Senior Solutions Advisor
Core
Senior pre-sales advisor driving strategic deals for enterprise finance teams by architecting solutions, leading discovery workshops, and delivering AI-first value propositions.
Role type
Senior IC solutions advisor (pre-sales)
Builds
Enterprise-scale finance automation solutions and AI-driven workflows
Domain
Financial services / Enterprise SaaS / AI in Finance
Deliverable
production ML models
Required skills
Enterprise SaaS sales, consultative discovery, solution architecture, ROI modeling, stakeholder management, mentoring, competitive analysis, AI thought leadership
Preferred skills
Technology consulting background, professional accounting qualification
Technologies
Machine learning, rule-based automation, agentic AI
Responsibilities
Lead multi-threaded discovery workshops with senior finance and IT stakeholders; Design and deliver persona-driven solution demonstrations; Execute Forward Deployment Workflows including POV scenarios and POCs; Partner with prospects to build data-driven business cases and ROI models; Own technical and value strategy for top-tier accounts; Architect and lead solutions for complex RFPs and competitive POCs; Drive AI-First Thought Leadership by educating prospects on modern finance trends.
Seniority
Senior, hands-on IC
