Solutions Consultant
Core
Pre-sales technical advisor connecting customer needs to practical solutions for payables, receivables, payments, and accounting workflows in the fintech sector.
Role type
Mid-market solutions consultant (pre-sales)
Builds
Product demonstrations, solution designs, and technical responses for RFPs/RFIs
Domain
Fintech / Financial Automation
Deliverable
product features
Required skills
SaaS pre-sales, solution design, API integration, stakeholder management, competitive analysis
Preferred skills
Finance/accounting domain expertise, ERP systems (NetSuite, Sage Intacct, Microsoft Dynamics), RFP/RFI preparation
Technologies
APIs, ERPs (NetSuite, Sage Intacct, Microsoft Dynamics)
Responsibilities
Lead discovery with business and technical stakeholders, translate findings into solution designs, build tailored product demonstrations, serve as pre-sales technical partner, explain APIs to technical and non-technical audiences, advise on ERP connections, develop technical responses for RFPs/RFIs, coach Account Executives
Seniority
Mid-level, hands-on IC