Solutions Consultant
Core
Act as a trusted technical advisor and strategic partner to deliver custom solution designs for accounting practice partners, translating requirements into scalable workflow strategies.
Role type
Solutions Consultant (Pre-sales & Technical Advisory)
Builds
Custom solution designs, tailored product demonstrations, and cloud implementation workflows for accounting firms.
Domain
Accounting / Cloud-based financial software
Deliverable
product features
Required skills
Accounting practice experience, consultative problem solving, technical solution design, cloud platform familiarity, AI tool usage
Preferred skills
Pre-sales experience, complex environment navigation
Responsibilities
Lead technical discovery and solution scoping with Account Executives, design and deliver custom product demonstrations, guide partners through cloud implementation and workflow mapping, provide expert technical support during sales cycles.
Seniority
Individual Contributor