Solution Consultant
Core
Partner with customers to define challenges and design tailored solutions for complex commercial use cases in global payments, FX, and treasury.
Role type
Solution Consultant (B2B SaaS/Fintech)
Builds
Customized solution designs, workshops, proof-of-value engagements, and technical proposals for global payment and finance clients.
Domain
Fintech, Global Payments, Foreign Exchange, Treasury Management
Deliverable
product features
Required skills
Solution design, API/SDK integration knowledge, cross-functional stakeholder management, AI tool proficiency, structured documentation, technical feasibility analysis
Preferred skills
Cross-border payments domain expertise, C-suite presentation experience, Salesforce proficiency
Technologies
APIs, SDKs, Salesforce
Responsibilities
Lead discovery and solution design from first conversation through validation; Design and deliver solution workshops connecting capabilities to customer pain points; Guide security reviews, integration scoping, and feasibility discussions; Provide structured follow-through with documentation and technical proposals; Feed structured product and technical feedback to Product and Engineering; Use AI tools actively for research, documentation, and demo preparation.
Seniority
Mid-level, hands-on IC