Solutions Consultant
Core
Act as a key technical expert and strategic partner to sales and accounting partners, owning technical solution strategy for assigned opportunities to support long-term platform adoption.
Role type
Solutions Consultant (Pre-sales/Technical Account Management)
Builds
Scalable workflows, custom solution designs, and seamless product implementations for small business accounting partners.
Domain
Cloud accounting / SaaS / Small business services
Deliverable
product features | client delivery
Required skills
Technical scoping, workflow mapping, custom solution design, partner migration support, product demonstrations, technical consulting, feedback gathering, cloud accounting software ecosystem knowledge, pre-sales experience, analytical problem-solving
Preferred skills
Operational background in accounting or bookkeeping firms, experience in SaaS environments
Technologies
Cloud accounting software, workflow tools
Responsibilities
Lead technical scoping, workflow mapping, and custom solution design alongside sales teams; Support partner migrations and technical implementations; Deliver product demonstrations and technical consulting sessions; Gather partner feedback to inform product development.
Seniority
Individual Contributor, mid-level
