Other Requirements

• Philippines-based role supporting customers and colleagues across multiple markets; work arrangements and any travel are agreed with the manager.

• Participate in customer meetings, demonstrations and technical reviews across relevant time zones, with working hours and workload planned in advance.