CareerPlan

Solutions Consultant

United StatesFull-time$108k–$135k2026-10-15 → 2026-11-10

Core

Advise customers, analyze complex issues, and guide sales representatives on deal strategies using AI tools to prepare demonstrations and proposals.

Role type

Senior Solutions Consultant (Pre-Sales)

Builds

Configured product demonstrations, project proposals, and Statements of Work

Domain

B2B Accounts Receivable (AR) and Fintech

Deliverable

product features

Required skills

Deep knowledge of invoice-to-cash process, SaaS-based financial technology expertise, advanced problem-solving and analytical skills, ability to gather requirements, ability to communicate complex solutions, experience with AI tools for workflow automation

Preferred skills

Self-starter mindset, willingness to travel 25%, passion for expanding product knowledge

Technologies

AI tools for demo configuration and proposal drafting

Responsibilities

Create configured demonstrations that surprise and delight prospects, interpret customer requirements into solutions, work with sales team to create presentations, set prospect expectations and manage project scope, support partner channel sales, aid marketing team with seminars and demonstrations

Seniority

Mid-Senior, hands-on IC